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.
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
Free calculators and checklists for planning or settling an estate in New York: will and trust costs, probate, executor pay, and inheritance taxes.
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.
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.
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.
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.
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.
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.
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80 firms
FirmRome, NY
Elder law and estate planning firm with offices in Rome (Oneida County) and Ilion (Herkimer County). Its three attorneys, led by a Certified Elder Law Attorney with over 25 years in practice, handle probate and estate administration, guardianships, estate litigation, and crisis Medicaid and long-term care planning.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
FirmCorning, NY
Corning firm (Steuben County) serving the Southern Tier since 1979, with seven attorneys. Its trusts and estates practice covers estates, probate and administration, guardianship proceedings, wills, special needs trusts, powers of attorney and health care proxies, plus Medicaid planning and applications.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
FirmWalton, NY
Walton office (Delaware County) of a three-office firm serving the Catskills, Upper Delaware River Valley and Mid-Hudson regions, opened after the firm identified a critical need for legal services in Delaware County. Handles Surrogate's Court work: probate, administration, estate and trust administration, spousal elective share claims, and guardianships.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more
Solo PracticePittsford, NY
Pittsford practice serving Rochester, Naples and the Finger Lakes, opened by Michael Robinson in 1986 and concentrated on estate planning. Guides executors, personal representatives and trust administrators through probate and trust administration, and represents beneficiaries and heirs, alongside Medicaid and special needs planning.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more
FirmRochester, NY
Rochester elder-law and estate practice (formerly Dutcher & Zatkowsky) working out of The Design Center Building on Winton Place in Monroe County. Guides executors, trustees and other fiduciaries through the Surrogate's Court process — filing the will and required paperwork, managing estate assets and debts, handling disputes or challenges to the will, and distributing to beneficiaries after the seven months the court requires an estate to stay open for creditor claims. The firm states that no attorney in Monroe County has brought more Article 81 guardianships.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more
FirmPainted Post, NY
Two-attorney firm at 109 W. Water Street in Painted Post, Steuben County. Works for the named executor or trustee: protecting assets for beneficiaries, collecting outstanding assets and income, paying valid bills, dividing personal property, filing the required federal and state returns, calculating tax basis for the beneficiaries and filing court reports. Also handles estate planning, elder law with Medicaid applications, and business formations.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmSyracuse, NY
Syracuse firm working with Onondaga County executors from the petition to probate a will through to final settlement in Surrogate's Court. The group marshals and disposes of estate assets, prepares estate, inheritance and fiduciary income tax returns, and represents executors and trustees before the IRS and the U.S. Tax Court. It also administers life insurance, charitable and testamentary trusts, including accountings and communications with beneficiaries.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 7 more
FirmRiverhead, NY
Riverhead firm filing for Suffolk County families in the Suffolk County Surrogate's Court, with a second office in Melville. Takes administrators from inventorying assets through paying debts to final distribution, guides trustees who have just inherited the job through managing and distributing trust property, and represents both sides in contested accountings and will contests.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more
Solo PracticeWatertown, NY
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.
PracticesEstate PlanningTrust AdministrationProbate
FirmPlattsburgh, NY
Plattsburgh (Clinton County) firm formed by a 1990 merger of two local practices, serving the North Country. Handles probate and estate administration, getting executors appointed, preparing estate accountings, notifying creditors, and filing estate and gift tax returns, plus wills, trusts, powers of attorney, and elder law.
PracticesEstate PlanningTrust AdministrationProbateElder LawTax Planning
FirmRochester, NY
Boutique Rochester firm on Linden Oaks that takes trust and estate work only. It represents executors and administrators through an estate settlement, preparing the probate and administration documents, collecting and valuing assets, distributing estates and trusts, and drawing the accountings and informal or formal settlement documents that end it, and separately advises beneficiaries who want their own counsel during someone else's administration. Three non-attorney staff work full time on administration files.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
Solo PracticeOlean, NY
Olean (Cattaraugus County) firm open since 2018, with one attorney and three paralegals working estate matters. Handles probate and estate administration, trust administration and trust funding, and estate litigation, alongside wills, revocable and irrevocable trusts, and proactive and crisis Medicaid planning.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more
FirmSchenectady, NY
Schenectady elder law and estate planning practice led by Kathleen M. Toombs, self-employed since 2007. Handles probate management, trust administration, and the transfer of estate assets, plus Medicaid home-care and nursing-home planning, guardianships, health care proxies, and powers of attorney. Free initial consultation for estate planning.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmMelville, NY
Melville (Suffolk County) elder law and estate planning firm with further offices in Northport and Riverhead, guiding Long Island families through Surrogate's Court. Handles probate and estate and trust administration, including informal and judicial accountings and heirship issues, plus wills and trusts and Medicaid and asset-protection planning. Its founding attorney is certified as an Elder Law Attorney by the National Elder Law Foundation; consultations are free.
PracticesEstate PlanningTrust AdministrationProbateElder LawAsset Protection
FirmWilliamsville, NY
Williamsville (Erie County) firm handling probate and estate administration across Western New York. Marshals and values assets, pays estate debts, files estate accountings, and represents beneficiaries and excluded heirs in will-validity and executor-impropriety disputes, including ancillary probate for out-of-state property. Free 30-minute consultation.
PracticesEstate PlanningTrust AdministrationProbateProbate LitigationGuardianship
FirmCanandaigua, NY
Canandaigua firm representing personal representatives, executors and trustees through Ontario County Surrogate's Court administration, with a second office in Geneva. The practice handles both probate and non-probate assets, including assets held in trust, and represents beneficiaries and estate creditors. It also litigates contested estates - will contests, breach of fiduciary duty and trust disputes - on either side.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 8 more
FirmWhite Plains, NY
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.
PracticesEstate PlanningTrust AdministrationProbateTrust Litigationand 4 more
FirmRochester, NY
Rochester (Monroe County) estate planning and elder law firm, serving communities across New York for more than 60 years. Handles estate, probate, and trust administration, estate litigation, guardianships and conservatorships, Medicaid planning, and veterans benefits. Bills flat fees and does not charge for phone calls or meetings.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
FirmRego Park, NY
Rego Park firm guiding Queens executors through probate, with a second office downtown at 225 Broadway. Takes newly appointed executors from filing through distribution, handles intestate administration where survivors must be identified as heirs under state law, and advises trustees already named under an existing trust. The firm declines work outside wills, trusts, estates, probate and elder law and refers it out; Russian is spoken.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 6 more
FirmGreat Neck, NY
Great Neck (Nassau County) firm of two attorneys serving Long Island, Queens, Brooklyn, the Bronx, and Westchester. Handles probate where there is a will and estate administration where there is not, navigating the Surrogate's Court system for executors and administrators, alongside trust administration, wills, revocable and irrevocable trusts, elder law, Medicaid planning, and special-needs trusts. Founded in 2017 by attorneys with more than two decades in elder law and estate practice; free 15-minute phone consultation.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 3 more