Probate in Lewis County

Probate Court Record

Lewis County Surrogate's Court

Lewis County · 5th Judicial District

Hours

Monday-Friday 8:30 AM-4:30 PM

Office

Lewis County Courthouse, 7660 North State Street, 2nd Floor, Lowville, NY 13367

Self-represented filing

Allowed

Self-help forms

How to file probate in Lewis County →

Verified October 16, 2026 · Source

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

Trust Administration Firms Serving Lewis County

Watertown practice founded in 1985, serving Jefferson, Lewis and St. Lawrence counties in the North Country. Assists fiduciary clients with all aspects of estate and trust administration: preparing court documents, marshalling assets, opening bank accounts, bookkeeping, tax returns, accounting and closure. Home visits offered when needed.

Solo PracticeSince 1985Serves 3 countiesEstate PlanningTrust AdministrationProbate

Capital Region trusts and estates practice in Latham, with offices in New York City, Garden City, Hudson and Lake Placid and more than 280 years of combined attorney experience. Handles estate and trust administration, probate, estate and trust litigation, guardianship under Article 81 and 17-A, Medicaid and special needs planning, and tax planning.

Serves 13 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateTrust LitigationElder Law+4

Syracuse firm on East Washington Street with a by-appointment Watertown office, serving Central and Northern New York. Walks heirs and fiduciaries through Surrogate's Court from the petition to appoint the executor through the inventory, debts, distributions, tax returns, and final accounting; administers trusts for successor trustees; and litigates objections to probate, trust-validity contests, trustee removals, and accounting proceedings. Its planning side covers elder law, Medicaid trusts and applications, dementia planning, guardianship and special-needs planning, and elder care coordination.

Since 2015Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

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.

Since 1898Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+6

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.

Since 1991Serves the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

All 6 New York trust administration firms serving Lewis 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.

$12/month

Revocable Living Trust

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

Get Started
Free

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.

Get Started

All New York forms

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.

See the Steps

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.

Calculate the Fee

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.

See the Steps

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.

Get the Answer

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.

Calculate the Tax

All New York tools