Canandaigua (Ontario County) solo practice working out of a former Town of Hopewell schoolhouse on Route 5 and 20. Guides Finger Lakes families through estate administration and probate start to finish, and handles wills, health care proxies, powers of attorney, irrevocable asset protection trusts and Medicaid applications. Free consultations in person, by phone or over Zoom.
Geneva is in Ontario County.
More Medicaid Planning Firms in Ontario County
Rochester firm in the Legacy Tower downtown, with appointment offices in Pittsford, Greece, Charlotte, Bergen, Canandaigua and Ontario. Its estate administration attorneys take executors and administrators from the Surrogate's Court petition through asset inventory, the seven-month window in which creditors may present claims, estate and fiduciary income tax returns, and the final accounting that closes the estate. The firm dates to 1950 and now has 21 attorneys and 60 support staff.
Probate in Ontario County
Probate Court Record
Ontario County Surrogate's Court
Ontario County · 7th Judicial District
Phone
Hours
Monday-Friday 9:00 AM-5:00 PM
Office
27 North Main Street, Canandaigua, NY 14424
Website
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Ontario County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Ontario County? →Settling an estate in Ontario 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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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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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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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 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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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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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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How Do I Settle an Estate?
Settling an estate in New York: the personal representative files the estate inventory within 270 days22 NYCRR 207.20Verified Sep 15, 2026View source of appointment; creditors have 7 monthsSCPA 1802, 1803, 1810, 1811; EPTL 11-1.5Verified Oct 19, 2026View source to present claims; a simple estate closes in 7 months to 9 months.
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