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.
Fishkill is in Dutchess County.
More Trust Administration Firms in Dutchess County
Millbrook and Poughkeepsie offices appearing before the Dutchess County Surrogate's Court. Advises trustees and executors on their fiduciary duties and walks administrators through probate and intestate administration, then litigates the estates that go wrong — will and trust contests, accounting proceedings and missing-asset claims. A twenty-attorney bench spanning New York and Connecticut.
Wappingers Falls (Dutchess County) solo with Westchester offices in Yorktown Heights and Mt Kisco, appearing in the Dutchess County Surrogate's Court. Represents executors and court-appointed administrators from the petition through inventory, creditor notice, and final accounting, keeps out-of-state executors from having to travel, and defends the estate when heirs dispute the will. Also handles Article 81 guardianships, trust administration, Medicaid and special-needs trusts, asset protection, and nursing-home planning, and makes house calls.
Probate in Dutchess County
Probate Court Record
Dutchess County Surrogate's Court
Dutchess County · 9th Judicial District
Phone
Hours
Office
Website
E-filing
Self-represented filing
Self-help forms
How to file probate in Dutchess County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Dutchess County? →Settling an estate in Dutchess 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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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 Do I Settle a Trust?
Settling a trust in New York happens outside court: the trustee acts under the state's trust statuteN.Y. EPTL Article 7Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
What's Fair Trustee Compensation?
In New York, trustee compensation follows a statutory fee scheduleNY SCPA § 2309; NY SCPA § 2312 (corporate trustees); NY SCPA § 2313 (multiple trustees)Verified Sep 18, 2026View source unless the trust instrument sets a different amount. The schedule is an annual commission on principal.
How Do I Settle an Estate?
Settling an estate in New York: the personal representative files the estate inventory within 270 days22 NYCRR 207.20Verified Sep 15, 2026View source of appointment; creditors have 7 monthsSCPA 1802, 1803, 1810, 1811; EPTL 11-1.5Verified Oct 19, 2026View source to present claims; a simple estate closes in 7 months to 9 months.
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 1040N.Y. Tax Law § 601(c) cl. (vii); Chapter 59, Laws of 2025 (Part B)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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.
