Surrogate's Court Local Practices

• Mandatory e-filing implemented October 21, 2020.
Protocols: http://ww2.nycourts.gov/sites/default/files/document/files/2020-10/Protocol.pdf

• A family tree is required in all estates.
Form: https://www.nycourts.gov/LegacyPDFS/FORMS/surrogates/pdfs/familytree.pdf

• Divorce Decrees regarding all decedent’s former spouses, who are still living, are required in all estates. Certificates of Divorce are acceptable and can be obtained from County Clerk.

• Voluntary Administrations - pre-paid envelopes addressed to all interested parties are required.

• Administrations/Administration CTA - A receipted funeral bill OR consent to no bond from the undertaker is required. A consent to no bond by the attorney of record is required. An affidavit of assets and debts is required. 
Forms: http://ww2.nycourts.gov/courts/6jd/broome/Surrogate/Forms.shtml

• Returned Documents - Pre-paid self-addressed envelopes for all documents to be returned are required (i.e. certificates of appointment, certified copies of documents, others upon request).

• Corrections are made by filing an amended document or an affidavit to amend a document. 

• The Court reserves the right to request any document that the Surrogate deems necessary to make determination on any proceedings before the Court.