If a person wants to request authority to open a safe deposit box, must they file a Small Estate, Administration, or Probate proceeding?

Answer

Yes. The only exception is if the box is believed in good faith to contain "a will of the decedent, a deed to a burial plot
in which the decedent is to be interred or a policy of insurance issued in the name of the decedent and payable to a designated beneficiary." Surrogate's Court Procedure Act §2003. A DIY form for this purpose is linked below.

  • Last Updated Sep 27, 2024
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  • Answered By Librarian 5

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