DocketBuddy
Attorney workpaper
Probate

Browser workpaper

Small Estate / Probate Path Selector

Whether an estate may qualify for a small-estate procedure and which proceeding is likely needed

Output scope

Reviewed state threshold branch: New York voluntary administration for a 2026 date of death. Other jurisdictions and years are held.

Direct answer

What this workpaper does

This browser workpaper addresses whether an estate may qualify for a small-estate procedure and which proceeding is likely needed. It returns only the entered-fact arithmetic, chronology, reconciliation, or coverage result shown on this page and leaves legal conclusions for attorney review.

Use it when: Counsel is screening a new administration after death.

Source links checked
August 21, 2026

Working facts

Required rows are marked. Do not enter names, account numbers, or narrative medical facts.

01

The reviewed threshold branch is New York. Enter New York and the county, such as New York / Kings County.

02

The reviewed New York threshold branch is limited to a 2026 date of death.

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Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

07
Row 1
Enter the first row
Advanced paste format

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Enter one item per line. For a row with several facts, use key=value pairs separated by semicolons, such as date=2026-01-15; amount=1250.

Runs in this browser. Continue to Preflight when the file itself needs review.

Method

This workpaper uses deterministic arithmetic, chronology, reconciliation, or coverage logic from the entered fields. It does not persist client facts or send field values to general analytics.

The result is an attorney workpaper, not a legal conclusion. Verify current primary authority and every fact against the file.

Before relying on it

  1. 01Confirm each required entry against the source record.
  2. 02Build the workpaper and inspect every calculated fact and held question.
  3. 03Open the cited sources and verify the version that governs the matter.
  4. 04Move unresolved file questions into the related Preflight review.

What the workpaper returns

  • preliminary procedure
  • threshold used
  • disqualifying asset/claim flags
  • required forms
  • jurisdiction and venue prompts

Same practice

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