Estate Planning Exhibits in New York
Complete guide to preparing estate planning exhibits that comply with New York court requirements. Learn the correct labeling conventions, exchange deadlines, and e-filing procedures.
Stamp New York Exhibits NowNew York Exhibit Requirements at a Glance
| Plaintiff Exhibits | Numbers (1, 2, 3...) |
| Defendant Exhibits | Letters (A, B, C...) |
| Exchange Deadline | 10-14 days before trial (varies by county) |
| Primary Rule | 22 NYCRR 202.34 |
| E-Filing System | NYSCEF |
Common Estate Planning Exhibits
Wills & Trusts
Original wills, trust agreements, amendments, codicils
Asset Documentation
Property deeds, account statements, valuations
Beneficiary Designations
Life insurance, retirement accounts, POD/TOD forms
Powers of Attorney
Financial POA, healthcare POA, living wills
Family Records
Birth certificates, death certificates, marriage records
Business Interests
Operating agreements, stock certificates, buy-sell agreements
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New York-Specific Considerations
- Estate tax threshold lower than federal
- Elective share rules for surviving spouses
- EPTL governs estates and trusts
- New York estates subject to unique taxation
How to Prepare Your Exhibits
Gather Your Documents
Collect all documents relevant to your estate planning case. This typically includes wills & trusts, asset documentation, beneficiary designations, and other supporting evidence.
Convert to PDF
Convert all documents to PDF format. New York courts require electronic exhibits to be filed via NYSCEF. Scan paper documents at 300 DPI.
Apply Exhibit Labels
Use ExhibitPrep to add New York-compliant exhibit stamps. Plaintiffs use Numbers (1, 2, 3...), defendants use Letters (A, B, C...).
Exchange with Opposing Counsel
Exchange your exhibit list and copies with opposing counsel 10-14 days before trial (varies by county) per 22 NYCRR 202.34.
Save Hours on Exhibit Preparation
ExhibitPrep stamps all your estate planning exhibits in minutes, not hours. Upload your documents, select the correct New York template, and download court-ready exhibits.
Frequently Asked Questions
What exhibit marking do estate planning attorneys use in New York?
In New York, plaintiffs typically use Numbers (1, 2, 3...) and defendants use Letters (A, B, C...) per 22 NYCRR 202.34. ExhibitPrep includes templates for both plaintiff and defendant exhibit stamps that comply with New York court requirements.
When must I exchange estate planning exhibits in New York?
New York requires exhibit exchange 10-14 days before trial (varies by county) per 22 NYCRR 202.34. The specific deadline may vary by court or judge, so always verify local rules. ExhibitPrep helps you prepare court-compliant exhibits quickly to meet your deadline.
How do I e-file estate planning exhibits in New York?
New York uses NYSCEF for electronic filing. ExhibitPrep creates PDF exhibits with proper stamps that are compatible with NYSCEF. Ensure your exhibits are text-searchable and under the file size limit before uploading.
What documents do I need for a estate planning case in New York?
Common estate planning exhibits in New York include wills & trusts, asset documentation, beneficiary designations, and other case-specific documentation. ExhibitPrep allows you to organize and stamp all these documents in one session, ensuring they meet New York court formatting requirements.
Can ExhibitPrep handle large estate planning document productions?
Yes. The Day Pass ($14.99) provides unlimited processing for 24 hours, allowing you to stamp hundreds of exhibits for your New York estate planning case. All processing happens in your browser—documents never leave your computer, maintaining attorney-client privilege.
Related Resources
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