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 →

Guardianship Firms Serving Westchester County

Setauket (Suffolk County) practice handling probate, estate administration, and trust and estate litigation in the Surrogate's Court, serving Long Island and the New York metro area. Drafts wills, trusts, and special-needs and business-succession plans, and brings adult guardianship proceedings, with phone, virtual, and office consultations offered at no charge.

Solo PracticeSince 2019Serves 7 countiesFree consultationVirtual consultationsEstate PlanningProbateTrust LitigationElder LawGuardianshipSpecial Needs Planning

Great Neck (Nassau County) firm of two attorneys serving Long Island, Queens, Brooklyn, the Bronx, and Westchester. Handles probate where there is a will and estate administration where there is not, navigating the Surrogate's Court system for executors and administrators, alongside trust administration, wills, revocable and irrevocable trusts, elder law, Medicaid planning, and special-needs trusts. Founded in 2017 by attorneys with more than two decades in elder law and estate practice; free 15-minute phone consultation.

Since 2017Serves 6 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawGuardianship+2

Manhattan solo handling contested and uncontested Surrogate's Court matters across New York City and the surrounding counties: probate and intestate administration, kinship proceedings, will contests, fiduciary accountings, breach-of-fiduciary-duty claims, and estate taxes. Also drafts wills, trusts, and advance directives, and brings Article 81 guardianship proceedings.

Solo PracticeSince 1985Serves 8 countiesFree consultationEstate PlanningProbateProbate LitigationTrust LitigationTax PlanningGuardianship

Brooklyn firm on Avenue L handling probate and estate administration for New York families, with a second office in Manhattan. Walks executors through collecting assets, obtaining the estate EIN, opening the estate account, paying debts and taxes, transferring estate property and closing the estate, and represents administrators distributing an intestate estate under EPTL 4-1.1. Many matters are billed at a flat fee.

Serves 3 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

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

Queens practice weighted toward probate and estate administration, representing executors and administrators through appointment, creditor debts, and distribution. Also litigates disputes over asset distribution, will validity, and trust administration, and drafts wills, trusts, powers of attorney, and health-care proxies. Consultations are free.

Solo PracticeSince 2005Serves 5 countiesFree consultationEstate PlanningProbateProbate LitigationTrust LitigationGuardianship

All 23 New York guardianship firms serving Westchester County →

Forms for Planning and Settling an Estate in New York

Free New York forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for New York.

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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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Healthcare Power of Attorney

New York requires 2NY PHL § 2981(5)(d)Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not requiredNY PHL § 2981(5)(d)Verified Oct 15, 2026View source.

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Financial Power of Attorney

New York treats a power of attorney as durable by defaultNY GOL §§ 5-1501, 5-1501A, 5-1501B, 5-1502A through 5-1502N, 5-1504, 5-1512, 5-1513Verified Sep 18, 2026View source, and it is signed before 2NY GOL §§ 5-1501, 5-1501A, 5-1501B, 5-1502A through 5-1502N, 5-1504, 5-1512, 5-1513Verified Sep 18, 2026View source witnesses and a notary.

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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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Tools for Planning and Settling an Estate in New York

Free calculators and checklists to plan or settle an estate in New York: will and trust costs, probate, executor pay and taxes. Run each tool for New York.

How Much Life Insurance Do I Need?

In New York, four years at a public university cost about $101,592NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is 8% above the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; the state levies an estate taxN.Y. Tax Law §§ 951–971Verified Sep 15, 2026View source above $7,350,000N.Y. Tax Law §§ 951–971Verified Sep 15, 2026View source.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable 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 and a simple will $1,344Estimate: 3 hours at $448, Clio's New York Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,688Estimate: 6 hours at $448, Clio's New York Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.

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Who Inherits Without a Will?

Without a will in New York, a surviving spouse takes the first $50,000 plus half of the restEPTL § 4-1.1Verified Oct 21, 2026View source when a child or other descendant survives, and descendants divide what passes to them per capita at each generationEPTL § 4-1.1; EPTL § 1-2.16Verified Oct 21, 2026View source.

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