Prepare Court Forms Online
Two ways to get your paperwork ready: prepare the small estate packet yourself online, or have our staff prepare the filing for you.
What We Prepare
Keystone Pinnacle Pro provides document preparation and coordination. There are two paths: the small estate packet is prepared online by you, and everything else is prepared by our staff.
Small estate — under $50,000
Affidavit for Voluntary Administration (SE-3A)
Guided online preparation: you answer plain-language questions and the packet is prepared from your answers.
Prepared by our staff
These proceedings are not sold online. We review your situation, confirm which documents are needed, and then prepare the packet.
Probate petition
Petition for Probate, affidavit of attesting witness, waivers
Letters of Administration
Petition for Administration, renunciations, affidavit of heirship
Guardianship
G-2B petition, OCFS-3909, cover letter, IdentoGO instructions
Estate property sale
Petition to remove restrictions, cover letter, checklist
Prepared by our staff. Tell us what you need and we confirm the exact price before any payment.
Request a priceHow It Works
The same four steps, whether you prepare the small estate packet online or our staff prepares your filing.
Tell Us What You Need
Start the small estate packet online, or tell us which proceeding you need and our staff prepares it.
Answer Questions
Answer plain-language factual questions about the estate, family, and assets.
Review Your Packet
Review every document prepared from your answers before you sign it.
Receive & File
Receive your printable packet and follow the filing instructions.
This is a document-preparation and coordination path, not legal advice. If you need help deciding what to file, consultation remains a separate option.
We do not collect Social Security numbers online. Forms that require one are prepared with that field left blank for you to complete by hand.
Ready to Prepare Your Forms?
Start the small estate packet online — Keystone Pinnacle Pro opens in a new window. For any other proceeding, tell us what you need and we confirm the price before any payment.