Lake Success (Nassau County) firm guiding executors, administrators, trustees and beneficiaries through New York Surrogate's Court — probate, estate and trust administration, and contested estates and objections to a will or to fiduciary conduct. Also handles estate planning, retirement-distribution planning, Medicaid and elder law. Absorbed the Berwitz & DiTata estate practice.
Pittsford is in Monroe County.
More Special Needs Planning Firms in Monroe County
Rochester firm whose trust and estate probate and administration group handles Surrogate's Court proceedings for Monroe County families. For an executor the work runs to setting a timeline, identifying the interested parties, ranking creditor priority, accounting to beneficiaries, and filing fiduciary and estate tax returns. Its litigation group takes on will objections and accounting disputes when a proceeding turns contested.
Rochester elder-law and estate practice (formerly Dutcher & Zatkowsky) working out of The Design Center Building on Winton Place in Monroe County. Guides executors, trustees and other fiduciaries through the Surrogate's Court process — filing the will and required paperwork, managing estate assets and debts, handling disputes or challenges to the will, and distributing to beneficiaries after the seven months the court requires an estate to stay open for creditor claims. The firm states that no attorney in Monroe County has brought more Article 81 guardianships.
Boutique Rochester firm on Linden Oaks that takes trust and estate work only. It represents executors and administrators through an estate settlement, preparing the probate and administration documents, collecting and valuing assets, distributing estates and trusts, and drawing the accountings and informal or formal settlement documents that end it, and separately advises beneficiaries who want their own counsel during someone else's administration. Three non-attorney staff work full time on administration files.
Probate in Monroe County
Probate Court Record
Monroe County Surrogate's Court
Monroe County · 7th Judicial District
Phone
Hours
Monday-Friday 9:00 AM-5:00 PM
Office
Hall of Justice, 99 Exchange Boulevard, 5th Floor, Room 541, Rochester, NY 14614
Website
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Monroe County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Monroe County? →Settling an estate in Monroe 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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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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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.
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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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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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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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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