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New York Surrogate's Court Forms

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  • Probate
  • Administration
  • Adoption
  • Fee Waivers
  • Guardianship
  • Parentage
  • Small Estate
  • Wrongful Death
  • Estate Tax
  • Real Estate Tax
  • Accounting
  • Miscellaneous

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Probate

Probate forms for estates where there is a will, including petitions, citations, notices, witness affidavits, and probate checklists.

20 forms
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
P-14Staff Guided

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.

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.

Official blank PDF from the court
FAQ
P-15Staff Guided

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.

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.

Official blank PDF from the court
FAQ
P-16Staff Guided

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.

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.

Official blank PDF from the court
FAQ
P-17Staff Guided

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.

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.

Official blank PDF from the court
FAQ

Administration

Administration forms for estates where no will is being offered, including petitions, waivers, citations, affidavits, and checklists.

14 forms

Adoption

Adoption-related Surrogate's Court forms included in the statewide official form library.

72 forms
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
ChecklistChecklistStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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

Official blank PDF from the court
FAQ
ChecklistChecklistStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ
AdoptionStaff Guided

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.

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.

Official blank PDF from the court
FAQ

Fee Waivers

Fee waiver application and order forms for people asking the court to waive filing costs.

4 forms
FWStaff Guided

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.

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.

Official blank PDF from the court
FAQ
FWStaff Guided

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.

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.

Official blank PDF from the court
FAQ
FWStaff Guided

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.

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.

Official blank PDF from the court
FAQ
FWStaff Guided

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.

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.

Official blank PDF from the court
FAQ

Guardianship

Guardianship forms for a child's person, property, standby guardianship, accountings, withdrawals, and Article 17-A matters.

20 forms

Parentage

Parentage forms connected to assisted reproduction and surrogacy proceedings.

5 forms
ParentageStaff Guided

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.

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.

Official blank PDF from the court
FAQ
ParentageStaff Guided

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.

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.

Official blank PDF from the court
FAQ
ParentageStaff Guided

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.

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.

Official blank PDF from the court
FAQ
ParentageStaff Guided

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.

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.

Official blank PDF from the court
FAQ
ParentageStaff Guided

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.

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.

Official blank PDF from the court
FAQ

Small Estate

Small estate forms for voluntary administration and related small-estate filings.

5 forms

Wrongful Death

Wrongful death compromise, account, citation, waiver, consent, decree, and affidavit forms.

8 forms
WDStaff Guided

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.

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.

Official blank PDF from the court
FAQ
WDStaff Guided

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.

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.

Official blank PDF from the court
FAQ
WDStaff Guided

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.

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.

Official blank PDF from the court
FAQ
WDStaff Guided

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.

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.

Official blank PDF from the court
FAQ
WDStaff Guided

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.

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.

Official blank PDF from the court
FAQ
WDStaff Guided

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.

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.

Official blank PDF from the court
FAQ
ChecklistChecklistStaff Guided

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.

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.

Official blank PDF from the court
FAQ
WDStaff Guided

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.

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.

Official blank PDF from the court
FAQ

Estate Tax

New York estate tax forms, releases, domicile affidavits, returns, and tax power of attorney forms.

7 forms
AU-67Staff Guided

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.

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.

Official blank PDF from the court
FAQ

Real Estate Tax

Real estate tax forms commonly needed when inherited New York real property is sold.

1 form

Accounting

Estate accounting forms, judicial settlement petitions, inventories, and accounting checklists.

10 forms
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ

Miscellaneous

General Surrogate's Court support forms such as notices, authorizations, proposed orders, and power of attorney affidavits.

10 forms
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
OfficialStaff Guided

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.

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.

Official blank PDF from the court
FAQ
ChecklistChecklistStaff Guided

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.

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.

Official blank PDF from the court
FAQ

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Independent document preparation. Not a court service. Not a law firm.

Keystone Pinnacle Pro helps organize answers into court form packets you can review, print, sign, and file. We do not provide legal advice, choose the correct proceeding for you, represent you in court, or guarantee that a court will accept a filing.

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.