Trust Administration Attorneys in Westchester County, New York

9 trust administration firms have an office in Westchester County, New York. Each listing carries the firm's practice areas, its Westchester County office and its phone.

State

County

City

Practice Area

All Areas

Planning ahead

Estate Planning17 Tax Planning6 Special Needs Planning11 Asset Protection9 Medicaid Planning10

Settling an estate

Trust Administration9 Probate18 Probate Litigation9 Trust Litigation3

Capacity and care

Elder Law14 Conservatorship1 Guardianship10

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.

9 firms

Amoruso & Amoruso LLP

800 Westchester Avenue, Suite N-605, Rye Brook, NY 10573

Rye Brook (Westchester County) firm serving Westchester, Putnam and Rockland families, including Carmel and Brewster. Handles probate administration, estate administration, trust administration and guardianship, alongside wills, trusts, Medicaid and long-term-care planning, and special-needs planning. Its two founders hold nearly six decades of combined experience.

Serves 3 countiesEstate PlanningTrust AdministrationProbateElder LawGuardianship+3

1-914-253-9255

Abrams Fensterman, LLP

81 Main Street, Suite 400, White Plains, NY 10601

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

1-914-607-7010

Cavallo & Cavallo

1293A North Avenue, New Rochelle, NY 10804

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

1-914-235-8500

Ettinger Law Firm

140 Grand Street, Suite 410, White Plains, NY 10601

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

1-914-684-6100

Law Offices of Kobrick & Moccia

600 Mamaroneck Avenue, 4th Floor, Harrison, NY 10528

Garden City practice with by-appointment offices in Hauppauge and Harrison, covering probate and trust administration for Nassau, Suffolk, and Westchester families. Walks executors and trustees through appointment, managing assets, paying debts, and distributing property, including the case where assets were never funded into the trust and must go through probate separately. Also handles Medicaid and nursing-home planning, special-needs and blended-family planning, and IRA and retirement planning. Anthony Moccia began as a law clerk at the firm and took ownership in May of 2021.

Solo PracticeServes 3 countiesEstate PlanningTrust AdministrationProbateElder LawSpecial Needs PlanningAsset Protection

1-516-248-9500

Meyer & Spencer PC

390 Bedford Road, Pleasantville, NY 10570

Pleasantville firm serving Westchester and Putnam families through probate and estate administration, with an appointment-only Mahopac office. Reviews the will, trust, deeds and beneficiary forms, files with the correct Surrogate's Court to have an executor or administrator appointed, identifies assets and notifies creditors, sells the decedent's home, and prepares the final accounting that closes the estate. Also files Article 81 guardianship petitions, including emergency applications.

Since 1993Serves 2 countiesEstate PlanningTrust AdministrationProbateElder LawGuardianship+3

1-914-741-2288

Martin Law, PC

1940 Commerce Street, Suite 203, Yorktown Heights, NY 10598

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.

Solo PracticeSince 2004Serves 3 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

1-845-764-8104

Ely J. Rosenzveig & Associates, P.C.

570 Taxter Road, Suite 600, Elmsford, NY 10523

Elmsford firm, formerly in White Plains, guiding Westchester executors through probate in the Surrogate's Court of the county where the decedent lived. Walks the executor through the probate petition and death certificate, publication and citation notice to distributees, inventorying and appraising property, paying creditors, distributing the residue, and filing the estate's income, gift and estate tax returns. Both principals are trained mediators who try to settle beneficiary disputes before litigating them.

Since 2010Serves 1 countyEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

1-914-816-2900

Walsh & Amicucci LLP

1133 Westchester Avenue, Suite S321, White Plains, NY 10604

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.

Serves 13 countiesEstate PlanningTrust AdministrationProbateTrust LitigationElder Law+3

1-914-251-1115

Probate in Westchester County

Probate Court Record

Westchester County Surrogate's Court

Westchester County · 9th Judicial District

Phone

1-914-824-5656

virtualwestchestersurrogatescourt@nycourts.gov

Hours

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

Office

111 Dr. Martin Luther King Jr. Boulevard, 19th Floor, White Plains, NY 10601

Website

Court website →

E-filing

Required for attorneys

Self-represented filing

Allowed

Self-help forms

Court forms packet

Open in Google Maps

How to file probate in Westchester County →

Verified October 16, 2026 · Source

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

Trust Administration Firms Serving Westchester County

Esther Schwartz Zelmanovitz, PLLC

1010 Northern Boulevard, Suite 302, Great Neck, NY 11021

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

1-516-347-7356

Korsinsky & Klein LLP

2926 Avenue L, Brooklyn, NY 11210

Brooklyn firm on Avenue L handling probate and estate administration for New York families, with a second office in Manhattan. Walks executors through collecting assets, obtaining the estate EIN, opening the estate account, paying debts and taxes, transferring estate property and closing the estate, and represents administrators distributing an intestate estate under EPTL 4-1.1. Many matters are billed at a flat fee.

Serves 3 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

1-212-257-0199

Law Office of Andres D. Gil, PLLC

973 NY-22, Suite 3, Brewster, NY 10509

Brewster firm representing Lower Hudson Valley families across Putnam, Dutchess, Westchester and Rockland counties. Carries executors and administrators through every stage of estate administration — the probate court filings, the deadlines and the disputes among beneficiaries — and litigates will disputes and accounting disputes, alongside Article 81 guardianship petitions and trust administration for trustees. Principal Andres D. Gil is a combat veteran and former assistant district attorney.

Serves 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

1-845-237-3117

Leventhal Elias Law PLLC

900 South Avenue, 3rd Floor, Staten Island, NY 10314

Staten Island firm on South Avenue, with a by-appointment Manhattan office, handling estate administration where there is a will and administration where there is not, plus trust administration and trustee and fiduciary guidance. Also drafts wills, pour-over wills, and revocable, irrevocable, and asset-protection trusts, and files community and nursing-home Medicaid applications.

Serves 6 countiesEstate PlanningTrust AdministrationProbateElder LawTax Planning+2

1-718-448-6655

Makofsky Valente Law Group, P.C.

600 Old Country Road, Suite 444, Garden City, NY 11530

Garden City firm on Old Country Road serving Nassau, Suffolk, and the New York City boroughs. Works alongside executors and trustees to locate, gather and liquidate assets, notify creditors and review claims within the seven-month Letters Testamentary window, file the decedent's final income and estate tax returns, prepare estate accountings and releases, and distribute to beneficiaries. Three attorneys, led by a Certified Elder Law Attorney, also handling Medicaid planning and applications, special-needs planning, and asset protection.

Since 1991Serves 7 countiesEstate PlanningTrust AdministrationProbateElder LawSpecial Needs Planning+2

1-516-228-6522

Masch, Coffey & Associates LLP

254 South Main Street, Suite 306, New City, NY 10956

New City firm whose office sits a quarter mile from the Rockland County Courthouse, serving executors and administrators across Rockland, Orange and Westchester. Files the Surrogate's Court probate papers, works through inventory, valuation, collection and sale of assets, pays estate debts, manages a decedent's trust and prepares the federal and New York estate tax returns. Both partners litigate contested accountings and undue-influence claims.

Serves 3 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

1-845-639-8100

All 20 New York trust administration firms serving Westchester 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 2 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 statute, 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 schedule 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 days of appointment; creditors have 7 months 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 1040; a federal estate tax return (Form 706) is required only for estates above $15,000,000.

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 death, and the gain on a later sale faces ordinary income tax at the state's regular rates.

Calculate the Tax

All New York tools

Trust Administration Attorneys in Westchester County, New York

Probate in Westchester County

Westchester County Surrogate's Court

Trust Administration Firms Serving Westchester County

Forms for Planning and Settling an Estate in New York

Revocable Living Trust

Pour-Over Will

Tools for Planning and Settling an Estate in New York

How Do I Settle a Trust?

What's Fair Trustee Compensation?

How Do I Settle an Estate?

Do I Have to File Tax Returns for Someone Who Died?

How Does Step-Up in Basis Work?

Your kids shouldn't have to do this.

Trust Administration Attorneys in Westchester County, New York