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SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

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States→New York→Erie County→How to File

How Do I File Probate in Erie County, New York?

A step-by-step guide to filing at the Surrogate's Court—what documents you'll need, where to go, and what happens after you file.

OverviewCosts & FeesHow to FileFind Attorneys

If you're handling probate yourself in Erie County, New York, you can file at the Surrogate's Court in person or by mail. E-filing is mandatory for attorneys but families filing without one are exempt and can use paper forms. The court sits in the 8th Judicial District.

Your Filing Options

How to File Your Documents

Paper Filing Available

You can file your probate documents in person or by mail. While attorneys are required to e-file in Erie County, families handling probate themselves are exempt and can file on paper.

E-Filing Also Available

If you prefer, you can file electronically through the state's online system. This is optional for families filing without an attorney.

View E-Filing Information

Can You File Without an Attorney?

Not every estate requires an attorney. Factors like estate size, asset types, and whether beneficiaries agree can determine if self-filing at the Surrogate's Court is realistic for your situation.

Get the Erie County probate forms →

For a detailed cost comparison and filing checklist, see the full Erie County Self-Filing Assessment.

Erie County Filing Requirements

These are specific requirements for filing probate in this county. Following these guidelines will help avoid delays or rejected filings.

Before You File

Request for Surrogate's Court Action form required

Request for Surrogate's Court Action form must be filed as the first document uploaded with each filing, filed as a stand-alone document.

Source

Self-represented litigants exempt from e-filing

Self-represented (pro se) litigants are exempt from mandatory e-filing per Uniform Rule § 207.4-aa(e)(1). May file in paper format at the court or voluntarily participate in NYSCEF.

Source

Document Requirements

Death certificate original not required

Court does not require original death certificate; e-filing the original or an attorney certified copy is sufficient.

Source

Erie County Forms

This county uses specific forms in addition to state-standard forms. Using the correct forms helps avoid delays or rejected filings.

Erie County Local Forms

Download

Local forms including Administration Decree, Affidavit for Updated Certificates, Amendment to Previously Filed Proceeding, Checklists, Decree of Discharge, Estate Drop Off Form, Informal Closing Affidavit

In-Person Filing

The Surrogate's Court is located at Erie County Hall, 92 Franklin Street, 2nd Floor, Buffalo, NY 14202. Phone: 716-845-2560. Hours: Monday - Friday, 9:00 AM - 5:00 PM.

Before You Go

Accepted payment

Credit card. Credit card via NYSCEF (no service fee to use NYSCEF) or payment at the court. A filing is not complete until the fee is paid; the court deletes the filing if payment is not made. Fees calculated under SCPA § 2402.

What to Bring

To file at the Surrogate's Court you need: the original will (or proof there isn't one), a certified death certificate, contact information for all heirs and beneficiaries, and a summary of what the estate owns and owes.

Court Resources

Additional resources, forms, and fee schedules are available on the Surrogate's Court website.

Visit Court Website →

Court information verified June 2, 2026 · Source

Frequently Asked Questions

You open probate by filing a petition with the Surrogate's Court in Erie County, attaching the original will (if any), the death certificate, and the filing fee (about $625). Once the court issues letters, the personal representative can act.

At minimum: petition for probate, application for letters testamentary or of administration, notice to heirs, and an oath for the personal representative. Erie County uses the standard New York probate forms — the court's website lists the current versions.

New York permits self-representation, but formal probate procedures make it impractical for most families. The Surrogate's Court staff can accept filings but cannot give legal advice. Check the New York self-filing assessment before deciding.

Yes. The Surrogate's Court in Erie County accepts e-filing through the state portal. In-person filing at the courthouse is still available for those without digital access.

Assets stay locked, creditors can still pursue them, and beneficiaries cannot sell real property or close accounts. After a few years, interested parties can petition to open probate themselves. Waiting rarely helps. Families who set up a revocable living trust ahead of time bypass this problem entirely.

Surrogate's Court

Erie County

Erie County Hall, 92 Franklin Street, 2nd Floor

Buffalo, NY 14202

Phone:

716-845-2560

Fax:

716-845-7565

Email:

eriesurrogatehelp@nycourts.gov

Hours:

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

Visit Court Website →
Paper Filing Available
E-Filing Optional

Notify Banks & Financial Institutions

Each institution has a separate death claim process. Find yours below.

Affinity Federal

Affinity Federal logo

Credit Union serving New Jersey, New York and Connecticut

Affinity Federal

AmeriCU

AmeriCU logo

Credit Union serving New York

AmeriCU

Bank of Hope

Bank of Hope logo

Bank serving the West, Southeast, and more

Bank of Hope

Bank OZK

Bank OZK logo

Bank serving the Southeast, Southwest, and more

Bank OZK

BankUnited

BankUnited logo

Bank serving the Southeast, Northeast, and more

BankUnited

Broadview FCU

Broadview FCU logo

Credit Union serving New York, Connecticut and Pennsylvania

Broadview FCU

Beacon Bank

Beacon Bank logo

Bank serving the Northeast

Beacon Bank

Brooklyn Coop

Brooklyn Coop logo

Credit Union serving New York

Brooklyn Coop

Cathay Bank

Cathay Bank logo

Bank serving the Northeast, West, and more

Cathay Bank

Centennial Bank

Centennial Bank logo

Bank serving the Southeast, Southwest, and more

Centennial Bank

Citadel

Citadel logo

Credit Union serving the Northeast, Midwest, and more

Citadel

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

Is this your situation?

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Total probate assets (exclude beneficiary-designated accounts)

Can you self-file probate?

Enter your state and estate value to get a personalized recommendation with estimated cost savings.

Score-based assessment with reasoning

Cost comparison vs. hiring an attorney

This tool provides general information about self-filing probate and is not legal advice. Consult a licensed attorney in your state for guidance specific to your situation.