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.
This page explains when the form is commonly used, shows the official PDF reference, and lets you add the form to your cart. Keystone asks questions of fact only and does not provide legal advice.
Use this when a will is part of the court filing.
Probate paperwork usually asks for facts about the will, the person asking to act, family members, beneficiaries, assets, and notice. Keystone helps organize those facts without deciding legal strategy.
When do you need this form?
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.
Check the official court version.
Court forms can change. Use the official PDF link to confirm the current source before signing or filing anything.
$149
This form is listed from the statewide court form library. You can open the blank official PDF or add the form to your cart for Staff Guided preparation.
Keystone fee: The price shown is for document preparation for this form or packet.
Court fees: Keystone fees are for document preparation. Court filing fees, if any, are paid directly to the Surrogate's Court and are separate.
One estate matter: Each checkout applies to one estate matter only. A different decedent or case requires a separate purchase.
Staff Guided
This form can be added to your cart as Staff Guided preparation while the guided self-checkout workflow is built.
A clearer path than starting with a blank form.
Other probate forms.
Petition for Probate and Letters Testamentary
Starts a probate case when the person who passed away left a will.
AP-1Petition for Ancillary Probate
Used when a will was handled elsewhere and New York property also needs court authority.
CTAProbate Citation
A court notice telling interested people about a probate case.
SLTPetition for Successor Letters Testamentary
Asks the court to appoint a replacement executor after the first executor cannot serve.
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.
Keystone Pinnacle Pro helps organize information into form packets you can review, print, sign, and file. We do not choose the correct proceeding for you, represent you in court, or guarantee court acceptance.