Probate in Bronx County

Probate Court Record

Bronx County Surrogate's Court

Bronx County · 12th Judicial District

Hours

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

Office

851 Grand Concourse, 3rd Floor, Bronx, NY 10451

Self-represented filing

Allowed

Self-help forms

How to file probate in Bronx County →

Verified October 16, 2026 · Source

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

Tax Planning Firms Serving Bronx County

Brooklyn firm led by Pinni Bohm with a second office in Times Square, Manhattan. Petitions the New York City Surrogate's Courts for Letters Testamentary and Letters of Administration, advises executors and administrators on their duties, oversees distributions to beneficiaries and heirs, and negotiates with estate creditors. Also litigates will and trust contests, spousal right-of-election disputes, and fiduciary-misconduct claims.

Solo PracticeSince 2011Serves 5 countiesFree consultationVirtual consultationsEstate PlanningProbateProbate LitigationTrust LitigationTax PlanningReal Estate

Mineola attorney-CPA handling Nassau County estate settlement in the Surrogate's Court. Kutner takes administrators through probate and through the non-probate transfers that sit outside it, including estates holding real property in more than one county, and serves as executor and trustee himself. He also oversees the trust, estate and tax departments of a Manhattan firm as of counsel.

Solo PracticeServes 7 countiesEstate PlanningProbateTax PlanningBusiness LawReal Estate

Brooklyn practice on Columbia Street representing executors and administrators in the Kings, New York, Queens, Richmond and Bronx Surrogate's Courts. It collects waivers and consents from distributees, gets a citation issued when an heir will not sign, opens the estate account and EIN, reviews creditor claims and files the final accounting. The first one-hour consultation is free, online or in person.

Solo PracticeServes 5 countiesFree consultationVirtual consultationsEstate PlanningProbateElder LawTax PlanningGuardianship+4

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

Sheepshead Bay (Brooklyn / Kings County) practice running since 1998, representing families and executors in the Brooklyn Surrogate's Court and across the five boroughs, with additional offices in Manhattan and East Quogue. Handles probate and estate administration, drafts wills and revocable and irrevocable trusts, and concentrates in Medicaid asset protection, Article 81 guardianship, and elder law. Inna Fershteyn is fluent in Russian and Ukrainian.

Solo PracticeSince 1998Serves 7 countiesEstate PlanningProbateElder LawTax PlanningGuardianship+3

Lower Manhattan practice on Broad Street representing beneficiaries, administrators, executors, heirs, and trustees in Surrogate's Court probate proceedings and will contests across the five boroughs, Long Island, and Westchester. Handles estate administration, ancillary probate for foreign and out-of-state decedents, SCPA 1404 examinations, contested accountings, guardianship, and federal and New York estate tax returns.

Solo PracticeSince 2015Serves 8 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

All 14 New York tax planning firms serving Bronx 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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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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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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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 Are Estate & Inheritance Taxes?

New York 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 (top rate 16%N.Y. Tax Law §§ 951–971Verified Sep 15, 2026View source) and no inheritance tax; the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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What Taxes Apply to My Inheritance?

In New York, beneficiaries owe no inheritance tax and the estate pays any estate taxN.Y. Tax Law §§ 951–971Verified Sep 15, 2026View source above $7,350,000N.Y. Tax Law §§ 951–971Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 7 months to 9 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in New York take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesNY Tax Law Article 22 § 601(a)–(c) — rate schedules; § 601(c) covers "resident unmarried individuals, resident married individuals filing separate returns and resident estates and trusts"Verified Sep 15, 2026View source.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

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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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All New York tools