
Handling New York Probate Pro Se: A Word of Caution
Your father named you as executor in his will, a final gesture of trust. You find the original document in a safe deposit box and
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Your father named you as executor in his will, a final gesture of trust. You find the original document in a safe deposit box and
When a parent passes away in Manhattan with only a traditional will, the family quickly learns their grief must share space with bureaucracy. The nominated

A few years ago, a woman came into my Manhattan office with a will her late husband had downloaded from the internet. He was a

I recently met with a family from Brooklyn whose son, a young adult with a developmental disability, was about to receive a significant personal injury

A few months ago, a man came into my Manhattan office. His mother had recently passed away, leaving behind the family home in Brooklyn. He

A client once came to me with what she thought was a simple request. She wanted her will to leave her Brooklyn brownstone to her

I’ve seen it happen more times than I can count. A newly-appointed executor—often a grieving son or daughter—walks into a bank in Manhattan to close

A family in Brooklyn receives a final accounting from the executor of their father’s estate, and the administrative fees are far higher than anyone anticipated.

I recently met with three siblings in my Manhattan office. Their father, a lifelong Brooklyn resident, had passed away unexpectedly, and he had never written

I often meet with the children of a recently deceased parent who left behind a Manhattan apartment and a simple, do-it-yourself will. They believe this

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

A family in Brooklyn loses their mother. She lived in the same brownstone for fifty years, and it was her single greatest asset. She left

I often see this scenario play out. A mother in Brooklyn passes away, leaving her apartment and an investment portfolio. Her will names her daughter—who

A family in Manhattan is grieving the loss of their father. Then the probate petition arrives. The will they see is not the one they

A client once came into my Manhattan office with a will they’d created from a website. They were proud of their diligence. They had listed

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,

I often meet with parents in Manhattan who have spent a lifetime caring for a child with a significant disability. Their greatest concern is a
When a Manhattan family loses a parent who left behind little more than a tangled web of untitled assets and vague verbal promises, the immediate

A client recently came into our Madison Avenue office with a clear goal. “I want to put my house in a trust,” she said. Her

A client recently came into my Manhattan office with a folder of papers and a heavy heart. Her mother, a longtime Queens resident, had passed

A family from Brooklyn recently came into my office with a stack of papers their father had prepared from a website. He had passed away,

I recently sat with a couple in my Manhattan office who had built a successful business over 30 years. They had one child, a son

The call often comes at an inconvenient hour. A client’s mother has passed away in her Brooklyn home, and my client—named as the executor in

A couple sits in my office, having seen online services that promise a will for a few hundred dollars. They’ve also heard from friends that
A client recently sat across from my desk in our Manhattan office, sliding a heavily marked-up binder toward me. It was her revocable living trust,
When a Brooklyn family discovers a signed quitclaim deed tucked inside their late father’s desk transferring the family home to his children, they usually assume

A client recently sat in my office on Madison Avenue, the binder containing his mother’s trust on the table between us. He was named successor

A client came into my office last month. He’d spent 40 years building a successful manufacturing business in Brooklyn, and his concern wasn’t about taxes

A few years ago, a client came to my Manhattan office after her brother passed away. In his will, he left a six-figure inheritance directly
A widowed father in Brooklyn decides he wants to keep the family brownstone out of Surrogate’s Court. He finds a generic quitclaim deed form online,