N.Y. Comp. Codes R. & Regs. tit. 22, § 1850.6
(a) In all probate proceedings, with respect to a will and/or codicil executed prior to February 1, 1991, but after September 1, 1988, where the will and/or codicil of the deceased nominates an attorney as a fiduciary, there shall be annexed to the probate petition an affidavit of the testator/testatrix setting forth the following:
(3) the testator's/testatrix's reasons for nominating the attorney to serve as fiduciary; and it is
FURTHER ORDERED that
(b) In all probate proceedings, with respect to a will and/or codicil executed on or before September 1, 1988, where the will and/or codicil of the deceased nominates an attorney as a fiduciary, there shall be annexed to the probate petition an affidavit of the attorney setting forth the following:
(3) the circumstances surrounding the attorney's appointment as fiduciary; and it is
FURTHER ORDERED that
(c) With respect to a will and/or codicil executed on or before September 1, 1988, and providing that the testator/testatrix is not then deceased, and is competent, the attorney shall exercise all reasonable efforts to procure an affidavit from the testator/testatrix, which shall be annexed to the probate petition, and shall be in the form as set forth in ordered subdivision (d) of this section; and it is
FURTHER ORDERED that
(d) In all probate proceedings, with respect to a will and/or codicil executed after February 1, 1991, where the will and/or codicil of the deceased nominates an attorney as a fiduciary, there shall be annexed to the probate petition an affidavit of the testator/testatrix setting forth the following:
(4) the testator's/testatrix's reason for nominating the attorney to serve as fiduciary.
Failure to submit any one of the foregoing affidavits may warrant the scheduling of a hearing in order to determine whether the appointment of the attorney as fiduciary was procured by the exercise of fraud and/or undue influence upon the decedent.