What Are My Duties as Executor in New York?

Step-by-step guide for executors and personal representatives navigating probate. This checklist applies whether there was a will or not.

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This checklist provides general guidance for estate settlement. Requirements vary by state and circumstance. Consult a licensed attorney for legal advice.

Frequently Asked Questions

In New York, your immediate priorities are obtaining certified death certificates, filing the original will with the probate court, and petitioning for letters testamentary (your official authority to act). You should also secure estate assets and begin identifying all accounts and property.

In New York, simple estates typically take 7-9 months. Average estates take 9-15 months. Complex estates with disputes can take 15-36 months or longer. The 7-month creditor claim period is a key factor in the timeline.

New York typically requires a probate bond, but it can be waived if specified in the will. Without a waiver, expect to pay about 0.5% of the estate value annually for the bond premium.

Yes. New York offers Voluntary Administration for estates under $50,000. This can significantly reduce time and costs.

In New York, you must publish a notice to creditors in a local newspaper and/or send direct notice to known creditors. Creditors then have 7 months to file claims. Do not make final distributions until this period expires.

New York Estate Planning Resources

In-depth guides covering New York probate laws, trust requirements, and estate planning strategies.