Client intake forms
Start your Wynn Brokerage intake.
Choose a state and service, then start the Wynn Brokerage intake form. The public government links are secondary source references, not the main client workflow.
Wynn Brokerage preparation templates, working papers, and client files stay private. Public users complete intake and upload supporting records; completed documents are released for review after preparation.
Official sources can change without notice. Wynn Brokerage provides document-preparation support and does not provide legal representation.
Client intake form
Start Wynn Brokerage intake for Probate.
Clients should complete the Wynn Brokerage intake form first. Official government and court sources below are secondary references used for filing-office research and source verification.
New York
Official source references
Petition for Probate
Open official sourceOfficial Probate Proceeding Checklist
Court checklist for completing a probate petition; do not submit the checklist itself.
Open official sourceAdministration When There Is No Will
Official court guidance and forms for intestate estates.
Open official sourceSmall Estate / Voluntary Administration
Official court information for eligible New York small estates.
Open official sourceKings County Surrogate’s Court forms
Open official sourceNew York official government portal
Use for additional agency and local-government forms.
Open official source