New Enhancements to the New York Surrogate's Court Forms Now Available on Estateably

New Enhancements to the New York Surrogate's Court Forms Now Available on Estateably

The Estateably Team
January 16, 2025

We are happy to announce that enhancements to the New York Surrogate's Court Forms for all Probate and Administration-related matters are now live on Estateably!

Key enhancements we’ve implemented include:

  • New York-Specific Fields: We've personalized the Intake, Contacts and Inventory sections to reflect the unique requirements of New York's Surrogate’s Court.
  • Expanded Petition Type Options: The Intake process now includes a specific list of Petition Types for easier selection.
  • Beneficiary Classification: Beneficiaries can now be classified as Distributees or Legatees, simplifying data organization in the platform and the petitions.

Get Started

Want to learn more about the forms, features and automations available on Estateably? Book a personalized demo with us to get started!

Need Help?

Our support team is here to assist you with any questions or concerns. Contact us at support@estateably.com, and we’ll be happy to help.

Stay tuned for more updates and improvements!

More Articles