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New York Surrogate's Court Forms Finder

Find New York Surrogate's Court probate, administration, and voluntary administration form groups before you file in the county where the proceeding belongs.

New York Probate Forms by Situation

Start with the official New York Courts Surrogate's Court forms page, choose the proceeding type, and then verify county-specific filing instructions with the Surrogate's Court where the case will be brought.

Find Forms By Your Situation

Official Resources

Start with the official New York Courts Surrogate's Court forms page, choose the proceeding type, and then verify county-specific filing instructions with the Surrogate's Court where the case will be brought.

New York Courts - Surrogate's Court Forms

Official form categories for Surrogate's Court proceedings

New York Courts - Probate Forms

Official probate forms, including probate petitions and probate proceeding checklists

New York Courts - Administration Forms

Official administration forms for estates without a will

New York Courts - Small Estate Forms

Official voluntary administration and small-estate forms

Important Notes

  • -New York Courts says Surrogate's Court forms are arranged by type of proceeding.
  • -New York Courts says many proceeding pages include checklists to assist the public in completing petitions, and those checklists should not be submitted to the court.
  • -The official forms pages say fillable PDFs can be completed electronically and printed, but cannot be submitted online or saved from the fillable PDF itself.
  • -Questions about completing forms should be addressed to the Surrogate's Court in the county where the proceeding will be brought.

Sources: New York Courts - Surrogate's Court Forms | New York Courts - Probate Forms

Not sure which New York forms you need?

Answer a few questions to sort the likely filing path before you pick forms or contact the Surrogate's Court.

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How to Use New York Probate FormsWhy the filing path comes before the form number

The form finder groups records such as Probate, Administration, Small Estate / Voluntary Administration so you can start with the likely procedure rather than one isolated form number.

Use source links such as New York Courts - Surrogate's Court Forms, New York Courts - Probate Forms, New York Courts - Administration Forms to locate official forms and verify which documents belong in the packet.

New York Form Prep ChecksCounty packet rules and the records to gather before filing

Choose the filing path

Common filing paths in this data include Probate, Administration, Small Estate / Voluntary Administration. Match the estate facts to the correct path before preparing forms.

Verify the county packet

Check the county Surrogate's Court or local filing-office instructions for coversheets, copy rules, appointments, fees, and filing methods.

Pull supporting records first

Collect the original will if one exists, certified death certificates, asset values, deed or title records, heir and beneficiary details, and creditor information before filling out the packet.

Frequently Asked Questions

Where can I get New York probate forms?
Start with New York Courts - Surrogate's Court Forms, New York Courts - Probate Forms, New York Courts - Administration Forms. Then verify local county instructions before you file, because packet rules, copy requirements, fees, and filing methods can vary.
How do I know which New York probate form I need?
Start with the filing path, not the form number. The right packet depends on will status, asset type and value, creditor issues, heirs or beneficiaries, and whether a simplified procedure fits.
Can I file New York probate forms without an attorney?
Some paths may allow self-filing, but the answer still depends on the estate, the county office, disputes, real estate, creditors, and tax facts. Verify the county rules and get legal help when rights or strategy are unclear.
What should I gather before filling out New York probate forms?
Gather the original will if one exists, certified death certificates, asset and debt lists, deed or title records, beneficiary records, and names and addresses for heirs or beneficiaries.
New York Official Forms and SourcesOfficial references used for this page

Information current as of June 2, 2026

Settled Estate is not a law firm, and this content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in New York can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.

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