Orangeburg firm representing Rockland and Orange County executors and administrators through the Surrogate's Court, with a second office in Suffern. Handles heirship searches, the inventory of assets, liquidating a decedent's house, distributing to heirs and filing the estate accounting, and defends fiduciaries accused of breach of duty. Consultations are free and the office has Spanish-speaking staff.
Probate in Orange County
Probate Court Record
Orange County Surrogate's Court
Orange County · 9th Judicial District
Phone
Hours
Office
Website
E-filing
Self-represented filing
Self-help forms
How to file probate in Orange County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Orange County? →Settling an estate in Orange County →
Tax Planning Firms Serving Orange County
Solo practice at 225 Broadway, minutes from the New York County Surrogate's Court, taking families down both tracks — probating a will, or getting an adult relative appointed administrator when there is none. Weinstein came out of the Justice Department's Tax Division and folds estate-tax saving into the work, and handles the real-estate side when the estate's main asset is an apartment.
Poughkeepsie firm at 85 Civic Center Plaza representing executors and administrators in the Dutchess County Surrogate's Court. Handles the collection and marshalling of estate assets, appraisal of real and personal property, payment of debts, expenses and taxes, and final distribution to beneficiaries, plus estate accounting and will-contest proceedings when a family disputes the estate.
White Plains trusts-and-estates firm whose six attorneys serve the New York City metro area from one Westchester Avenue office. Handles probate and estate administration for executors, administrators and trustees, trust administration and modification, trust and estate litigation and fiduciary accountings, estate and gift tax, Medicaid protective trusts, and Article 17, 17-A and 81 guardianships.
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.
Manhattan firm on Avenue of the Americas serving New York City and Westchester County from offices there and in Rye Brook. Takes executors from submitting the will to probate through distribution and final accounting, preparing the court documents and tax returns, and handles estate litigation and contested wills, guardianship, Medicaid planning, and special-needs trusts.
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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
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.
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.
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.
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.
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.
