Administration c.t.a. Checklist
Checklist for filing administration with the will annexed (when the named executor cannot serve).
Choose your path
Administration c.t.a. combines probate and administration requirements.
When the named executor can't serve, the filing requirements draw from both processes. This checklist helps track what you need. If it feels like a lot, our team can help.
When do you need this form?
Before filing for administration c.t.a. — the will exists but the named executor can't serve.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
Ready to complete this form?
Prepare a printable package yourself, or talk with our team if you need help deciding what to file.
Other probate forms
Petition for Probate and Letters Testamentary
Someone died and left a will. Before that will can be carried out, the court needs to verify it's valid and officially appoint the executor named in it. This form starts that process.
AP-1Petition for Ancillary Probate
When someone who lived outside New York died with a will but owned property in New York, this form asks the court to recognize the out-of-state probate.
CTAProbate Citation
A court order that notifies all interested parties about the probate proceeding. It gives them a chance to appear and object before the will is admitted.
SLTPetition for Successor Letters Testamentary
When the original executor can no longer serve (died, resigned, or was removed), this form asks the court to appoint the next person named in the will.
Need More Than Form ACTA-CHK?
ACTA-CHK is one step in a longer court process. If the estate also includes a house or other real property in Brooklyn, Keystone Pinnacle helps coordinate the filings, tax clearances, and the sale.
Schedule a 15-minute call. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and document preparation.