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.
This form can be tricky to get right.
The Probate Petition requires detailed information about the deceased, their assets, all potential heirs, and the will itself. Errors or missing details can delay your filing by weeks. Our team walks families through the entire process.
When do you need this form?
A family member died with a will and you need to carry out their wishes.
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.
Frequently Asked Questions
Not sure how to fill out this form?
Our team walks families through the entire process — from paperwork to filing with the court.
(516) 703-6942Other probate forms
Petition 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.
P-14Affidavit of Attesting Witness
A sworn statement from a witness who watched the deceased sign their will. The court needs this to verify the will is authentic.
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