Probate in Putnam County

Probate Court Record

Putnam County Surrogate's Court

Putnam County · 9th Judicial District

Hours

Monday-Friday 9:00 AM-5:00 PM

Office

Historic Courthouse, 44 Gleneida Avenue, Carmel, NY 10512

Self-represented filing

Allowed

Self-help forms

How to file probate in Putnam County →

Verified October 16, 2026 · Source

Do I need a lawyer for probate in Putnam County? →Settling an estate in Putnam County →

Asset Protection Firms Serving Putnam County

Rye Brook (Westchester County) firm serving Westchester, Putnam and Rockland families, including Carmel and Brewster. Handles probate administration, estate administration, trust administration and guardianship, alongside wills, trusts, Medicaid and long-term-care planning, and special-needs planning. Its two founders hold nearly six decades of combined experience.

Serves 3 countiesEstate PlanningTrust AdministrationProbateElder LawGuardianship+3

Wappingers Falls (Dutchess County) solo with Westchester offices in Yorktown Heights and Mt Kisco, appearing in the Dutchess County Surrogate's Court. Represents executors and court-appointed administrators from the petition through inventory, creditor notice, and final accounting, keeps out-of-state executors from having to travel, and defends the estate when heirs dispute the will. Also handles Article 81 guardianships, trust administration, Medicaid and special-needs trusts, asset protection, and nursing-home planning, and makes house calls.

Solo PracticeSince 2004Serves 3 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

Poughkeepsie firm at 85 Civic Center Plaza representing executors and administrators in the Dutchess County Surrogate's Court. Handles the collection and marshalling of estate assets, appraisal of real and personal property, payment of debts, expenses and taxes, and final distribution to beneficiaries, plus estate accounting and will-contest proceedings when a family disputes the estate.

Since 1914Serves 6 countiesEstate PlanningProbateProbate LitigationTax PlanningAsset Protection+3

Bronx firm on East Tremont Avenue with an appointment-only New Rochelle office, serving Bronx, Westchester, Manhattan and Queens families since 1989. Walks executors and administrators through filing the will and petition with the Surrogate's Court, getting appointed, notifying heirs, beneficiaries and creditors, collecting and valuing assets, paying debts, taxes and expenses, and distributing what remains. Also takes contested probate - will contests, undue-influence claims, disputes over asset ownership and challenges to executor authority - plus trust administration, guardianships and conservatorships, and Medicaid and special-needs planning. Consultations are free and the firm practices in Spanish.

Since 1989Serves 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+6

Garden City practice with by-appointment offices in Hauppauge and Harrison, covering probate and trust administration for Nassau, Suffolk, and Westchester families. Walks executors and trustees through appointment, managing assets, paying debts, and distributing property, including the case where assets were never funded into the trust and must go through probate separately. Also handles Medicaid and nursing-home planning, special-needs and blended-family planning, and IRA and retirement planning. Anthony Moccia began as a law clerk at the firm and took ownership in May of 2021.

Solo PracticeServes 3 countiesEstate PlanningTrust AdministrationProbateElder LawSpecial Needs PlanningAsset Protection

Manhattan firm on Avenue of the Americas serving New York City and Westchester County from offices there and in Rye Brook. Takes executors from submitting the will to probate through distribution and final accounting, preparing the court documents and tax returns, and handles estate litigation and contested wills, guardianship, Medicaid planning, and special-needs trusts.

Serves 2 countiesEstate PlanningProbateProbate LitigationElder LawTax Planning+3

All 13 New York asset protection firms serving Putnam County →

Forms for Planning Your Estate in New York

Free forms for planning your estate in New York: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for New York.

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Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Pour-Over Will

In New York, a pour-over will is signed before 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.

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Transfer on Death Deed

In New York, a transfer on death deed is signed before a notaryN.Y. Real Prop. Law 424Verified Oct 19, 2026View source and 2N.Y. Real Prop. Law 424Verified Oct 19, 2026View source witnesses, then recorded with the county before the owner's deathN.Y. Real Prop. Law 424Verified Oct 19, 2026View source. New York does not recognize a Lady Bird deed.

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Last Will and Testament

In New York, a will is signed before 2EPTL § 3-2.1Verified Oct 19, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyEPTL § 3-2.1Verified Oct 19, 2026View source.

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Tools for Planning Your Estate in New York

Free tools for planning your estate in New York: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for New York and read its answer.

Trust or Will: Which Costs Less?

In New York, a will-based plan pays probate attorney fees of typically 2.5%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 4%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate; a funded revocable trust keeps those assets out of probate and off that fee.

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How Much Does a Revocable Living Trust Cost?

An attorney-prepared revocable living trust in New York runs $4,250Estimate: 10 hours at $425, Clio's New York Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,375Estimate: 15 hours at $425, Clio's New York Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source for an individual, against $0 to $549 up front plus a subscription with an online service.

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Do I Need a TOD Deed?

New York authorizes transfer on death deedsN.Y. Real Prop. Law 424Verified Oct 17, 2026View source: a recorded, revocable deed that passes real property at death outside probate.

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Are My Beneficiary Designations Protected?

New York automatically revokes an ex-spouse as beneficiary at divorceNY EPTL § 5-1.4Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.

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