What to Do When Someone Dies in Putnam County, New York

How probate works in Putnam County: the Surrogate's Court record, what the process costs, and how to file there.

Probate Court Record

Putnam County Surrogate's Court

Putnam County · 9th Judicial District

Hours

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

Office

Historic Courthouse, 44 Gleneida Avenue, Carmel, NY 10512

Self-represented filing

Allowed

Self-help forms

E-filing

Required for attorneysNew probate, administration, small estate, accounting and miscellaneous proceedings commenced on or after February 16, 2021 are filed through NYSCEF, and guardianship proceedings may be e-filed. A self-represented filer is exempt and may take part by choice. A proceeding begun on paper stays on paper unless the clerk's office directs otherwise. On paper: Guardianship (e-filing optional); Self-represented filers (exempt).

Self-represented filing

AllowedA self-represented filer files on paper at the court or takes part in NYSCEF voluntarily.

Accepted payment

  • At the counterCredit card.Fees are paid by credit card through NYSCEF or at the court. A filing paid at the court is deleted if payment is not received within five business days of e-filing.

Verified October 16, 2026 · Source

How Probate Works in Putnam 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 Putnam County, probate runs through the Surrogate's Court at Historic Courthouse, 44 Gleneida Avenue, Carmel. The court sits in the 9th Judicial District. Putnam County shares the 9th Judicial District with Dutchess, Orange, Rockland and Westchester.

The personal representative opens the case, gives notice to heirs and creditors, files an inventory of the estate's assets, settles outstanding debts and taxes, and then distributes the remainder under the will — or under New York intestacy law when there is no will.

Most New York estates take 9 months to 15 months to move through this process. Creditors have 7 monthsSCPA 1802, 1803, 1810, 1811; EPTL 11-1.5Verified Oct 19, 2026View source to present a claim, counted from the opening of the estate.

What Probate Costs in Putnam County

What probate costs in Putnam County, New York comes down to a handful of line items — the court filing fee, attorney and executor compensation, publication, and sometimes a bond — scaled by the estate's size and whether the will is contested. The case itself runs through the Surrogate's Court at Historic Courthouse, 44 Gleneida Avenue, Carmel. The court is part of the 9th Judicial District.

New York charges $45 - $1,250 (based on estate value)N.Y. SCPA § 2402(1), (2), (7)Verified Oct 17, 2026View source to open probate, the same in every county. Additional filings during administration — inventory, accounting, the final petition — add to the total.

Estimate the costs for this estate:

Attorney fees in New York are negotiated, typically 2.5%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 4%Modeled estimate under SCPA § 2110 (reasonable compensation; no statutory percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of estate value. Flat-fee arrangements are common for straightforward estates.

New York sets executor compensation by statute — about $19,000 on a $500,000 estate, roughly 3.8%SCPA § 2307Verified Sep 8, 2026View source. Family members who are also beneficiaries often waive the fee — executor pay is taxable income while inheritances are not.

A surety bond may be required unless the will waives it or all beneficiaries consent. Premiums run roughly 0.5%Industry surety premium estimate; the bond itself under SCPA §§ 710, 801, 805Verified Sep 8, 2026View source of estate value annually.

Probate in New York typically runs 9 months to 15 months, and costs accrue throughout that period.

How to File Probate at the Surrogate's Court

Probate cases in Putnam County, New York are filed at the Surrogate's Court. The court sits in the 9th Judicial District.

Can You File Without an Attorney?

In New York, informal probate is not availableSCPA § 1408 (court must inquire into all facts before admitting a will to probate)Verified Sep 8, 2026View source, so self-filing means a formal court petition rather than a registrar filing.

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

Putnam 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 first in every filing

A new Request for Surrogate's Court Action is the first document uploaded with each filing, as a stand-alone document. A request for certified documents or Certificates of Appointment uses the non-proceeding relief page of that form.

Source

Document Requirements

Death certificate and original will within three business days

After e-filing, a hard copy of the death certificate and the original will, staples intact, are filed within three business days with a copy of the e-filing receipt attached.

Source

Other Requirements

Pre-paid return envelope for certificates and letters

The court mails certificates, letters and requested documents in a pre-paid self-addressed envelope sent with the death certificate. The court has no FedEx or UPS pickup.

Source

What to Bring

Filed with the opening petition at the Surrogate's Court: Death certificate — one must be filed on any application for letters testamentary, letters of administration, or voluntary administration; alternate evidence of death may be accepted in the court's discretion (22 NYCRR 207.15(b)); Original will and any codicils (filed with the Petition for Probate) (SCPA Art. 14); Estimate of gross estate value (personal and real property, gross rents for 18 months, and any wrongful-death/personal-injury cause of action) in the petition (22 NYCRR 207.16(a)(2))N.Y. Surrogate's Court Procedure Act Art. 14 (§§ 1401-1424, probate; § 1402 who may propound will/contents of petition; § 1414 letters testamentary); Art. 10 (§ 1001 et seq., administration); Art. 13 (§§ 1301-1312, small estate)Verified Aug 24, 2026View source.

Death Certificates and the Coroner in Putnam County

In Putnam County certified copies of the death certificate come from the Registrar of Vital Statistics of the town or city where the death occurred, or from New York State Department of Health - Vital Records Section.

Vital Records Office Record

New York State Department of Health - Vital Records Section

Putnam County · State vital records office

Certified copies

From the Registrar of Vital Statistics of the town or city where the death occurred, or from New York State Department of Health - Vital Records Section

Mail

New York State Department of Health Vital Records Certification Unit P.O. Box 2602 Albany, NY 12220-2602

Verified October 15, 2026 · Source

Coroner or Medical Examiner Record

Coroner

Putnam County · Putnam County Coroner's Office

Office

112 Old Route 6, Carmel, NY 10512

Mail and offices

Fax

1-845-808-1965

Verified November 3, 2026 · Source

Transferring Property in Putnam County

Clearing title to real estate after a death, whether by a personal representative’s deed, an affidavit of survivorship, or a court order, happens at the County Clerk.

Deeds and other real property documents for Putnam County are recorded with the County Clerk at 40 Gleneida Avenue, Carmel, NY 10512. Phone: 1-845-808-1142. Hours: Monday-Friday 9:00 AM-5:00 PM (by appointment).

The County Clerk charges $45 per document plus $5 for every page.

Putnam County accepts electronic recording through CSC, Indecomm, ePN and Simplifile.

Recording Office Record

County Clerk

Putnam County

Hours

Monday-Friday 9:00 AM-5:00 PM (by appointment)

Office

40 Gleneida Avenue, Carmel, NY 10512

Fax

1-845-228-0231

Verified October 17, 2026 · Source

Probate Attorneys Serving Putnam County

New York uses formal, court-supervised probate, which makes an attorney worthwhile for most estates in Putnam County — the filing sequence, notice requirements, and accounting leave little room for error. Estates under the small-estate threshold are the usual exception.

Probate attorney fees in New York are based on reasonable compensation, billed hourly or as a flat fee. Ask a Putnam County firm to quote a structure up front.

A probate attorney files the petition with the Surrogate's Court, publishes the required creditor notices, prepares the inventory and accounting, handles creditor claims and tax filings, and guides the final distribution. They represent the personal representative — not the beneficiaries — a distinction that matters if a dispute develops.

FirmRye Brook, NY

Amoruso & Amoruso LLP

Serves 3 counties

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.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

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

Solo PracticeCarmel, NY

Cory A. Levine, Attorney at Law

Serves 3 counties

Carmel solo practice filing directly with the Putnam County Surrogate's Court, which sits in the same town. Files the original will and probate petition, notifies every legal heir and beneficiary, marshals and inventories the estate's assets, settles valid debts and the final state and federal returns, and completes the formal transfer of property to the beneficiaries.

PracticesEstate PlanningProbateBusiness LawReal Estate

Office
1834 Route 6Carmel, NY 10512

FirmWhite Plains, NY

Gould & Berg, LLP

Serves 3 counties

White Plains firm serving Westchester, Rockland and Putnam counties. Submits a recently deceased relative's estate for probate or administration in the Surrogate's Court and carries the transfer of assets through, then litigates will contests and other estate disputes, using alternative dispute resolution where a probate fight would drain the estate. Drafts wills, powers of attorney, health care proxies and living wills alongside the firm's employment and civil-rights practice.

PracticesEstate PlanningProbateProbate Litigation

Office
222 Bloomingdale Road, Suite 304White Plains, NY 10605

FirmBrewster, NY

Law Office of Andres D. Gil, PLLC

Serves 4 counties

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.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office
973 NY-22, Suite 3Brewster, NY 10509
Free consultation

Solo PracticeWappingers Falls, NY

Martin Law, PC

Since 2004 · Serves 3 counties

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.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more

Office
2644 East Main StreetWappingers Falls, NY 12590
Free consultation

FirmPleasantville, NY

Meyer & Spencer PC

Since 1993 · Serves 2 counties

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.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office
390 Bedford RoadPleasantville, NY 10570
See all 22 firms serving Putnam County →

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

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Legal Sources

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Data sourced from New York statutes and official state code. Fee percentages are modeled estimates; each figure's note says how. How we research.

Tools for Settling an Estate in New York

Free tools for settling an estate in New York: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for New York.

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.

See the Steps

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.

See the Steps

Can I Self-File Probate?

In New York, informal probate is not availableSCPA § 1408 (court must inquire into all facts before admitting a will to probate)Verified Sep 8, 2026View source, so self-filing means a formal court petition rather than a registrar filing.

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