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.
Rye Brook is in Westchester County.
More Special Needs Planning Firms in Westchester County
Staten Island (Richmond County) firm with eight offices across the New York City metro area, from Wall Street to Melville. Brings the probate proceeding in the Surrogate's Court of the decedent's own county - Manhattan, Westchester, Long Island, the Bronx, Queens, Brooklyn or Staten Island - to get the named executor appointed and secure Letters Testamentary or Letters of Administration, then marshals the estate assets and distributes them to the beneficiaries. Also handles will contests and estate litigation, elder law, Medicaid and nursing-home planning, guardianships and special-needs planning; initial consultations are free.
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.
White Plains elder law and estate firm with a second office in Somers, serving the greater Westchester County area through the Surrogate's Court. Files the will and petitions for letters testamentary, values estate assets, notifies beneficiaries, works with the family accountant on estate tax returns and distributes the estate; where there is no will, petitions for letters of administration instead. Nine attorneys, and its guardianship practice covers Article 81 guardianship of an incapacitated adult as well as 17-A special needs guardianships.
New York elder law and estate planning firm working from twelve offices — Albany, five on Long Island, three in the Mid-Hudson Valley, New City and White Plains, and Staten Island. Guides executors and families through probate and estate administration, and handles trusts built to keep an estate out of Surrogate's Court, Medicaid asset protection, Medicaid applications and estate tax savings. Nine lawyers and seventeen paralegals and support staff, practicing since 1991; consultations are no-cost, virtual or in person, and the firm takes uncontested probate only.
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.
Probate in Westchester County
Probate Court Record
Westchester County Surrogate's Court
Westchester County · 9th Judicial District
Phone
Hours
Office
Website
E-filing
Self-represented filing
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 →
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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
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.
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.
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.
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.
