New York Small Estate Affidavit (2026)
New York uses voluntary administration (SCPA Article 13) for estates with $50,000 or less in personal property: the affidavit is Surrogate's Court Form SE-3A. DoneDoc prepares a worksheet and instructions for that form.
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New York: key facts
- Value limit
- $50,000 of personal property; real estate is not included (SCPA §1301–1302).
- Official form
- Surrogate's Court Form SE-3A.
- Court
- Filed with the Surrogate's Court of the decedent's county.
- Waiting period
- Check with the Surrogate’s Court.
- What DoneDoc gives you
- A worksheet to fill in Form SE-3A, plus instructions. It is not the official form.
Official source: NY Surrogate’s Court Procedure Act §1301 · Official form · Last reviewed: October 2026
Frequently asked questions
- What happens if the estate is over the New York limit?
- A small estate procedure cannot be used; a probate case in court is needed. Our form blocks values over the limit.
- Do I need to write account numbers?
- No. We never ask for them. Write them by hand on the copy for each holder, if the holder needs them.
- Is this the official form?
- No. New York uses its own official form; DoneDoc gives you a worksheet with your information organized to fill it in, plus step-by-step instructions.
- Can I get it in Spanish?
- Yes. You sign the English document and also receive a Spanish reference translation and Spanish instructions.
DoneDoc provides self-help forms and is not a law firm. We recommend having your document reviewed by a licensed attorney in your state before signing.
Other New York affidavits
Affidavit of ResidenceAffidavit of HeirshipAffidavit of Financial SupportIdentity Theft AffidavitLost Title Affidavit