Trusted Legal Support for Your Surrogate's Court Practice
Document Preparation
Our experienced staff prepare documents for filing with the NYS Surrogate's Courts, including, but not limited to, petitions for Probate, Administration, and trustee resignation and appointment
Fiduciary Accountings
Preparation of informal and judicial fiduciary accountings
Tax Preparation
Preparation of estate and fiduciary tax returns. Authorized IRS e-filer.
Consulting
Consulting on Surrogate's Court procedure
Training
Onsite or virtual legal support staff training on Surrogate's Court document preparation
Contact Info
SD Legal Prep, LLC, P.O. Box 457, Hopewell Junction, NY 12533 - (845) 592-9552