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What You Should Know About Probate in New York

It is important to understand all aspects of the estate planning process. One of the most important processes involves probate. To learn more, it is in your best interest to reach out to our skilled Rockland County probate attorneys. Our firm is here for you each step of the way. We are just one call away.

What is probate in New York?

When preparing your estate, you will likely begin by creating a will and appointing an executor. Once you pass away, your appointed executor will assume all responsibilities. These duties will generally include carrying out the decedent’s wishes, taking the will to probate, managing any financial matters, and distributing assets. Probate is the formal legal process that provides official proving of a will.

Do not wait to reach out to our firm today. At The Lauterbach Firm, our skilled Rockland County probate attorneys are equipped with the knowledge and experience required to ensure that our clients are prepared for all steps of the estate planning process.

How do you file a will to probate?

The executor of the will must first file the document with the Surrogate’s Court in the county where the deceased lived. Additionally, the executor also must provide the death certificate, the probate petition, and other supporting documents. The probate petition declares the executor’s identification and a list of heirs. After it is filed, the heirs of the estate should obtain a citation that will establish:

  • The Surrogate’s Court where probate will occur
  • The rights of all interested parties
  • The executor’s responsibilities (which include filing the will and taking the authority to administer the will)

If you would like to learn more about probate, reach out to our skilled estate planning attorneys today. Our dedicated legal team is here to help you navigate through this process.

What other responsibilities does an executor have?

It is important to understand that an executor has a big responsibility. In many instances, the executor will be accountable for:

  • Collecting and protecting assets
  • Paying taxes and debts of the decedent
  • Allocating assets to beneficiaries
  • Developing and providing a detailed accounting to the court

It is in your best interest to reach out to our firm today if you have any questions or concerns about the probate process. Our experienced firm is prepared to help you through this process. All you have to do is give us a call.

Contact our Firm

The Lauterbach Law Firm is proud to serve clients throughout Rockland County who are faced with legal matters related to estate planning, real estate, foreclosure defense, landlord-tenant law, business law, and criminal defense. If you require the services of an experienced team of attorneys, contact The Lauterbach Law Firm today to schedule a consultation.

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