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.
Webster is in Monroe County.
More Trust Administration Firms in Monroe 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.
Rochester (Monroe County) firm whose estate group represents executors through administration — addressing disputes, resolving claims, paying estate taxes and distributing assets — and advises individual and corporate trustees on trust administration, distributions and terminations. Founding partner Frank B. Iacovangelo serves as Public Administrator in and for Monroe County.
McConville Considine Cooman & Morin, P.C.
300 Meridian Centre Boulevard, Suite 110, Rochester, NY 14618
Rochester firm at Meridian Centre, with appointment-only offices in Penfield, Fairport, and Greece. Its estate administration lawyers guide executors, administrators, and trustees through probate, establishing estate and trust accounts, liquidating assets, and preparing fiduciary accountings, estate tax returns, and fiduciary income tax returns. Also handles will contests and trust disputes, Medicaid planning, and guardianship proceedings.
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.
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.
Probate in Monroe County
Probate Court Record
Monroe County Surrogate's Court
Monroe County · 7th Judicial District
Phone
Hours
Monday-Friday 9:00 AM-5:00 PM
Office
Hall of Justice, 99 Exchange Boulevard, 5th Floor, Room 541, Rochester, NY 14614
Website
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Monroe County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Monroe County? →Settling an estate in Monroe County →
Forms for Planning and Settling an Estate in 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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