Probate and Estate Administration

Losing a loved one is challenging, and managing their estate can feel overwhelming. New York's probate and administration process involves strict legal requirements, deadlines, and court filings. Broxton will provide steady, compassionate guidance at every step to ensure the estate is handled properly, efficiently, and with sensitivity to family dynamics.

Understanding Probate in New York

Probate is the court-supervised process used when someone passes with a valid will. The court confirms the will's validity, appoints the executor named in the will, and authorizes the executor to collect assets, pay debts, and distribute property to beneficiaries.

Estate Administration is the similar process used when someone passes without a will (intestate). Instead of an executor, the Surrogate's Court appoints an administrator (often a family member) in an order of priority defined by New York law.

Broxton will help you understand which process applies and what to expect from the Surrogate's Court, timelines, and the documentation required.

Probate and Estate Administration Services Include:

Initial Evaluation and Court Filings

Review the decedent's will (if applicable), identify necessary court filings, and initiate the probate or administration process in Surrogate's Court.

Managing Family Dynamics and Will Contests

Provide guidance when disputes arise among beneficiaries or when a will is challenged, working to resolve conflicts efficiently while protecting your interests.

Collecting, Securing, and Valuing Assets

Help identify and secure all estate assets, obtain valuations, and ensure proper documentation for court proceedings.

Paying Debts, Taxes, and Expenses

Assist in identifying valid claims against the estate, paying creditors in the proper order, and handling all necessary tax filings and payments.

Preparing a Full Accounting

Prepare comprehensive accountings of all estate transactions for court approval and beneficiary review, ensuring transparency and compliance.

Distributing Inheritance

Once all debts and expenses are paid, Broxton oversees the proper distribution of assets to beneficiaries according to the will or New York intestacy law.