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NY Certificate of Credible Witness
When needing an witness to validate signature of someone who marks with X or has hard time writing and signature seems to be illegible. Most commonly used for estate planning, but can be used for any contract or document. Can also be used when someone has expired ID or missing ID.
Declaration of Custodian of Records
For use for when authenticating business records or documents – such as local governments, vital records, medical, churches, business or organization archives etc.
Change of Address Letter- Estate and Probate-California
Change of address should includes the sender, the former address, the new address, the date the new address is effective, and any other contact related information, such as phone number or email address. Can also include the account number if applicable.
Determination of Incapacity for Wisconsin – Estate & Probate Legal Document
This form is required by Probate Court in Wisconsin when attempting to gain control over a person’s estate and/or person due to incompetence.
Instructions to Set a Hearing and to Complete a Notice of Hearing
A Notice of Hearing is a prepared legal document that invokes all parties to hear a motion and may be emitted by any party. Most notably the notice contains a time and date for the court clerk to amend schedule for and what motion will be attempted. Motions require both sides to be present.
Instructions to File a Petition to Accept
A petition is made to the court by a petitioner against a respondent, versus a complaint, which is filed by a plaintiff against a defendant. A petition asks the court to provide a court order, while a complaint is filed to seek damages or to get the defendant to start or stop doing something.
Instructions for Testamentatary or Written Instrument Appointment of A Guardian for Minor
The Court may appoint a Guardian for a Minor, if the Court finds the appointment would be in the best interest
of the Minor and one of these four statements applies:
1. The parents consent to the appointment.
2. The parents’ parental rights have been terminated by a court order.
3. The parents are unwilling or unable to exercise their parental rights. For example, the parents are
deceased or they have abandoned the child.
4. Guardianship of a child has previously been granted to a third party and the third party has subsequently
died or become incapacitated and the guardian has not made an appointment of a guardian either by will
or written instrument.
Instructions for Adult Guardianship-Family Law
Adult guardianship is a legal procedure in which a court determines that a person is incapable of making decisions because of severe disabilities, and that the person is in need of protection. The person may be too mentally confused or forgetful to make decisions about medical treatment or to obtain appropriate food and shelter.
Instructions for adding co-guardian-conservator or successor guardian-conservator
A co-guardian/conservator is appointed to serve along-side of the already existing guardian/conservator. Persons serving together as co-guardian have equal authority to act unless otherwise specified by the court. The court may appoint a co-guardian/conservator to start serving immediately, or to start serving upon the happening of some designated event. Instructions for adding co-guardian-conservator or successor guardian-conservator.
Instructions to File a Petition to Terminate a Conservatorship
Instructions to File a Petition to Terminate a Conservatorship
Will Questionnaire
PDF copy of a Will Questionnaire to use for clients to fill out
Instructions to File a Petition to Transfer to Another State
Instructions to File a Petition to Transfer to Another State
Small Estate Affidavit Instructions
Instructions to writing a Small Estate Affidavit includes: obtaining and complete the small estate affidavit, you must obtain the form used by the probate court in the county where the deceased was a resident;Â Include attachments; obtain other signatures; get the documents notarized; and transfer the property.