Estate Planning for Westchester County, New York Property Owners

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

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.

Solo PracticeServes 3 countiesEstate PlanningProbateBusiness LawReal Estate

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

White Plains elder law and estate firm with a second office in Somers, serving the greater Westchester County area through the Surrogate's Court. Files the will and petitions for letters testamentary, values estate assets, notifies beneficiaries, works with the family accountant on estate tax returns and distributes the estate; where there is no will, petitions for letters of administration instead. Nine attorneys, and its guardianship practice covers Article 81 guardianship of an incapacitated adult as well as 17-A special needs guardianships.

Since 2004Serves 1 countyEstate PlanningProbateElder LawTax PlanningGuardianship+2

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.

Serves 3 countiesEstate PlanningProbateProbate Litigation

Yonkers firm representing Westchester executors and administrators from the first Surrogate's Court filing through the order closing the estate. Handles the probate petition for letters testamentary or the administration petition for letters of administration, determines distributees and creditors, prepares the inventory and family tree affidavits, pays debts and distributes property. Also litigates contested accountings and will contests.

Serves 1 countyEstate PlanningProbateProbate LitigationTrust LitigationBusiness LawReal Estate