KEYSTONE PINNACLEPROAutomated Doc Prep

Plain-language guides for common New York court paperwork.

These pages explain the form categories people search for most: administration, probate, small estate, guardianship, estate tax, costs, and county-specific Surrogate's Court form research.

Find the guide you need.

Search by county, form type, topic, or common question. These guides explain the paperwork path before you add forms to your cart or request Staff Guided document preparation.

Showing 7 of 7 guides

County Guides

2 guides

Administration

1 guide
Letters of AdministrationAdministration

Administration Petition Guide

Plain-language guide to New York Petitions for Letters of Administration, including when administration is used, what information is needed, and common filing delays.

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Probate

1 guide
Probate formsProbate

Probate Petition Guide

Plain-language guide to New York probate petitions, probate forms, Letters Testamentary, wills, distributees, notices, and common filing delays.

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Guardianship

1 guide

Estate Tax

1 guide
Estate tax formsEstate Tax

Estate Tax and ET-117 Guide

Plain-language guide to New York estate tax release of lien paperwork, including ET-117, ET-85, ET-30, ET-706, real property transfers, and closing delays.

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Court Costs

1 guide
Court costsCourt Costs

Surrogate's Court Costs Guide

Plain-language guide to New York Surrogate's Court filing fees and related estate paperwork costs, including probate, administration, small estate, certificates, service, and ET-117.

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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.