Trust Administration Attorneys in New York

80 trust administration firms in New York, by county and firm type.

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

80 firms

FirmJericho, NY

Adler Law Firm, PLLC

Serves 2 counties

Jericho (Nassau County) firm filing for Long Island families in the Nassau and Suffolk Surrogate's Courts. Handles probate, letters of administration and estate administration, wills and trusts, trustee and beneficiary representation, elder law and special-needs planning. Attorneys handle each case personally rather than passing it to staff.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more

Office: 390 North Broadway, Suite 200Jericho, NY 11753
Phone: (516) 740-1184

Solo PracticeBrooklyn, NY

Alatsas Law Firm

Serves 5 counties

Brooklyn (Kings County) practice led by Theodore Alatsas, working the Brooklyn, Queens, Staten Island, New York and Nassau County Surrogate's Courts for nearly 30 years. Handles probate, administration proceedings, and trust administration, plus wills and trusts, Medicaid and long-term care planning, and asset protection. Runs estate planning workshops.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more

Office: 2115 Avenue UBrooklyn, NY 11229
Phone: (718) 233-2903

Free consultation

FirmRye Brook, NY

Amoruso & Amoruso LLP

Serves 3 counties

Rye Brook (Westchester County) firm serving Westchester, Putnam and Rockland families, including Carmel and Brewster. Handles probate administration, estate administration, trust administration and guardianship, alongside wills, trusts, Medicaid and long-term-care planning, and special-needs planning. Its two founders hold nearly six decades of combined experience.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office: 800 Westchester Avenue, Suite N-605Rye Brook, NY 10573
Phone: (914) 253-9255

FirmBrooklyn, NY

Beress & Zalkind PLLC

Serves 2 counties

Sheepshead Bay firm on East 14th Street working Kings County estates out of Brooklyn's Surrogate's Court, with a second office in Manhattan. The practice covers probate, administration and all aspects of estate and trust administration, and prepares and files the estate, gift and fiduciary income tax returns that follow — work led by an attorney who is also a practising CPA.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 7 more

Office: 2640 East 14th Street, Suite C1Brooklyn, NY 11235
Phone: (718) 513-3588

Solo PracticePoughkeepsie, NY

Law Office of Rebecca M. Blahut PLLC

Serves 1 county

Poughkeepsie solo practice taking Dutchess County estates through probate and intestate administration. Files the probate or administration petition, marshals and liquidates assets, assesses valid liabilities, prepares and files accountings, and obtains the release or discharge of executors, administrators and trustees. Also petitions for Article 81 guardianship when a family member has lost capacity.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 2 Austin CourtPoughkeepsie, NY 12603
Phone: (845) 318-1290

FirmGlens Falls, NY

Bartlett, Pontiff, Stewart & Rhodes, P.C.

Serves 1 county

Glens Falls firm on Washington Street, in Warren County. Advises executors and administrators before the Surrogate's Court, from probating the will and collecting estate assets through paying debts, filing estate and fiduciary tax returns, distributing to beneficiaries and preparing the accounting; also advises trustees and represents individual beneficiaries of estates and trusts.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 6 more

Office: 1 Washington StreetGlens Falls, NY 12801
Phone: (518) 792-2117

FirmAlbany, NY

Bailey, Johnson & Peck, P.C.

Serves 3 counties

Albany firm whose estate group guides executors and trustees through Surrogate's Court, obtaining Letters Testamentary or Letters of Administration, filing accountings, and distributing estate proceeds. Also handles trust administration and represents beneficiaries in will contests and trust challenges. Serves Albany, Schenectady and Troy.

PracticesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation

Office: 5 Pine West Plaza, Suite 507Albany, NY 12205
Phone: (518) 456-0082

FirmLake Success, NY

Abrams Fensterman, LLP

Since 2000 · Serves 9 counties

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.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 3 Dakota Drive, Suite 300Lake Success, NY 11042
Phone: (516) 328-2300

Solo PracticeWaterloo, NY

Bonney Law Firm, PLLC

Serves 7 counties

Waterloo (Seneca County) firm practicing in the heart of the Finger Lakes for four generations, serving Seneca, Ontario, Wayne, Yates, Cayuga and Schuyler counties. Represents executors and administrators through appointment, notifying next-of-kin, applying for the estate EIN, valuing and liquidating assets, filing the court inventory and estate tax returns, negotiating with creditors, accounting to beneficiaries and distributing the estate. Also handles Medicaid and nursing-home planning, wills and trusts, and elder law; initial probate consultations are free.

PracticesEstate PlanningTrust AdministrationProbateElder LawMedicaid Planning

Office: 20 West Main StreetWaterloo, NY 13165
Phone: (315) 539-9211

Free consultation

FirmGoshen, NY

Blustein, Shapiro, Frank & Barone, LLP

Serves 2 counties

Goshen (Orange County) firm with a second office in Monticello, in Sullivan County. Its wealth-preservation group sees that a decedent's assets are distributed correctly and on time through probate for individually owned property and trust administration for assets passing under a trust instrument, and takes on guardianships; its litigation group handles estate and trust disputes among heirs. Most of its attorneys have been named to the Upstate New York Super Lawyers list.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office: 10 Matthews StreetGoshen, NY 10924
Phone: (845) 291-0011

FirmSchenectady, NY

Cioffi • Slezak • Wildgrube P.C.

Since 1995 · Serves 1 county

Schenectady firm on Erie Boulevard representing executors, administrators and trustees before the Schenectady County Surrogate's Court. The practice covers appointment of the fiduciary, collection of assets, informal and judicial accountings, fiduciary and estate tax filings and final distribution, and it also represents beneficiaries on the other side of an administration. Three salaried estate administrators work alongside the attorneys.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 1473 Erie Boulevard, 1st FloorSchenectady, NY 12305
Phone: (518) 377-6700

FirmBronx, NY

Cavallo & Cavallo

Since 1989 · Serves 4 counties

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.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 3453 East Tremont AvenueBronx, NY 10465
Phone: (718) 822-2203

Free consultation

Solo PracticeForest Hills, NY

Law Offices of Juliet Cohen, P.C.

Serves 3 counties

Forest Hills (Queens County) firm with offices in Manhattan and Brooklyn, handling probate matters for residents of Manhattan, Forest Hills and Brooklyn. Walks executors through validating the will, inventorying and appraising estate property and distributing it to beneficiaries, and administers trusts after the trustor's death — reviewing the trust documents, identifying and valuing trust assets and completing the legal, administrative and tax duties. Also covers wills and trusts, Medicaid and elder-law planning, special-needs planning and IRA inheritance planning.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more

Office: 105-19 Metropolitan AvenueForest Hills, NY 11375
Phone: (718) 544-5500

FirmBatavia, NY

Cole, Sorrentino, Hurley, Hewner & Gambino, P.C.

Serves 3 counties

Batavia (Genesee County) office of a Western New York firm with further offices in Buffalo and Hamburg, serving individuals and families throughout Genesee County and the surrounding communities. Advises on estate administration, trust administration and probate administration, and litigates contested wills and estates over the disposition of personal and real property. Partner Thomas F. Hewner has handled thousands of estates and served as counsel to the Public Administrator of Erie County.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more

Office: 81 Main StreetBatavia, NY 14020
Phone: (585) 479-3838

FirmUtica, NY

Compson & Pimpinella, PLLC

Since 2005

Utica (Oneida County) firm handling probates and trust administration — proving the will and distributing property and assets under the will through a court-supervised process it puts at seven months to several years, and following a trust's instructions after the grantor's death without court oversight. Also covers wills and trusts, powers of attorney and health care proxies, Medicaid and long-term-care planning, and special-needs planning and guardianships for adults with a disability.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more

Office: 2310 Genesee StreetUtica, NY 13502
Phone: (315) 724-5147

FirmBinghamton, NY

Coughlin & Gerhart LLP

Since 1898 · Serves the whole state

Binghamton (Broome County) firm tracing its lineage to 1898, with seven New York offices from Ithaca to Walton. Its trusts, estates and elder law group counsels executors, administrators and trustees through estate and trust administration, obtains Letters Testamentary and Letters of Administration, and litigates disputed executor appointments in Surrogate's Court.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 99 Corporate DriveBinghamton, NY 13904
Phone: (607) 821-2202

Solo PracticeNew City, NY

Davis and Davis

Since 1986 · Serves 1 county

New City firm handling Rockland County probate and administration proceedings in the Surrogate's Court, where an executor is appointed under a will or an administrator when someone dies intestate. Also carries trust planning and administration, guardianship petitions for incapacitated adults, and Medicaid asset-protection trusts. Charles G. Davis is certified as an Elder Law Attorney by the National Elder Law Foundation.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 20 Squadron Boulevard, Suite 330New City, NY 10956
Phone: (845) 634-6633

FirmSyracuse, NY

Davies Law Firm, P.C.

Since 1993 · Serves 6 counties

Syracuse firm founded in 1993 to focus exclusively on estate and long-term planning, serving Onondaga, Madison, Oneida, Cortland, Oswego and Cayuga counties. Walks executors and administrators through Onondaga County Surrogate's Court — petitioning for Letters Testamentary or Letters of Administration, requesting Preliminary Letters for urgent tasks, small-estate voluntary administration under $50,000, and marshaling assets into an estate account. Also handles living trust administration and funding, irrevocable trusts, and Medicaid and elder-law planning.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more

Office: 210 E Fayette StreetSyracuse, NY 13202
Phone: (315) 472-6511

Free consultationVirtual consultations

FirmElmira, NY

DeFilippo Law Firm P.L.L.C.

Since 1934

Elmira (Chemung County) firm on West Water Street, serving the Elmira area since 1934 and now in its third generation under James E. DeFilippo. Represents executors and trustees through estate and trust administration — protecting assets for beneficiaries, collecting outstanding assets and income, paying valid bills, filing federal and state estate, gift and fiduciary income tax returns, calculating tax basis for beneficiaries and filing court reports. Also prepares wills, lifetime trusts, powers of attorney, health care proxies and lifetime transfers of the home with a reserved life use.

PracticesEstate PlanningTrust AdministrationProbateReal Estate

Office: 1225 West Water Street, Suite 1Elmira, NY 14905
Phone: (607) 734-8175

FirmRochester, NY

Evans Fox LLP

Serves 1 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.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 8 more

Office: 100 Meridian Centre Boulevard, Suite 300Rochester, NY 14618
Phone: (585) 787-7000

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New York uses a statutory trustee fee schedule. The schedule sets fixed percentages by trust value, so the cost is predictable. A family-member trustee often waives the fee. A professional trustee (a bank, a trust company, an attorney) typically charges 0.5% to 1.5% of trust assets a year, and a corporate fiduciary applies an annual minimum. The New York trustee compensation calculator breaks it down by trust situation.

Trust administration in New York is typically faster than probate because a trust needs no court supervision. There is no court-supervised creditor period — the trustee distributes once known debts are settled, subject to New York's general limitations period. A simple trust often wraps up in six to nine months; a trust holding a business interest, real property in more than one state, or one that files an estate tax return takes longer. The New York trust settlement plan carries the full process.

Estate planning attorneys in New York average $448 an hour for wills and estates work. A flat-fee package runs $1,344 to $2,688 for a simple individual will and $4,250 to $6,375 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the New York will cost calculator sets the two side by side.

In New York, estates with personal property of $50,000 or less use the Voluntary Administration, a court filing short of full probate. That route is a form rather than a court case, and most families handle it without an attorney. Above the line, formal probate generally benefits from counsel for the procedural work, even when nothing is contested. The New York probate calculator estimates the cost by estate value.

In New York, the situations where counsel is typically worth the cost are: a blended family with children from a prior relationship; a business, rental property or significant investment assets; a dependent with special needs, who needs a special-needs trust to keep benefits; an estate near or above the New York estate tax threshold of $7,350,000; substantial property in more than one state. Where none of these apply, an online or self-help document is often enough.

Trust Administration Attorneys in New York

Trust administration in New York happens privately, without court supervision. The successor trustee handles the 72 months creditor period, distributes assets according to the trust terms, and is compensated under a statutory fee schedule. New York is one of the few states with a fixed trustee fee schedule, which makes the cost predictable up front.

New York attorneys average $448 an hour for wills and estates work. A basic will from an attorney runs $1,344–$2,688; online services cost $30–$300.

New York imposes its own estate tax separate from the federal one, kicking in well below the federal exemption. Estates near the state threshold benefit from real planning — not because every family needs it, but because the line is lower than people expect.

Estates under $50,000 in New York can use a simplified affidavit instead of formal probate. Most families in that range can handle it without retaining counsel.

SimplyTrust Editorial·Updated October 17, 2026

Legal Sources

Data sourced from New York statutes and official state code. How we research.

Forms for Planning and Settling an Estate in New York

Free New York forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Free

Pour-Over Will

In New York, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

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All New York forms

Tools for Planning and Settling an Estate in New York

Free calculators and checklists for planning or settling an estate in New York: will and trust costs, probate, executor pay, and inheritance taxes.

How Do I Settle a Trust?

Settling a trust in New York happens outside court: the trustee acts under the state's trust statute, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.

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What's Fair Trustee Compensation?

In New York, trustee compensation follows a statutory fee schedule unless the trust instrument sets a different amount. The schedule is an annual commission on principal.

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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 days of appointment; creditors have 7 months to present claims; a simple estate closes in 7 months to 9 months.

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Do I Have to File Tax Returns for Someone Who Died?

New York requires a final state income tax return for the decedent alongside the federal Form 1040; a federal estate tax return (Form 706) is required only for estates above $15,000,000.

Check Requirements

How Does Step-Up in Basis Work?

Inherited assets in New York take a basis reset to fair market value on the date of death, and the gain on a later sale faces ordinary income tax at the state's regular rates.

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All New York tools