Can You Self-File Probate in Westchester County, New York?
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. In Westchester County, the petition is filed at the Westchester County Surrogate's Court, which requires e-filing.
Yes. Westchester County runs a self-help center for self-represented filers. It works best for a straightforward estate. The estate settlement plan tracks each Westchester County filing step alongside the estate's accounts and deadlines.
File at the Surrogate's Court, 111 Dr. Martin Luther King Jr. Boulevard, 19th Floor, White Plains, NY 10601. Phone: 1-914-824-5656. Hours: Monday-Friday 9:00 AM-5:00 PM.
Westchester County requires e-filing for probate matters. E-filing through NYSCEF is mandatory in probate, administration, accounting and miscellaneous proceedings commenced on or after May 3, 2017, and consensual in small estate and guardianship proceedings. The court does not take e-filed documents in a proceeding begun on paper unless the chief clerk's office directs it. Self-represented filers are exempt under Uniform Rule 207.4-aa(e)(1) and may choose to e-file.
Westchester County runs a self-help center. Phone: 1-914-824-5701.
The New York court filing fee is $45 - $1,250 (based on estate value)N.Y. SCPA § 2402(1), (2), (7)Verified Oct 17, 2026View source, and publication of the creditor notice is a separate cost set by the newspaper. New York requires a bond of the personal representative by defaultSCPA §§ 710, 801, 805Verified Sep 8, 2026View source, so a bond premium is a cost too unless the will or the heirs waive it. The filing fee is a fraction of what probate costs with counsel: attorney fees are the largest line, and self-filing removes that line while court costs, publication and executor compensation stay the same.
Self-File Probate Assessment in Nearby Counties
- Other counties in the 9th Judicial District: Dutchess County (Poughkeepsie) · Orange County (Goshen) · Putnam County (Carmel) · Rockland County (New City)
- More New York counties: Wayne County (Lyons) · Wyoming County (Warsaw)
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Forms for Settling an Estate in New York
Free forms for settling an estate in New York: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form for New York.
Petition for Probate and Letters
In New York, the petition asks the Surrogate's Court to appoint the personal representative, whose authority is proved by Letters Testamentary or Letters of Administration; every appointment goes through the courtSCPA § 1408 (court must inquire into all facts before admitting a will to probate)Verified Sep 8, 2026View source.
Renunciation of Executor
In New York, a person named as executor may renounce the right to serveSCPA § 1417(1), (4)Verified Sep 22, 2026View source before anyone is appointed.
Small Estate Affidavit
In New York, the Voluntary AdministrationSCPA § 1301Verified Sep 8, 2026View source covers estates with personal property of $50,000SCPA § 1301Verified Sep 8, 2026View source or less, filed with the court.
Estate Inventory
In New York, the personal representative files the estate inventory within 270 days22 NYCRR 207.20Verified Sep 15, 2026View source of appointment.
Estate Closing
In New York, the personal representative is discharged by court orderSCPA § 2203(4); § 2211(1); § 2215(1)Verified Sep 15, 2026View source, and a final accounting is required unless it is waived.
IRS Form 1310
Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.
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 Much Can an Executor Charge?
New York sets executor compensation by statute — about $19,000 on a $500,000 estate, roughly 3.8%SCPA § 2307Verified Sep 8, 2026View source.
How Do I Get Letters Testamentary?
In New York, the Surrogate's Court appoints the personal representative and issues Letters Testamentary or Letters of Administration; every appointment goes through the courtSCPA § 1408 (court must inquire into all facts before admitting a will to probate)Verified Sep 8, 2026View source.
What Are the Creditor Claim Deadlines?
In New York, the 7 monthsSCPA § 1802Verified Sep 8, 2026View source period after the personal representative's appointment protects a representative who distributes after it; late claims can still reach undistributed assets.
What Happens When an Estate Is Insolvent?
When an estate owes more than it holds, New York pays the claims in 6N.Y. SCPA § 1811Verified Oct 19, 2026View source classes in statutory order, beginning with administration expenses.
How Do I Claim a Deceased Person's Unclaimed Property?
In New York, a deceased owner's unclaimed property is claimed from the New York State Office of the State Comptroller, Office of Unclaimed FundsN.Y. Abandoned Property Law 1406; N.Y. SCPA 1301Verified Aug 24, 2026View source.
How Do I Open an Estate Account When Someone Dies?
Compare estate-account opening requirements bank by bank: channels, required documents, and steps.
What Social Security Survivor Benefits Can I Get?
Which Social Security survivor benefit a spouse, former spouse, child or parent can get, what share it pays, and the lump-sum death payment.
What Is the Estate's Personal Property Worth for Probate?
In New York, the personal representative lists the estate's personal property at its fair market value as of the date of death22 NYCRR 207.20Verified Sep 15, 2026View source, on the inventory filed within 270 days22 NYCRR 207.20Verified Sep 15, 2026View source of the appointment.
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New York Estate Settlement Resources
In-depth guides covering New York probate, estate administration, and settling an estate.