Probate in Westchester County

Probate Court Record

Westchester County Surrogate's Court

Westchester County · 9th Judicial District

Hours

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

Office

111 Dr. Martin Luther King Jr. Boulevard, 19th Floor, White Plains, NY 10601

Self-represented filing

Allowed

Self-help forms

How to file probate in Westchester County →

Verified October 16, 2026 · Source

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

Asset Protection Firms Serving Westchester County

Bronx firm on Westchester Avenue handling probate and estate administration for executors and administrators, from the initial filing through distributing assets and closing the estate. Also drafts wills, trusts, powers of attorney and advance directives, and handles estate tax planning. Consultations are free.

Serves 4 countiesFree consultationEstate PlanningProbateTax PlanningAsset Protection

Brewster firm representing Lower Hudson Valley families across Putnam, Dutchess, Westchester and Rockland counties. Carries executors and administrators through every stage of estate administration — the probate court filings, the deadlines and the disputes among beneficiaries — and litigates will disputes and accounting disputes, alongside Article 81 guardianship petitions and trust administration for trustees. Principal Andres D. Gil is a combat veteran and former assistant district attorney.

Serves 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

Staten Island firm on South Avenue, with a by-appointment Manhattan office, handling estate administration where there is a will and administration where there is not, plus trust administration and trustee and fiduciary guidance. Also drafts wills, pour-over wills, and revocable, irrevocable, and asset-protection trusts, and files community and nursing-home Medicaid applications.

Serves 6 countiesEstate PlanningTrust AdministrationProbateElder LawTax Planning+2

Garden City firm on Old Country Road serving Nassau, Suffolk, and the New York City boroughs. Works alongside executors and trustees to locate, gather and liquidate assets, notify creditors and review claims within the seven-month Letters Testamentary window, file the decedent's final income and estate tax returns, prepare estate accountings and releases, and distribute to beneficiaries. Three attorneys, led by a Certified Elder Law Attorney, also handling Medicaid planning and applications, special-needs planning, and asset protection.

Since 1991Serves 7 countiesEstate PlanningTrust AdministrationProbateElder LawSpecial Needs Planning+2

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

Binghamton (Broome County) firm tracing its lineage to 1898, with seven New York offices from Ithaca to Walton. Its trusts, estates and elder law group counsels executors, administrators and trustees through estate and trust administration, obtains Letters Testamentary and Letters of Administration, and litigates disputed executor appointments in Surrogate's Court.

Since 1898Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+6

All 16 New York asset protection firms serving Westchester 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.

$12/month

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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Free

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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All New York forms

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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All New York tools