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In New York state, a will only has to be submitted to probate if the decedent's remaining assets are worth $30,000 or more. Such assets do not include any property or funds that transferred via pay on death accounts, in trust for (ITF) accounts, or joint ownership, as these automatically bypass the probate process.
Filing the probate petition. The executor must file the original will and a certified copy of the death certificate with the probate petition and other supporting documents in the Surrogate's Court of the county where the deceased person lived. There is a filing fee based on the size of the estate.
The Executor files the original Will and a certified death certificate, a document that has the date and location of a person's death, along with a form called a probate petition and other supporting documents in the Surrogate's Court in the county where the person who died lived, and had their primary residence.
While not every estate has to go through probate, larger and more complicated estates tend to need a grant of probate from the responsible courts. In New York's case, this is the Surrogate's Court. The court will also validate the appointment of an estate executor nominated in the will.
Assuming that no one is contesting the will or challenging the appointment of the executor, and assuming all of the decedent's next of kin (called distributees) can be found and will sign a waiver of process and consent to probate, you can expect to pay $3,000 - $3,500 in legal fees to have the will admitted to probate ...
A probate attorney or estate planning attorney is not required but may help you to navigate any legal challenges. The legal process in a New York State Surrogate's Court that secures the right to serve as an estate's fiduciary is a probate proceeding.
Since 1787, wills and other papers relating to the estates of deceased persons have been filed in and retained by the Surrogate's Court in each county of the state. To obtain information regarding an individual's estate, contact the Surrogate's Court in the county where the individual resided.
While there's no official deadline to apply for probate in New York, you should not delay the process.