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.
- New York's primary rule governing exhibit preparation is 22 NYCRR 202.34.
- Plaintiffs in New York label exhibits with Numbers (1, 2, 3...).
- Defendants in New York label exhibits with Letters (A, B, C...).
- New York courts require electronic exhibits to be filed through NYSCEF.
- Exhibits must be exchanged with opposing counsel 10-14 days before trial (varies by county) under 22 NYCRR 202.34.
- Common estate planning exhibits in New York include wills & trusts, asset documentation, beneficiary designations.
- ExhibitPrep applies New York exhibit stamps entirely in the browser, so estate planning case files never leave the user's computer.
New 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. For New York e-filing on NYSCEF, confirm the current file-size cap (100 MB) before uploading.
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
How should I label estate planning exhibits in New York?
Use Numbers (1, 2, 3...) for plaintiff exhibits and Letters (A, B, C...) for defense exhibits, per 22 NYCRR 202.34. New York's 100 MB NYSCEF upload cap is the largest of any state, and pre-marking of exhibits under 22 NYCRR 202.34 is mandatory before trial. ExhibitPrep's Estate Planning templates apply the right prefix automatically, so you're not re-deriving the local convention on every filing.
When do I have to exchange estate planning exhibits in New York?
New York sets the exhibit exchange window at 10-14 days before trial (varies by county) under 22 NYCRR 202.34, though the exact date can shift with your assigned judge's scheduling order. Confirm the deadline in your case's pretrial order before you start stamping, then batch-process the full estate planning production in one ExhibitPrep session once it's locked in.
What e-filing system handles estate planning exhibits in New York?
New York runs electronic filing through NYSCEF. Check the current upload cap before filing (100 MB), export each exhibit as a text-searchable PDF, and split any long wills & trusts into separate files so a single scanned record doesn't blow past the limit.
What exhibits come up most in a New York estate planning case?
Estate Planning matters in New York typically turn on wills & trusts, asset documentation, beneficiary designations, plus whatever case-specific records the dispute calls for. Estate tax threshold lower than federal. Stamp them all inside ExhibitPrep using the matching plaintiff or defense template, so every exhibit in the production carries a consistent, court-compliant mark before it goes to opposing counsel.
Can I stamp a large estate planning production for New York courts?
Yes. The Day Pass ($14.99) gives you unlimited stamping for 24 hours, which covers hundreds of exhibits in a single estate planning case. Processing runs entirely in your browser, so your New York case files never leave your computer. That matters here because e-filing upload caps (100 MB) often force a large production into multiple separate uploads.
Related Resources
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ExhibitPrep provides general information about court exhibit practices, not legal advice. Requirements change — verify current rules with your court or clerk before filing.