Legal Question in Wills and Trusts in New York

Re: Small Estate affidavit

YOU DO NOT SAY HOW THE SECURITIES WERE REGISTERED (JOINTLY WITH SOMEONE OR INDIVIDUALLY). IF INDIVIDUALLY, THE FORM YOU NEED (AFFIDAVIT OF DOMICILE) NEEDS TO BE SIGNED BY THE EXECUTOR OR ADMINISTRATOR. IF YOU ARE A JOINT OWNER, YOU MAY BE ABLE TO SIGN THIS FORM YOURSELF. MORE INFORMATION IS NEEDED TO PROVIDE A BETTER RESPONSE.

Re: Small Estate affidavit

Your question was sent to me by LawGuru, being an atorney in Arizona. The issue is whether the decedent was a resident of Arizona or New York. If New York, an attorney in that area can help you. If Arizona, you will perhaps need a probate and a consultation with us can be arranged at 480.835.1500. It is free with no obligation.

More information is needed. Joint tenancy account? In the name of a trust? Usually there is a beneficiary on the account and the institution has their own forms if there is a beneficiary.

Best regards.

Re: Small Estate affidavit

If you need a New York attorney to assist you in this matter, please contact me via email.

Good luck!