Forms and Links

The information sheets and checklists below will help you better understand the basic processes involved in each of our practice areas so you can get organized and be prepared for future meetings.  We have also provided useful links to court and government websites.

Forms

These forms are provided to help you get organized and be prepared for future meetings by allowing you to complete all of the necessary paperwork on your own time, before we start our work together. Benjamin Katz, Esq. P.C. offers information sheets and an estate planning worksheet. Simply download and complete the estate planning worksheet form below prior to our first estate planning session. 

Estate Planning Information Sheet – This document describes the differences between Wills and Trusts, discussing the advantages and disadvantages of both types of estate plans.

Real Estate Transactions Information Sheet -This document describes the various stages of the real estate transaction process.

Estate Administration Checklist – This is a checklist of general responsibilities and actions necessary to be taken by individuals serving as estate fiduciaries (Executors or Administrators).

Statement of Clients Rights – This document sets forth the rights of legal clients and is required to be posted in all New York attorneys’ offices. 

Links

WebSurrogate – free public access portal to search filings in New York State Surrogate’s Court.

• https://websurrogates.nycourts.gov/Home/Welcome/?ReturnUrl=%2F

New York State Unified Court System – free public access portal to find information and websites of all courts throughout New York State.

• https://www.nycourts.gov/find-court?topic_field_case_types=All&field_court_type=201&topic_field_counties_topic_title_fulltext=&topic=366&wrapped=true

Statewide Forms:Surrogate’s Court – search and download official forms used by Surrogate’s Court in all New York counties for the various proceedings filed. [Some counties may require local forms to be used in certain proceedings].

• https://www.nycourts.gov/forms?search_api_forms_fulltext=&node_field_court_type[201]=201

Automated City Register Information System (ACRIS) – search property records and view document images in Manhattan, Queens, Bronx, and Brooklyn.

• https://www.nyc.gov/site/finance/property/acris.page

Office of the Richmond County Clerk:Land Records Search – search property records and view document images in Staten Island.

• https://www.richmondcountyclerk.com/Search/SearchIndex

Office of the Westchester County Clerk:Records Search – search and view property records, legal records and county maps. 

• https://wro.westchesterclerk.com/Login/Login.aspx?ReturnUrl=%2f

Nassau County Land Records Viewer – two links for Nassau County property records and online search.

• https://lrv.nassaucountyny.gov
• https://i2f.uslandrecords.com/NY/Nassau/(X(1)S(m0mjb5ipss14ceos0h4orqqo))/D/Default.aspx?AspxAutoDetectCookieSupport=1

Suffolk County Land Records Search – search property records and view images in Suffolk County.

• https://clerk.suffolkcountyny.gov/kiosk/Agreement.aspx

New York State Unifed Court System E-Filing (NYSCEF) – portal to search court records and electronically file.

• https://iapps.courts.state.ny.us/nyscef/UnRepresentedHome

If you are interested in a free consultation with Mr. Katz, call our office today at Call Us or send us a message through the convenient form and we will be delighted to make an appointment for you.