Estate Planning & Probate in Montgomery County, New York
There are two reasons people look up Montgomery County probate: to keep a family out of it, or to get a loved one's estate through it. Pick the path that fits, then work from the local Surrogate's Court details.
Someone died — settling an estate
Filing probate at the Surrogate's Court, what it costs, transferring property, and local attorneys.
What to do when someone dies in Montgomery County→Planning ahead as a property owner
Keep a Montgomery County home out of probate with a transfer-on-death deed or a living trust.
Estate planning in Montgomery County→The Probate Process in Montgomery County
Probate is the court-supervised process of settling someone's estate after they die — validating the will, paying debts and taxes, and transferring what's left to the heirs. In Montgomery County, probate runs through the Surrogate's Court at Montgomery County Courthouse, 58 Broadway, Fonda. The court sits in the 4th Judicial District. Probate e-filing in Montgomery County runs through nycourts.gov, not the iappscontent.courts.state.ny.us portal used by most New York counties.
Full Montgomery Countyprobate guide: cost, how to file & attorneys →Probate Court Record
Surrogate's Court
Montgomery County · 4th Judicial District
Address
Phone
Hours
Recording Deeds & Property Documents
Recording Office Record
County Clerk
Montgomery County · County Clerk · Brittany Kolbe
Address
Phone
Fax
Hours
$45 per document plus $5 for every page; a 2-page TOD deed records for $55; TOD deeds are exempt from transfer tax.
Full recording details →Verified September 8, 2026 · Source
New York Estate Planning Articles
Articles about estate planning, probate, and trusts relevant to families in Montgomery County.
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