Free state checklist
New York Executor Administration Checklist
New York administration is handled through Surrogate's Court, with different filing paths for probate, administration, and small estates. This list uses New York Courts guidance on fiduciary duties and the Inventory of Assets, plus the official commission statute and IRS tax context, to turn the process into organized next questions.
This checklist turns official court, statute, and IRS information into organization prompts. It is not legal advice, a court filing, or a decision about what your estate is required to do.
Workspace purchases are currently unavailable; the complete checklist is free.
Source-backed action list
How to use this New York list
Keep the original filing documents, asset values, creditor and tax questions, and court records together. Uniform Rule 207.20 describes the Inventory of Assets categories and filing window, while the fiduciary guide explains the broader responsibilities; the court or a qualified professional can confirm what applies to your case.
- Open the official source beside an item when you need the underlying rule or court instruction.
- Use “Applies when” as a prompt to check your facts; conditional items may not fit every estate.
- Keep private records in your own secure system. This free checklist stores only checkbox state in the current browser session.
Keep the estate organized as the work continues
MyExecutorDesk's one-time $19.90 workspace is for private organization: case tasks, records, expenses, and notes. It does not decide legal entitlement or create a court filing.