Administration Forms

Someone died without a will. Before you can access their accounts or sell their property, you need to be officially appointed. This form starts that process.

A family member died without a will.

When someone who lived outside New York died without a will but owned property here, this form asks the court to appoint an administrator for the NY property.

The deceased lived outside NY, had no will, but owned property in New York.

When the original administrator dies or can no longer serve, this form asks the court to appoint a replacement to finish settling the estate.

The original administrator can no longer serve and the estate isn't fully settled.

A sworn statement listing all the deceased person's legal heirs — their names, addresses, ages, and relationship to the deceased. Required in every administration proceeding.

You're filing for administration and need to identify all heirs.

Proof that you made a genuine effort to locate and notify all interested parties. Required when you can't find certain heirs or beneficiaries.

You can't find one or more heirs and need to show the court you tried.

Proof that legal papers were properly delivered to all required parties. Filed after serving citations or notices.

You've served legal papers and need to prove delivery to the court.

A sworn statement about the deceased's marital history. Required in administration proceedings to determine who has priority to serve as administrator.

Filing for administration — the court needs to verify marital status and spousal rights.

A court order notifying all interested parties about the administration proceeding and giving them a chance to appear and be heard.

You're filing for administration and need to officially notify all parties.

When an interested party agrees to the administration without needing to be formally served. Speeds up the process by avoiding the citation step.

Family members agree to the administration and don't need to be formally served.

The court's official order appointing the administrator. This is what the court signs after approving your petition.

Your administration petition has been approved — this is the court's decree.

Asks the court to waive the bond requirement for the administrator. All distributees must consent.

All heirs agree that the administrator should serve without posting a bond.

Checklist of all documents needed for an administration petition filing.

Before filing an administration petition.

Checklist for filing ancillary administration when the deceased lived outside New York.

Before filing an ancillary administration petition.

Checklist for filing a petition for successor administrator (de bonis non).

Before filing an administration d.b.n. petition.