What documents need to be filed with the court?

In New York, there are several documents required to be filed with the court before a probate estate can be administered. First, the decedent’s Last Will and Testament must be filed with the court. The executor, who is typically named in the Will, is responsible for filing it. Additionally, the executor must file a Petition for Probate with the court. This is a document that details the executor’s legal authority to administer the estate and explains the need for the court’s involvement in administering the estate. The executor must also file an inventory of the estate’s assets. This includes a list of the types, value, and location of the assets that belong to the estate. Depending on the complexity of the estate, additional documents such as death certificates, appraisals, and tax returns may need to be filed. The executor may need assistance from a probate attorney to ensure all documents are properly filed with the court.

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