Voluntary Administration Checklist
Checklist of documents needed for a small estate voluntary administration filing.
Choose your path
Even the simplified process has specific document requirements.
Make sure your small estate filing is complete before visiting the courthouse. If you'd like someone to review your documents, our team is happy to help.
When do you need this form?
Before filing a small estate affidavit (SE-3A).
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 small estate forms
Affidavit for Voluntary Administration (Small Estate)
If the estate is worth $50,000 or less, you may not need full probate. This simpler form lets you collect assets without going to court. Faster and cheaper.
SE-3BAmended Affidavit for Voluntary Administration
If you already filed SE-3A but need to add assets or correct information, this amended version updates the original filing.
SE-1CRenunciation of Voluntary Administration
When someone who has priority to serve as voluntary administrator wants to step aside and let someone else handle it.
SE-1DReport and Account (Small Estate)
The final accounting for a small estate — shows what assets were collected, what debts were paid, and how the remaining funds were distributed.
Inherited a House in Brooklyn?
Selling inherited property involves court filings, tax clearances, and title issues that most agents don't understand. Keystone Pinnacle specializes in exactly this.
Schedule a consultation. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and court filing guidance.