Probate in Queens County

Probate Court Record

Queens County Surrogate's Court

Queens County · 11th Judicial District

Hours

Monday-Friday 9:00 AM-5:00 PM

Office

88-11 Sutphin Boulevard, Jamaica, NY 11435

Self-represented filing

Allowed

Self-help forms

How to file probate in Queens County →

Verified October 16, 2026 · Source

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

Trust Administration Firms Serving Queens County

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.

Since 2000Serves 9 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

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.

Solo PracticeServes 5 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawAsset ProtectionMedicaid Planning

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.

Since 1989Serves 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+6

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.

Since 2017Serves 6 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawGuardianship+2

Midtown Manhattan practice on Lexington Avenue guiding executors and beneficiaries through New York probate and trust administration in the five borough Surrogate's Courts: locating and valuing assets, resolving creditor claims in the statutory priority order, and preparing the accounting the court requires before a final distribution. Also drafts wills, trusts, asset-protection plans, and Medicaid plans. Run by Gabriel Katzner, who passed the CPA exam before law school; the practice also keeps a California office in Encinitas.

Solo PracticeSince 2009Serves 5 countiesEstate PlanningTrust AdministrationProbateElder LawAsset ProtectionMedicaid Planning

Bay Ridge firm working the Kings County Surrogate's Court for Brooklyn executors and heirs. Handles probate of the will, notice to heirs, collection of assets, creditors' claims, estate and decedent tax returns, judicial and informal accountings, and distribution, plus administration and kinship hearings when there is no will. A three-attorney practice limited to estate planning, elder law, probate and estate litigation.

Serves 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+2

All 19 New York trust administration firms serving Queens 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.

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Revocable Living Trust

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

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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.

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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.

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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.

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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 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.

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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 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.

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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.

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