Petition for Probate and Letters Testamentary
Starts a probate case when the person who passed away left a will.
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.
Start here when there is a will to present to the court.
The P-1 probate petition asks for facts about the will, executor, family members, beneficiaries, assets, and support forms that may go with the probate packet.
When do you need this form?
Use this when there is a will and someone needs authority from the court to act for the estate.
Check the official court version.
Court forms can change. Use the official PDF link to confirm the current source before signing or filing anything.
$349
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 checkout applies to one estate matter only. A different decedent or case requires a separate 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.
Frequently asked questions.
These answers are general document-preparation information. They do not replace court instructions or legal advice.
Question 1When is the P-1 probate petition usually used?
Question 2What facts does the P-1 packet usually need?
Question 3Can Keystone decide whether a will is valid?
Question 4Can additional probate forms be included?
Other probate forms.
Petition 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.
P-14Affidavit of Attesting Witness
Statement from a witness who saw the will signed.
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.