Free New York Legal Templates

Proper accounting and inventory of estate assets are crucial fiduciary duties. This Inventory of Assets template is the official document…

Non-trust estates require a formal accounting of all financial transactions to the court and beneficiaries. This Non-Trust Accounting Forms template…

If a fiduciary fails to provide a required accounting, an interested party must petition the court to compel the action.…

Trust administration requires a formal, comprehensive accounting of all trust income, expenses, and distributions. This Trust Accounting Forms template provides…

When a decedent owned property in New York but was a resident of another state, a petition for ancillary letters…

When a previously appointed Personal Representative is unable to finish the administration, a new PR must be appointed de bonis…

When a decedent dies without a will, a formal request must be made to appoint an administrator to manage the…

The formal request for access to sealed adoption records must be made through a specific pleading. This Petition for Access…

Adoptees often seek access to their original sealed records, which requires a court order. This Order on Petition for Access…

The Petition For Adoption (Agency) (1-A) template is the official, mandatory pleading for commencing an adoption through an agency in…

To ensure all parties are properly identified in an agency adoption, a sworn affidavit is required. This Affidavit Identifying Party…

All parties in an agency adoption must disclose their financial status to the court. This Affidavit of Financial Disclosure -…

In private placement adoptions, the adoptive parents must disclose their financial status to the court. This Affidavit of Financial Disclosure…

After the final order of adoption, an Affidavit Of No Appeal (10-C) is often required to confirm that the appeal…

Parties entitled to notice of a petition for sealed records may waive that right and consent to the access. This…

To commence an adoption in the correct New York county, a sworn statement regarding venue is required. This Affirmation Regarding…

The Agreement of Adoption & Consent (Agency) (2-A) template is the official, mandatory document in an agency adoption that formally…

In a private placement adoption, the Agreement of Adoption (Private Placement) (2-B) template is the official document that formally establishes…

After an adoption is finalized and the records are sealed, a special application is required to obtain a certified copy…

To obtain a certified copy of the adoption order before the records are sealed, a formal application is required. This…

This Application for Certified Copy of Adoption Order (Before sealing of records) (15-B) template is an alternative official form for…

The Certificate Of Adoption (14) template is the official document issued by the court to attest that the adoption has…

A comprehensive Child's Medical History (1-D) is a mandatory disclosure in the adoption process. This template is the official form…

When a child over the age of 14 is being adopted through an agency, their formal consent is legally required.…

In a private placement adoption, a child over 14 must formally consent to the adoption. This Consent of Child Over…

The court requires a formal decision regarding the appropriate county for the adoption proceeding. This Determination of Family Court Judge…

In a step-parent adoption via private placement, the birth parent's consent is often given outside of court. This Extra-Judicial Consent…

Birth parents in a private placement adoption may consent to the adoption outside of a court setting. This Extra-Judicial Consent…

In step-parent adoptions, a birth parent's consent may be given formally before a judge. This Judicial Consent (Birth or Legal…

When a birth parent in a private placement adoption gives consent formally before a judge, this Judicial Consent (Birth or…

If an application for certification or a petition for adoption is denied, or the child is removed from the home,…

When a prospective adoptive parent is granted temporary guardianship of the child, formal notice must be provided to all parties.…

When a petition to access sealed adoption records is filed, formal notice of the petition must be served on necessary…

Formal notice of the proposed adoption is required to be provided to certain non-consenting parties. This Notice of Proposed Adoption…

Firms must formally request information regarding a child's father from the New York Office of Children and Family Services. This…

The official court document granting a prospective parent certification to adopt is crucial. This Order (Certification as a Qualified Adoptive…

In some cases, the court grants certification subject to specific conditions being met. This Order (Conditional Certification as a Qualified…

When temporary guardianship is granted, a formal court order is required to document the change in custody. This Order (Temporary…

Post-adoption contact agreements may require court intervention to enforce the terms. This Order Determining Petition For Enforcement Of Post-adoption Contact…

When the court requires notice to be served in a manner other than personal service, a formal order directing that…

After an adoption is finalized and the records are sealed, a formal order is required to authorize the release of…

Law firms handling adoption must provide clear information to birth parents regarding the Adoption Information Registry. This Birth Parent Registration…

When a certified adoptive parent's certification has expired, this Affidavit & Report (Disinterested Person - Extension of Expired Certification) (26-A)…

The private placement adoption process requires a thorough investigation and certification of the prospective parents. This Affidavit & Report (Disinterested…

If circumstances change after a prospective adoptive parent is certified, a formal affidavit must be filed to update the court.…

This Affidavit (Change of circumstances since certification as qualified adoptive parent) (21-E) template is the official sworn document for disclosing…

When a child is in the lawful custody of someone other than a birth parent, their consent is required for…

In a private placement adoption, all parties must be formally identified to the court through a sworn statement. This Affidavit…

The Order Of Adoption (Private-placement) (13-B) template is the official court document that legally finalizes an adoption conducted via private…

Before finalizing an adoption, the court may require an inquiry into the child's protective history. This Order of Child Protective…

When a client seeks to register and finalize a foreign adoption order in New York, a court order is required.…

If the parties agree to a post-adoption contact agreement, a court order is required to incorporate it into the final…

The court often orders an investigation into the adoptive home and circumstances before the finalization hearing. This Order of Investigation…

When service by publication is required in an adoption, a formal court order is needed to authorize the publication. This…

When the court needs to formalize its determination regarding the appropriate venue for the adoption case, this Order Regarding Venue…

In rare cases, a child may need to be removed from the adoptive home before the final order. This Order…

To initiate the process of removing a child from an adoptive home, a show cause order is often required. This…

To become certified as a prospective adoptive parent, a formal request must be made to the court. This Petition (Certification…

The formal Petition for Adoption (Private Placement) (1-C) template is the official, mandatory pleading for commencing a private placement adoption…

If the terms of a post-adoption contact agreement are violated, a formal request to the court is needed to enforce…

When an adoptive parent's certification expires, a formal request must be filed to seek an extension. This Petition for Extention…

To legally recognize a foreign adoption, a formal request must be made to the court. This Petition for Registration of…

When temporary guardianship is needed for an adoptive child, a formal request must be made to the court. This Petition…

In a private placement adoption, the court-ordered investigation into the adoptive home is formalized in this Report of Investigation (Private…

The Supplemental Affidavit (Agency) (10-A) template is a sworn document often used in agency adoptions to provide additional, necessary facts…

The Supplemental Affidavit (Private Placement) (10-B) template is a sworn document used in private placement adoptions to provide additional, necessary…

The Verified Schedule (Agency) (1-B) template is a sworn document attached to the petition in an agency adoption, providing detailed…

When a petition for sealed adoption records is filed, proof of service on all necessary parties is mandatory. This Affidavit…

The Order Of Adoption (Agency) (13-A) template is the official court document that legally finalizes an adoption conducted through an…

The Petition for Appointment of Guardian (Property) (G-2-B, G-1, G-5, G-3, G-4) template is the official pleading for requesting the…

Guardianship for persons with intellectual or developmental disabilities requires a specific statutory process. This Petition for Appointment of Guardian (SCPA…

The Petition for Appointment of Guardian of Person Only (G-2A, G-1, G-5, G-3, G-4) template is the official pleading for…

The Petition for Appointment/Confirmation of Standby Guardian (SCPA Article 1757) (CSMD-1, CSMD-2, CSMD-3, CSMD-4, CSMD-5, CSMD-6) template is the mandatory…

This Petition for Standby Guardianship (SCPA 1726(3)) (SG-1, SG-3, SG-5, SG-7, SG-9) template is the mandatory pleading for formally requesting…

A formal request must be made to the court to withdraw funds from a minor's property for their support or…

When a minor reaches the age of majority, the guardianship account must be formally closed. This Petition to Close Guardianship…

When a guardianship is terminated for other reasons, the guardian must formally petition the court to close the account. This…

To close a guardianship account without a formal court accounting, a Release Settling Accounts must be executed by the former…

A bonded guardian must file an annual financial accounting with the court. This Annual Account of Bonded Guardian (G-7B) template…

A guardian who is not bonded must still file an annual financial accounting with the court. This Annual Account of…

The Decrees Appointing Guardian (G-6A, G-6B, G-12A, G-12B) template provides the formal court documents used to authorize the guardian's appointment…

A parent can designate a person to become a guardian if they become incapacitated or die. This Designation of Standby…

To use a minor's property for their support or education, a formal court order is required. This Order for Withdrawal…

The Petition for Probate (Form P-1) template is the official, mandatory pleading for commencing a testate administration in New York.…

Before the final appointment of a Personal Representative, a temporary appointment is sometimes required to manage the estate immediately. This…

In probate, the authenticity of the will is often proven by the sworn statement of a witness. This Affidavit of…

Parties with an interest in a testate estate may waive their right to formal notice and consent to the will's…

The Probate Citation (Form P-5) template is the mandatory court-issued notice for all interested parties in a testate estate, advising…

All interested parties in a testate estate must be formally noticed of the probate proceeding. This Notice of Probate (Form…

Proof of service of the probate citation on all necessary parties is mandatory. This Affidavit of Service of Citation (Form…

If a will's attesting witness is unavailable, a formal application is required to dispense with their sworn testimony. This Application…

If a will's witness is unavailable, the handwriting of the decedent and/or the witness may be proven by a third…

A nominated executor or trustee may formally decline to serve in their capacity. This Renunciation of Nominated Executor and or…

A person nominated as administrator with the will annexed may formally decline the role and waive their right to notice.…

For certain simplified probate proceedings, a sworn statement that the estate has no unpaid debts is required. This Affidavit of…

When a photocopy of a will is being offered for probate, a sworn statement of comparison to the original is…

This Petition for Probate template is a foundational document for formally requesting the court to validate the will and appoint…

If a decedent was a foreign national, formal notice of the administration may be required to be served on the…

A detailed inventory of all estate assets is a mandatory component of the probate process. This Inventory of Assets (Rule…

All interested parties in an intestate administration must be formally noticed of the application for letters of administration. This Notice…

When a will is probated in another jurisdiction but the decedent owned property in New York, a petition for ancillary…

When a previously appointed Personal Representative cannot complete the administration, a new PR must be appointed. This Successor Letters Testamentary…

When a PR cannot be appointed under the will, a request for an administrator with the will annexed is required.…

The Petition for Letters of Administration (Form A-1) template is the official, mandatory pleading for commencing an intestate administration when…

The Administration Citation (Form A-2) template is the mandatory court-issued notice for all interested parties in an intestate estate, advising…

The court order that formally admits the will to probate and appoints the Personal Representative is crucial. This Decree Granting…

The court order that formally appoints an administrator for an intestate estate is crucial. This Decree Appointing Administrator (Form A-6)…

If a corporate fiduciary is being appointed, a formal designation confirming their acceptance of the role is required. This Consent…

An attorney must certify to the court that they have reviewed the probate petition and all supporting documents for compliance.…

The proof of personal service of the citation on an adult is mandatory. This Affidavit of Service of Citation (Adult)…

In an administration proceeding, an attorney must file a sworn statement confirming that all procedural rules have been followed. This…

In an intestate administration, proof of mailing the notice of the application to all required parties is mandatory. This Affidavit…

In an intestate estate, an individual may formally decline the role of administrator, waive notice, and consent to the appointment…

In an intestate estate, a corporate fiduciary may waive their right to notice and consent to the appointment of an…

New York allows for a simplified administration process for small estates. This Affidavit in Relation to Settlement of Estate Under…

If errors are found in the initial affidavit for small estate administration, an amendment must be filed. This Amended Affidavit…

A person eligible to serve as a voluntary administrator for a small estate may formally decline the appointment. This Renunciation…

The voluntary administrator must file a final accounting and report after distributing a small estate. This Report & Account in…

This New York Supreme Court template provides the correct captioning and formatting required for general Civil Litigation filings in New…

This New York Appellate Division template provides the correct captioning and formatting required for general Civil Litigation filings in New…

This New York Court of Appeals template provides the correct captioning and formatting required for general Civil Litigation filings in…

A Will - Single with Children is a core estate planning document addressing guardianship, asset distribution, and fiduciary appointments for…

A Will - Married with Children is a comprehensive estate planning document designed for married clients with dependents, addressing joint…

The Do-Not-Resuscitate Order (DNR) is a critical medical document specifying that a client does not want cardiopulmonary resuscitation (CPR) performed.…

The power to make end-of-life decisions is highly personal and requires clear documentation to relieve family stress and ensure client…

The Statutory Power of Attorney is an efficient, widely accepted tool for delegating financial authority. This New York-specific template ensures…

A client's wishes regarding the disposition of their remains must be documented formally. This Appointment of Agent to Control Disposition…

In New York divorce cases, the court requires a document summarizing the factual and legal basis for the final judgment.…

All New York matrimonial actions require a specific addendum to the Request for Judicial Intervention (RJI). This Matrimonial Request for…

The Summons with Notice (UD-1) is the official, mandatory document for commencing a divorce action in New York when a…

When initiating a divorce with a full complaint, this Verified Complaint (UD-2) template is the official, mandatory pleading. Using this…

In family law cases, parties may agree to refer the matter to a neutral professional for analysis. This Stipulation for…

In paternity cases, a party may file a formal request to challenge DNA evidence. This Motion to Challenge DNA (5-4)…

For parties whose religion requires a 'get' or similar document to remarry, a sworn statement is required in the divorce…

In uncontested divorces, an attorney must file an Affirmation of Regularity (UD-5), a sworn statement confirming that all procedural steps…

Proof of service for the initial summons or complaint must be formally affirmed by the process server. This Affirmation of…

In uncontested divorces, the plaintiff must provide a comprehensive, sworn statement of the facts and grounds for divorce. This Sworn…

In uncontested divorces, the defendant must formally confirm their non-opposition and agreement to the terms. This Affirmation of Defendant (UD-7)…

New York divorce judgments must include specific information for the Support Collection Unit (SCU) if child or spousal support is…

If health insurance is ordered for a child, a Qualified Medical Child Support Order (QMCSO) must be prepared. This Qualified…

The Note of Issue (UD-9) is the official document filed in New York to advise the court that all preliminary…

After a final judgment is signed, a formal Notice of Entry (UD-14) must be served to all parties to trigger…

The formal request to the Surrogate's Court to judicially validate a will is the initial step in testate administration. This…