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Document Preparation

Prepare Court Forms Online

Small estates under $50,000 are prepared online from your own answers. For every other filing, our staff prepares the packet for you.

Go to Keystone Pinnacle Pro

How It Works

Step 1

Tell Us Your Situation

Answer plain-language questions about the estate and what you need to file.

Step 2

We Confirm Your Path

Small estates under $50,000 continue online. Every other filing is prepared by our staff, who confirm the exact price before any payment.

Step 3

We Prepare Your Documents

Your court forms are filled in from the information you provided.

Step 4

You Review and File

Review the finished packet, sign it, and file it with the court.

This is a document preparation and coordination path — not legal advice. If you need help deciding what to file, consultation remains a separate option.

Two Preparation Paths

One filing you can complete online yourself. Everything else is prepared by our staff.

Path 1 — Online, self-serve

Small estate — under $50,000

Affidavit for Voluntary Administration (SE-3A)

$99

Guided online preparation: you answer plain-language questions and the packet is prepared from your answers.

Start the small estate packet
Path 2 — Prepared by our staff

Everything else

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.

Tell us what you need

Your privacy is protected. We will never collect Social Security numbers or sensitive financial data online. Sensitive fields are left blank on the generated forms for you to fill in by hand after printing.

Ready to Get Started?

For a small estate, Keystone Pinnacle Pro opens in a new window and you can begin right away. For every other filing, tell us what you need and we confirm the exact price before any payment.

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