How to Start the Probate Process in New York
A client often sits across from my desk holding two documents: a parent’s original will and a freshly issued death certificate. The abstract idea of
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A client often sits across from my desk holding two documents: a parent’s original will and a freshly issued death certificate. The abstract idea of
A family recently sat in our Manhattan office holding a document their father had purchased online for ninety-nine dollars. He thought he was being financially

A client called me last week from Brooklyn, his voice tight with anxiety. His mother had passed away, leaving behind the family brownstone, some savings—and

A family in Brooklyn loses their mother. She leaves behind a will, two adult children, and the brownstone she owned for forty years. The will

A couple I met recently bought their brownstone in Park Slope in the 1980s. At the time, it was a family home—nothing more. Today, it

A client once came to my Manhattan office, confident his will was ironclad. He had meticulously detailed how his brokerage account, worth a significant sum,

An executor is appointed to manage a relative’s estate, centered on a Manhattan co-op. Inside is a lifetime of collected art, antique furniture, and first-edition
When a Brooklyn family loses a parent who executed a revocable trust, they often breathe a sigh of relief, assuming they have bypassed Surrogate’s Court

A client recently called my office in a panic. Her mother had just passed away in her Manhattan apartment, and my client, the named executor

I recently worked with a family whose matriarch had lived in the same Brooklyn brownstone for over 50 years. When she passed, her children—the executors—began

When a Manhattan executive decides to finally fund their revocable living trust, the impulse is often to sweep every existing account, deed, and policy into

A young entrepreneur in Brooklyn drafts her will using a popular online service. She answers the questions, names her brother as executor, and designates her

When a Manhattan business owner dies unexpectedly without a succession plan, the fallout is immediate. Bank accounts freeze. Payroll halts. Surviving family members, already grieving,

The call often comes from an adult child in Queens. Their mother has passed away, they’ve found the will tucked away in a safe deposit

When a Brooklyn business owner passes away with only a will, the fate of their life’s work becomes public record. The next nine to eighteen

When a Brooklyn daughter finds her late father’s will in a desk drawer, leaving the family home equally to her and her brother, the path

A family in Brooklyn inherits their parents’ brownstone. They assume ownership is automatic, but when they try to sell, they discover a problem—the deed is
When a family uncovers a parent’s will in a Brooklyn safe deposit box, the initial relief is usually short-lived. A will is not a bypass

A construction worker from Brooklyn falls from a scaffold. After two years of litigation, his personal injury attorney secures a seven-figure settlement. The family breathes

When an executor stands in the doorway of a late parent’s home, the task is more than emotional. Emptying that home—whether a brownstone in Brooklyn

The call often comes from a hospital. Your father had a stroke, he’s stable, but the discharge planner says he can’t go home alone. The

A client once came into my office intending to name her three adult children as co-executors of her will. It seemed like the fairest path,

A few months ago, a new client came to our Madison Avenue office. His mother, a lifelong Brooklyn resident, had recently passed away. She had

An investor spots a pre-war co-op on the Upper East Side listed as an “estate sale.” The price seems unusually low for the location, and

A new client recently sat in my Manhattan office with a thick folder. Her father had passed away, leaving a home in Brooklyn, a stock

A client came to my Manhattan office last month with what he thought was a simple plan. He wanted to give his son, a recent

A client came to my office last month—a retired executive from Manhattan who built a successful manufacturing business from the ground up. He hadn’t spoken

I once worked with the family of a successful Manhattan restaurant owner who died suddenly. He was in his fifties, always “too busy” for estate

A client recently sat in my Manhattan office, holding a copy of her late father’s will. She believed her inheritance was straightforward—the family home in
In the intricate tapestry of estate planning, few threads are as noble and enduring as the charitable bequest. A testamentary gift with the power to