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Document Preparation

Prepare Court Forms Online

Small estates are prepared online from your own answers. For every other filing, our staff prepares the documents and confirms the exact price before any payment.

What We Prepare

Two paths: a small estate is prepared online; everything else is prepared by our staff.

Prepare it yourself, online

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 online
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

How It Works

Step 1

Tell Us What You Need

Identify the filing that matches your situation: a small estate is prepared online; every other matter is prepared by our staff.

Step 2

Answer Questions

Answer plain-language factual questions about the person, the estate, and the interested parties.

Step 3

We Prepare, You Review

The packet is prepared from your answers. You review every page before anything is filed.

Step 4

File With the Court

Print or download the completed packet and file it with the Surrogate's 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.

Ready to Prepare Your Forms?

A small estate is prepared online for $99 on Keystone Pinnacle Pro, which opens in a new window. For any other filing, tell us what you need and we confirm the exact price before any payment.