Probate Citation Packet (P-5) with the Proof of Service Affidavit (P-7)
Probate citation preparation bundled with the P-7 proof-of-service affidavit.
This page explains when the form is commonly used, shows the official PDF reference, and lets you request the correct intake link. 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 when the citation and the related proof-of-service affidavit should be prepared together.
Check the official court version.
Court forms can change. Use the official PDF link to confirm the current source before signing or filing anything.
$49
This form can be added to your cart and checked out online. Staff Guided review can be added separately if you want Keystone to review the intake for obvious missing information.
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 request or purchase applies to one estate matter only. A different decedent or case requires a separate request or purchase.
Available for self checkout
This workflow is available for self checkout. Staff Guided support can be added separately in the cart.
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.
P-5Probate Citation (P-5)
Court citation issued to a person who must receive formal notice of a probate case.
P-5 SUPSupplemental Probate Citation (P-5) stand alone
Supplemental P-5 citation for an additional person who must receive probate notice.
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.