Prepare New York Surrogate's Court forms with guided document prep.
Answer plain-language questions, save your progress, and generate organized filing packets for probate, administration, small estate, guardianship, waiver, notice, and related Surrogate's Court paperwork.
Independent document-preparation platform. Not a court service. Not a law firm. Availability varies by form and workflow.
Request your intake link
Due to high demand, we are routing public requests through our staff-assisted intake process while we update our systems to handle more submissions.
We are sending intake links directly while we update our systems to handle current demand.
Independent & Unbiased
We work for the person doing the paperwork — not the court, not an attorney.
Plain-Language Guidance
Each step is written like a conversation, not a statute. No legalese, no surprises.
Secure Email Sign-In
Request the correct intake link by email so your packet work can be routed through the right guided workflow.
Operated by Keystone Pinnacle Property Advisors LLC for document preparation and coordination. Not a law firm.
Three steps from blank PDF to organized filing packet.
Step 01
Tell us what you need
Request an intake link for the form or packet you are trying to prepare.
Step 02
Use the guided intake
We send the correct link directly so you can answer plain-language questions for that matter.
Step 03
Review, sign, and file
Keystone prepares the packet for review, printing, signing, and filing with the appropriate Surrogate's Court.
Built for Surrogate's Court paperwork across common case types.
The public site explains the forms. The signed-in dashboard controls what a user can start, add Staff Guided support to, or return to after saving progress.
Explore formsCompare costsOrganized filing packets you can review, print, sign, and file.
Depending on the form, packets can include the official document, checklist support, supporting-document reminders, and source references.
01
Filled court form
The official form, completed from your answers — never altered, just populated.
02
Filing checklist
What to bring with you when you go to file at the Surrogate's Court clerk.
03
Supporting-document reminders
Death certificates, government IDs, and the other items the court typically requires.
04
Sample-document references
Illustrative samples to compare against — never substitutes for required originals.
Easier than starting from a blank court form.
Instead of interpreting every field alone, answer guided questions and generate a cleaner packet with checklist support, supporting-document reminders, and saved progress.
Blank form
- You interpret every field on your own
- No save progress between sessions
- No filing checklist included
- No supporting-document prompts
- Easy to miss repeated information
Keystone Pinnacle Pro
- Plain-language questions, grouped by topic
- Supported official form fields populated from your answers
- Save your progress by email
- Filing checklist and supporting-document reminders
- You stay in control of review, signing, and filing
You want help organizing court paperwork.
- You want a plain-language way to prepare Surrogate's Court paperwork.
- You are comfortable reviewing the finished packet before filing.
- You want saved progress instead of filling blank PDFs from scratch.
- You want checklist reminders for signing, printing, filing, and supporting documents.
Your matter needs legal judgment.
- Heirs or family members disagree.
- Real property is involved.
- Facts are disputed or unclear.
- You're unsure which proceeding applies.
- A will, distributee priority, estate value, or asset ownership question requires legal judgment.
If any of these apply, consider consulting a licensed New York attorney before relying on this workflow.
What this isn't
A document-preparation service. Not legal advice.
We help with
- Completing Surrogate's Court forms field by field
- Preparing a county-specific filing checklist
- Reminding you what supporting documents to gather
- Saving your progress so you can return when ready
We don't
- Provide legal advice or representation
- File documents on your behalf
- Determine which form is right for your situation
- Guarantee outcomes in Surrogate's Court
If your matter involves contested heirs, real property, or facts that don't fit cleanly inside a single form, contact a licensed New York attorney before relying on this workflow.
Request the right intake link.
Tell us which form or packet you need and we will email the correct guided intake link directly.
Operated by Keystone Pinnacle Property Advisors LLC · info@keystonepinnacle.com