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FAQs

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Each form FAQ is general information for document preparation. It does not decide strategy, eligibility, priority, objections, or any other legal question.

  • P-1 - Probate

    Petition for Probate and Letters Testamentary

    Starts a probate case when the person who passed away left a will.

    Open FAQ

  • AP-1 - Probate

    Petition for Ancillary Probate

    Used when a will was handled elsewhere and New York property also needs court authority.

    Open FAQ

  • CTA - Probate

    Probate Citation

    A court notice telling interested people about a probate case.

    Open FAQ

  • SLT - Probate

    Petition for Successor Letters Testamentary

    Asks the court to appoint a replacement executor after the first executor cannot serve.

    Open FAQ

  • P-14 - Probate

    Affidavit of Attesting Witness

    Statement from a witness who saw the will signed.

    Open FAQ

  • P-15 - Probate

    Affidavit Proving Lost or Destroyed Will

    Explains facts about a will that is missing or destroyed.

    Open FAQ

  • P-16 - Probate

    Affidavit of Heirship (Probate)

    Lists family relationships so the court can understand who may inherit.

    Open FAQ

  • P-17 - Probate

    Affidavit of Subscribing Witness (Self-Proving)

    Witness affidavit used to support a self-proving will.

    Open FAQ

  • P-13 - Probate

    Affidavit of Comparison

    Confirms that a copy matches the original or another document version.

    Open FAQ

  • SCPA 1409 - Probate

    Affidavit of Mailing Notice of Probate

    Shows that notice of probate was mailed to the required people.

    Open FAQ

  • 207.4 - Probate

    Attorney Certification (22 NYCRR 207.4)

    Attorney certification connected to Surrogate's Court filing rules.

    Open FAQ

  • P-CHK - Probate

    Probate Petition Checklist

    Checklist for organizing a probate petition package.

    Open FAQ

  • ANCP-CHK - Probate

    Ancillary Probate Checklist

    Checklist for ancillary probate filings.

    Open FAQ

  • ACTA-CHK - Probate

    Administration c.t.a. Checklist

    Checklist for administration c.t.a. matters.

    Open FAQ

  • ADM - Administration

    Petition for Letters of Administration

    Starts an administration case when there is no will being probated.

    Open FAQ

  • PALA - Administration

    Petition for Ancillary Letters of Administration

    Asks for New York authority when the main administration is in another place.

    Open FAQ

  • ADM-DBN - Administration

    Petition for Letters of Administration d.b.n.

    Asks for a new administrator when a prior administrator can no longer finish the estate.

    Open FAQ

  • A-2 - Administration

    Affidavit of Heirship

    Explains family history and who may inherit when there is no will.

    Open FAQ

  • A-4 - Administration

    Affidavit of Due Diligence

    Explains search efforts when a person or address cannot be found.

    Open FAQ

  • AOS - Administration

    Affidavit of Service

    Shows that court papers were delivered or mailed.

    Open FAQ

  • MA - Administration

    Marriage Affidavit

    Provides sworn information about a marriage relationship.

    Open FAQ

  • A-CIT - Administration

    Supplemental Administration Citation

    Formal court notice for an administration proceeding.

    Open FAQ

  • W-1 - Administration

    Waiver of Citation

    Used when someone agrees not to object and gives up formal citation.

    Open FAQ

  • DGA - Administration

    Decree Granting Administration

    Court order appointing an administrator.

    Open FAQ

  • ADB - Administration

    Affidavit to Dispense With Bond

    Asks the court to allow administration without a bond.

    Open FAQ

  • A-CHK - Administration

    Administration Petition Checklist

    Checklist for organizing an administration petition package.

    Open FAQ

  • ANCA-CHK - Administration

    Ancillary Administration Checklist

    Checklist for ancillary administration filings.

    Open FAQ

  • ADBN-CHK - Administration

    Administration d.b.n. Checklist

    Checklist for administration d.b.n. filings.

    Open FAQ

  • G-2B - Guardianship

    Petition for Appointment of Guardian of Property

    Asks the court to appoint a guardian for a child's property.

    Open FAQ

  • G-2A - Guardianship

    Petition for Appointment of Guardian of Person Only

    Asks the court to appoint a guardian for a child's personal care.

    Open FAQ

  • 17-A - Guardianship

    Article 17-A Guardianship Petition

    Guardianship petition for a person with an intellectual or developmental disability.

    Open FAQ

  • OCFS-3909 - Guardianship

    Background Check Authorization (Guardianship)

    Authorization form for background checks in guardianship matters.

    Open FAQ

  • CSMD-1 - Guardianship

    Petition for Standby Guardian (Article 17-A)

    Petition for a standby guardian in an Article 17-A matter.

    Open FAQ

  • G-DEC - Guardianship

    Guardian Decrees (Joint Control, Bond, Close Account)

    Proposed decree forms for guardianship property matters.

    Open FAQ

  • G-ACCT-NB - Guardianship

    Annual Account of Non-Bonded Guardian

    Annual accounting for a guardian who is not bonded.

    Open FAQ

  • G-ACCT-B - Guardianship

    Annual Account of Bonded Guardian

    Annual accounting for a bonded guardian.

    Open FAQ

  • G-9 - Guardianship

    Petition for Withdrawal of Infant's Property

    Asks permission to withdraw funds from a minor's guardianship property.

    Open FAQ

  • G-9-ORD - Guardianship

    Order for Withdrawal of Infant's Property

    Proposed order for withdrawal of a minor's property.

    Open FAQ

  • G-10A - Guardianship

    Petition to Close Guardianship Account (Former Infant)

    Used when the former minor asks to close the guardianship account.

    Open FAQ

  • G-10B - Guardianship

    Petition to Close Guardianship Account (Guardian)

    Used by a guardian to close a guardianship account.

    Open FAQ

  • G-REL - Guardianship

    Release Settling Guardianship Accounts

    Release related to settling guardianship accounts.

    Open FAQ

  • SG-1 to SG-9 - Guardianship

    Petition for Appointment of Standby Guardian (SCPA 1726)

    Forms for appointment of a standby guardian.

    Open FAQ

  • SG-10 - Guardianship

    Designation of Standby Guardian (SCPA 1726)

    Designation form for a standby guardian.

    Open FAQ

  • G-2A-PKG - Guardianship

    Guardianship Proceeding Checklist - Person Only

    Checklist for a person-only guardianship filing.

    Open FAQ

  • G-2B-PKG - Guardianship

    Guardianship Proceeding Checklist - Person and/or Property

    Checklist for a guardianship involving person and/or property.

    Open FAQ

  • SG-PKG - Guardianship

    Standby Guardianship Proceeding Checklist

    Checklist for standby guardianship filings.

    Open FAQ

  • 17A-CHK - Guardianship

    Article 17-A Guardianship Checklist

    Checklist for Article 17-A guardianship filings.

    Open FAQ

  • 17A-SB-CHK - Guardianship

    Article 17-A Standby/Confirmation Checklist

    Checklist for Article 17-A standby or confirmation matters.

    Open FAQ

  • SE-3A - Small Estate

    Affidavit for Voluntary Administration (Small Estate) - SE-3A

    Small estate affidavit used for qualifying lower-value estates.

    Open FAQ

  • SE-3B - Small Estate

    Amended Affidavit for Voluntary Administration

    Amends a prior voluntary administration affidavit.

    Open FAQ

  • SE-1C - Small Estate

    Renunciation of Voluntary Administration

    Used when a person gives up priority to serve in a small estate.

    Open FAQ

  • SE-1D - Small Estate

    Report and Account (Small Estate)

    Reports what happened in a small estate after appointment.

    Open FAQ

  • V-CHK - Small Estate

    Voluntary Administration Checklist

    Checklist for a voluntary administration small-estate filing.

    Open FAQ

  • ET-117 - Estate Tax

    Release of Estate Tax Lien

    Used to request release of a New York estate tax lien.

    Open FAQ

  • ET-85 - Estate Tax

    New York State Estate Tax Certification

    New York estate tax certification form.

    Open FAQ

  • ET-85-I - Estate Tax

    Instructions for Form ET-85

    Instructions for completing Form ET-85.

    Open FAQ

  • ET-141 - Estate Tax

    New York State Estate Tax Domicile Affidavit

    Affidavit about the decedent's domicile for estate tax purposes.

    Open FAQ

  • ET-706 - Estate Tax

    New York State Estate Tax Return

    New York estate tax return.

    Open FAQ

  • ET-14 - Estate Tax

    Estate Tax Power of Attorney

    Power of attorney form for estate tax matters.

    Open FAQ

  • IT-2663 - Real Estate Tax

    Nonresident Real Property Estimated Income Tax Payment

    Tax form often connected with selling inherited New York real estate.

    Open FAQ

  • ACCT-ADM - Accounting

    Petition for Judicial Settlement of Account (Administration)

    Asks the court to review and settle an administrator's account.

    Open FAQ

  • ACCT-TRUST - Accounting

    Petition for Judicial Settlement of Account (Trust)

    Asks the court to review and settle a trust account.

    Open FAQ

  • PETCOMP - Accounting

    Petition for Compulsory Accounting

    Asks the court to require a fiduciary to account.

    Open FAQ

  • IoA - Accounting

    Inventory of Assets

    Lists estate assets for inventory purposes.

    Open FAQ

  • FIRE - Accounting

    Firearms Inventory (SCPA 2509)

    Inventory form for firearms in an estate.

    Open FAQ

  • JS-CHK - Accounting

    Judicial Settlement Checklist

    Checklist for judicial settlement filings.

    Open FAQ

  • IA-CHK - Accounting

    Informal Accounting Checklist

    Checklist for informal accounting review.

    Open FAQ

  • CA-CHK - Accounting

    Compulsory Accounting Checklist

    Checklist for compulsory accounting filings.

    Open FAQ

  • POA - Miscellaneous

    Affidavit as to Power of Attorney Being in Full Force

    Affidavit stating that a power of attorney remains in effect.

    Open FAQ

  • TPA - Miscellaneous

    Third Party Authorization

    Authorizes a third party to receive or discuss information.

    Open FAQ

  • NOA - Miscellaneous

    Notice of Appearance

    Tells the court that a person or attorney is appearing in the matter.

    Open FAQ

  • PO - Miscellaneous

    Proposed Order (General)

    General proposed order form.

    Open FAQ

  • Official - Accounting

    Non-Trust Accounting Forms

    This form is about reporting money, property, expenses, or distributions. Use it when the court needs a clear accounting of what came in, what went out, and what remains.

    Open FAQ

  • Official - Accounting

    Trust Accounting Forms

    This form is about reporting money, property, expenses, or distributions. Use it when the court needs a clear accounting of what came in, what went out, and what remains.

    Open FAQ

  • Adoption - Adoption

    Adoption Information Registry Birth Parent Registration Form

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Adoption-Order on Petition for Access to Sealed Adoption Records

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Adoption: Family Court/Surrogate Court Request Form

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Affidavit (Change of Circumstance Since Certification as Qualified Adoptive Parents) (Private Placement)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit (Change of Circumstances Since Certification as Qualified Adoptive Parent)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit and Consent of Person Having Lawful Custody (Other Than Birth or Legal Parent - Private Placement)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit and Report (Disinterested Person - Extension of Expired Certification)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit and Report (Disinterested Person Certification Proceeding) (Private Placement)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit Identifying Party (Agency)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit Identifying Party (Private Placement)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit of Financial Disclosure - Parents (Agency)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit of Financial Disclosure - Parents (Private Placement)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit of No Appeal

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Affidavit of Service of Notice of Petition for Access to Sealed Adoption Records

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Affirmation Regarding Venue

    An affirmation is a formal written statement, often signed by an attorney or another person allowed to affirm instead of swear. It is used to confirm facts the court needs for the filing.

    Open FAQ

  • Checklist - Adoption

    Agency Adoption Proceeding Checklist

    Use this as a planning checklist before you file. It helps you see what papers, signatures, notices, and supporting documents the court is likely expecting for this kind of Surrogate's Court filing.

    Open FAQ

  • Adoption - Adoption

    Agreement of Adoption (Private Placement)

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Agreement of Adoption and Consent (Agency)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Application for Certified Copy of Adoption Order (After Sealing of Records)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Application for Certified Copy of Adoption Order (Before Sealing of Records)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Certificate of Adoption

    This is a certificate-style form used to record or confirm an official fact for the case. It may be needed after the court approves the filing or as part of the supporting paperwork.

    Open FAQ

  • Adoption - Adoption

    Child's Medical History

    This form gathers medical history information the court or agency may need in an adoption matter. It is meant to make important background information available in an organized way.

    Open FAQ

  • Adoption - Adoption

    Consent of Child Over 14 (Agency)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Consent of Child Over 14 (Private Placement)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Consent to Adult Adoption by Adoptee

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Consent to Adult Adoption by Spouse

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Determination of Family Court Judge Regarding Venue

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Extra-Judicial Consent (Birth or Legal Parent - Private Placement Step-Parent)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Extra-Judicial Consent (Birth or Legal Parent - Private Placement)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Judicial Consent (Birth or Legal Parent - Private Placement Step-Parent)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Judicial Consent (Birth or Legal Parent Private Placement)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • Adoption - Adoption

    Notice (Denial or Withdrawal of Application) (Removal of Child)

    This is a notice form. It helps make sure the right people are told about the case, the application, or a court deadline in a formal way.

    Open FAQ

  • Adoption - Adoption

    Notice (Temporary Guardianship of the Person)

    This is a notice form. It helps make sure the right people are told about the case, the application, or a court deadline in a formal way.

    Open FAQ

  • Adoption - Adoption

    Notice of Petition for Access to Sealed Adoption Records

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Notice of Proposed Adoption

    This is a notice form. It helps make sure the right people are told about the case, the application, or a court deadline in a formal way.

    Open FAQ

  • Adoption - Adoption

    NYS OCFS Request/Response for Name and/or Address of Father of Child Born Out of Wedlock

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Order (Certification as a Qualified Adoptive Parent)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order (Conditional Certification as a Qualified Adoptive Parent)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order (Temporary Guardianship of the Person)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order Determining Petition for Enforcement of Post-Adoption Contact Agreement (After Adoption Finalization)

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Order Directing Service of Notice

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order for Certified Copy of Adoption Order (After Sealing of Records)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order for Certified Copy of Adoption Order (Before Sealing of Records)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order of Adoption (Agency)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order of Adoption (Private Placement)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order of Child Protective Inquiry

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order of Foreign Adoption and Name Change

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order of Incorporation of Post-Adoption Contact Agreement

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order of Investigation

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order of Publication

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order Regarding Venue

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order Removing Child From Adoptive Home

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Order to Show Cause (Removal of Child From Adoptive Home)

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Adoption - Adoption

    Petition (Certification as a Qualified Adoptive Parent)

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Access to Sealed Adoption Records

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Access to Sealed Birth Certificate

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Adoption (Agency)

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Adoption (Private Placement)

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Enforcement of Post-Adoption Contact Agreement (After Adoption Finalization)

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Extention of Expired Certification

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Registration of Foreign Adoption Order

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petition for Temporary Guardianship

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • Adoption - Adoption

    Petiton for Adult Adoption

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Checklist - Adoption

    Private Placement Adoption Proceeding Checklist

    Use this as a planning checklist before you file. It helps you see what papers, signatures, notices, and supporting documents the court is likely expecting for this kind of Surrogate's Court filing.

    Open FAQ

  • Adoption - Adoption

    Report of Adoption (To Be Completed and Certified By the Court)

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Report of Investigation (Private Placement)

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Request for Information - Private Adoption

    This is an adoption-related form. It helps the court collect the consent, background, notice, or order information needed to review an adoption matter.

    Open FAQ

  • Adoption - Adoption

    Supplemental Affidavit (Agency)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Supplemental Affidavit (Private Placement)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Uniform Adoption - Attorney's Affidavit (Agency & Private Placement)

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • Adoption - Adoption

    Verified Schedule (Agency)

    This form is about reporting money, property, expenses, or distributions. Use it when the court needs a clear accounting of what came in, what went out, and what remains.

    Open FAQ

  • Adoption - Adoption

    Waiver of Notice of Petition for Access to Sealed Adoption Records / Consent

    This is usually the main request that starts or supports an adoption-related application. It tells the court what adoption order or adoption-record access you are asking for.

    Open FAQ

  • FW - Fee Waivers

    Fee Waiver Application

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • FW - Fee Waivers

    Fee Waiver Order

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • FW - Fee Waivers

    Fee Waiver Order - Objectant/Respondent

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • FW - Fee Waivers

    Fee Waiver Order - Petitioner

    This is usually the main request form. It tells the court what you are asking for and gives the basic facts the judge needs before deciding what should happen next.

    Open FAQ

  • Parentage - Parentage

    Parentage Citation

    A citation is the court's official notice that tells interested people about the case and when they may need to appear or respond. This form is about giving formal notice in the way the court requires.

    Open FAQ

  • Parentage - Parentage

    Parentage Order - Assisted Reproduction

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Parentage - Parentage

    Parentage Order - Surrogacy Agreement

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Parentage - Parentage

    Parentage Petition - Assisted Reproduction

    This is usually the main request form. It tells the court what you are asking for and gives the basic facts the judge needs before deciding what should happen next.

    Open FAQ

  • Parentage - Parentage

    Parentage Petition - Surrogacy Agreement

    This is usually the main request form. It tells the court what you are asking for and gives the basic facts the judge needs before deciding what should happen next.

    Open FAQ

  • Official - Probate

    Petition for Letters of Administration c.t.a. (After Probate)

    This is usually the main request asking the Surrogate's Court to accept a will and appoint someone to handle the estate. Start here when there is a will and you are asking the court for authority to act.

    Open FAQ

  • Official - Probate

    Successor Letters Testamentary

    Use this form when it matches the step or issue in your Surrogate's Court matter. If you are new to the process, read the related checklist first and call the county Surrogate's Court if you are unsure whether this is the right paper.

    Open FAQ

  • P-14 - Probate

    Surrogate-P-14 Petition for Successor Letters Testamentary

    This is usually the main request asking the Surrogate's Court to accept a will and appoint someone to handle the estate. Start here when there is a will and you are asking the court for authority to act.

    Open FAQ

  • P-15 - Probate

    Surrogate-P-15 Renunciation of Successor Letters Testamentary and Waiver of Process (Individual)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • P-16 - Probate

    Surrogate-P-16 Renunciation of Successor Letters Testamentary and Waiver of Process (Corporation)

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • P-17 - Probate

    Surrogate-P-17 Notice of Petition for Appointment of Successor Executor

    This is usually the main request asking the Surrogate's Court to accept a will and appoint someone to handle the estate. Start here when there is a will and you are asking the court for authority to act.

    Open FAQ

  • WD - Wrongful Death

    Account

    This form is about reporting money, property, expenses, or distributions. Use it when the court needs a clear accounting of what came in, what went out, and what remains.

    Open FAQ

  • WD - Wrongful Death

    Attorney's Affidavit

    An affidavit is a sworn statement. Use this when the court needs a person to confirm facts in writing, such as service, family information, finances, venue, or another detail needed for the case.

    Open FAQ

  • WD - Wrongful Death

    Decree

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • WD - Wrongful Death

    Waiver and Consent for Individual

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • WD - Wrongful Death

    Waiver and Consent for Insurance Company

    This is used when someone with a right to notice, a right to object, or a right to serve is agreeing, giving up that right, or choosing not to object. Read it carefully before signing because it can affect what happens in the case.

    Open FAQ

  • WD - Wrongful Death

    Wrongful Death Citation

    A citation is the court's official notice that tells interested people about the case and when they may need to appear or respond. This form is about giving formal notice in the way the court requires.

    Open FAQ

  • Checklist - Wrongful Death

    Wrongful Death Compromise Settlement Proceeding Checklist

    Use this as a planning checklist before you file. It helps you see what papers, signatures, notices, and supporting documents the court is likely expecting for this kind of Surrogate's Court filing.

    Open FAQ

  • WD - Wrongful Death

    Wrongful Death Petition

    This is usually the main request asking the Surrogate's Court to approve or manage a wrongful death-related estate matter, such as settlement authority or distribution of proceeds.

    Open FAQ

  • Official - Miscellaneous

    Family Tree Form

    This helps explain family relationships for the court. It is useful when the court needs to understand who the distributees or relatives are and how everyone is connected.

    Open FAQ

  • Official - Miscellaneous

    Order for Safe Deposit Box

    This is a proposed court paper for the judge or Surrogate to sign. You generally do not use it to start the case; it is prepared so the court can enter the final direction if the request is approved.

    Open FAQ

  • Official - Miscellaneous

    Petition to Search Safe Deposit Box

    This is usually the main request form. It tells the court what you are asking for and gives the basic facts the judge needs before deciding what should happen next.

    Open FAQ

  • Official - Miscellaneous

    Report of Estate Not Fully Distributed (22 NYCRR 207.42)

    Use this form when it matches the step or issue in your Surrogate's Court matter. If you are new to the process, read the related checklist first and call the county Surrogate's Court if you are unsure whether this is the right paper.

    Open FAQ

  • Official - Miscellaneous

    Surrogate's Court Information

    Use this form when it matches the step or issue in your Surrogate's Court matter. If you are new to the process, read the related checklist first and call the county Surrogate's Court if you are unsure whether this is the right paper.

    Open FAQ

  • Checklist - Miscellaneous

    Surrogate's Court Proceeding Checklists

    Use this as a planning checklist before you file. It helps you see what papers, signatures, notices, and supporting documents the court is likely expecting for this kind of Surrogate's Court filing.

    Open FAQ

  • AU-67 - Estate Tax

    Form AU-67, Instructions to Request a Waiver of Citation and Consent

    Use this when a Surrogate's Court estate matter needs the New York State Tax Department to waive citation and consent. In plain terms, it explains what paperwork to mail to the Tax Department so the court case can move forward without formally serving the Tax Department with a citation.

    Open FAQ
Important boundary

Facts only. No legal-advice questions.

Keystone Pinnacle Pro is built to ask factual questions: names, dates, addresses, family relationships, assets, debts, notices, signatures, and filing details. It does not ask users to choose legal strategy, interpret legal rights, decide who should object, or answer questions that require legal advice. If a question turns on legal judgment, the user should confirm requirements with the Surrogate's Court or speak with an attorney.