Create your Wills and Probate Form from scratch

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Here's how it works

01. Start with a blank Wills and Probate Form
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 Wills and Probate Form in seconds via email or a link. You can also download it, export it, or print it out.

A detailed walkthrough of how to craft your Wills and Probate Form online

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Step 1: Start with DocHub's free trial.

Go to the DocHub website and sign up for the free trial. This provides access to every feature you’ll require to create your Wills and Probate Form without any upfront cost.

Step 2: Navigate to your dashboard.

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

Step 3: Initiate a new document.

Hit New Document in your dashboard, and choose Create Blank Document to create your Wills and Probate Form from the ground up.

Step 4: Utilize editing tools.

Place different fields such as text boxes, radio buttons, icons, signatures, etc. Organize these elements 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 Wills and Probate Form template.

Turn your newly designed form into a template if you need to send many copies of the same document repeatedly.

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

Send the form via email, share a public link, or even post it online if you wish to collect responses from more recipients.

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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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These non-probate assets include life insurance policies, IRAs, U.S. savings bonds, and jointly held bank accounts. Discounting exempted items, if the total value of your loved ones personal property is below $50,000, the good news is you can likely bypass full probate in New York.
You can complete probate on your own, but an attorney can make the process easier.
The custodian of the will (the person who has the will at the time of the persons death) must, within 30 days of the persons death: Take the original will to the probate court clerks office within 30 days. Contact your superior court courthouse to find out where the probate court clerks office is located.
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.
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.
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Related Q&A to Wills and Probate Form

When a New York domiciliary dies (decedent) having a Last Will and Testament (testate), Probate is the process in which: (1) a Will is proved to the satisfaction of the Court to be the valid Last Will and Testament of the decedent, (2) the person named in the Will as Executor (fiduciary) is appointed to carry out
The probate process is initiated with the presenting of the original Will together with a certified copy of the death certificate and list of heirs at law to the Surrogate by the named executor.
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.

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