Probate Petition Checklist
A checklist of all documents you need to file with your probate petition. Use this to make sure your filing is complete.
Choose your path
Use this checklist before you file — it can save you a trip.
The court may reject incomplete filings, which means another visit to the courthouse.
Keystone Pinnacle Pro offers document preparation for selected forms. Check availability, scope and pricing on Pro. Preparation does not include legal or tax advice or court representation.
When do you need this form?
Before filing a probate petition — use to check your paperwork.
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?
Check Keystone Pinnacle Pro for available forms and preparation scope. For advice on what to file in your case, consult an attorney.
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 P-CHK?
P-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.