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 request the correct intake link. 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.
Starts at $349
This form can be added to your request list. Keystone confirms the correct packet and pricing after staff reviews the request.
Keystone fee: Final pricing can vary based on the selected form, packet length, number of copies, and case details. Your assigned document-preparation specialist will confirm the exact price before payment is requested.
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 request list
This workflow can be added to a request list. Keystone confirms the correct packet and pricing after staff review.
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.
P-5Probate Citation (P-5)
Court citation issued to a person who must receive formal notice of a probate case.
P-5/P-7Probate Citation Packet (P-5) with the Proof of Service Affidavit (P-7)
Probate citation preparation bundled with the P-7 proof-of-service affidavit.
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.