SE-3ASmall Estate

Affidavit for Voluntary Administration (Small Estate) - SE-3A

Small estate affidavit used for qualifying lower-value estates.

Prepare this form online with guided questions and saved progress. No intake link is needed. Keystone asks questions of fact only and does not provide legal advice.

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SE-3A · Small estate affidavit

Prepare the Affidavit for Voluntary Administration (SE-3A).

SE-3A is New York's small-estate affidavit for voluntary administration. Start online with your account and answer the guided questions at your own pace. Keystone organizes your factual answers into documents for you to review, print, sign and file; the service does not determine legal eligibility.

Gather the death certificate and any will.

Have family contact information and asset details ready.

Confirm small-estate eligibility before beginning preparation.

When this form comes up

When do you need this form?

Use this when the estate may qualify for voluntary administration as a small estate.

Official PDF

Check the official court version.

Court forms can change. Use the official PDF link to confirm the current source before signing or filing anything.

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Pricing and status

$99 for one estate

Prepare SE-3A online with your account and save your progress. You can begin without requesting an intake link or waiting for staff.

Keystone fee: Self-service SE-3A preparation for one estate. Payment is confirmed before final packet generation. After purchasing your packet, you can add an optional $49 review of that Keystone packet with staff.

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.

Explore costs & options

Self-service preparation

Start online with your account and save your progress. No intake link is needed. Payment is confirmed before final packet generation; staff support is optional.

How Keystone helps

A clearer path than starting with a blank form.

Plain-language prompts instead of starting from a blank PDF.

Factual answers organized into the form or packet workflow.

Official PDF reference kept nearby for version checking.

Selected forms stay connected to one matter or intake request.

FAQ

Frequently asked questions.

These answers are general document-preparation information. They do not replace court instructions or legal advice.

Question 1What is the SE-3A small estate affidavit used for?

The SE-3A is generally used for voluntary administration, often called a small estate, when the estate fits New York's small-estate requirements. The packet asks for facts about the person who died, family members, assets, debts, and confirmations required by the form.

Question 2Does the $50,000 limit include real estate?

The small-estate workflow is generally focused on personal property. Real property such as a house, land, or condominium can change what is needed. Confirm requirements with the court or an attorney if real estate is involved.

Question 3Can I use this if there was a will?

The form asks whether the person who died left a will and may require related information. Whether the small-estate process is available depends on the facts and court requirements.

Question 4What does the generated packet include?

Where available, Keystone can generate the filled SE-3A, a filing checklist, and supporting-document reminders for review, printing, signing, and filing.

Related forms

Other small estate forms.

SE-3B

Amended Affidavit for Voluntary Administration

Amends a prior voluntary administration affidavit.

SE-1C

Renunciation of Voluntary Administration

Used when a person gives up priority to serve in a small estate.

SE-1D

Report and Account (Small Estate)

Reports what happened in a small estate after appointment.

V-CHK

Voluntary Administration Checklist

Checklist for a voluntary administration small-estate filing.

Document preparation

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.