Create your Testate Document from scratch

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Here's how it works

01. Start with a blank Testate Document
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Testate Document in seconds via email or a link. You can also download it, export it, or print it out.

A detailed guide on how to design your Testate Document online

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Step 1: Start with DocHub's free trial.

Navigate to the DocHub website and sign up for the free trial. This provides access to every feature you’ll need to create your Testate Document without any upfront cost.

Step 2: Access your dashboard.

Log in to your DocHub account and navigate to the dashboard.

Step 3: Craft a new document.

Click New Document in your dashboard, and select Create Blank Document to create your Testate Document from the ground up.

Step 4: Use editing tools.

Add various fields such as text boxes, radio buttons, icons, signatures, etc. Organize these fields to suit the layout of your document and designate them to recipients if needed.

Step 5: Organize the form layout.

Rearrange your document quickly by adding, moving, deleting, or combining pages with just a few clicks.

Step 6: Craft the Testate Document template.

Turn your freshly designed form into a template if you need to send many copies of the same document multiple times.

Step 7: Save, export, or share the form.

Send the form via email, share a public link, or even post it online if you want to collect responses from a broader audience.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Common ways to hold or transfer property to avoid the New York probate process include: Living trusts. The State of New York allows residents to create a living trust for nearly any type of asset, including houses, properties, vehicles, and bank accounts. Co-ownership. Beneficiary designations.
A Petition for Probate must be filed in the county that the deceased resided at the date of death. The petition must be filed with the original last will and testament, death certificate, and court filing fee. Additional supporting documents and affidavits may be required depending on the circumstances.
While the threshold for probate in NY is $50,000, in reality, the probate process is influenced by many things, and the estates total value is just one of them. Whether or not your estate actually goes through probate will also depend on the type of assets held within the estate and how they were owned.
Only an estate valued over $30,000 must be probated when there is a will. The court has a small estate proceeding when the estate is below $30,000. An estate without a will is administered, not probated.
In New York state, a will only has to be submitted to probate if the decedents remaining assets are worth $30,000 or more. Such assets do not include any property or funds that transferred via pay on death accounts, in trust for (ITF) accounts, or joint ownership, as these automatically bypass the probate process.
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Related Q&A to Testate Document

How Long to Settle an Estate in New York? The short answer: from 7 months to 3 years. Typically 9 months. Estate settlement (also known as estate administration) is the phase during which you, as the court-appointed executor, must collect the estate assets, organize and pays debts, and file all final taxes.

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