Estate Planning and Probate Services
Our office provides estate planning and probate legal services designed to help individuals and families protect assets, transfer wealth efficiently, and ensure that personal and financial affairs are handled according to their intentions.
We assist clients with wills, trusts and estate administration matters, as well as probate proceedings in Surrogate’s Court when a loved one has passed away. Whether planning in advance or responding to an unexpected loss, our goal is to provide clear legal guidance and practical solutions tailored to each family’s needs and circumstances.
Last Will and Testament Preparation
A properly drafted will ensures that your property is distributed according to your wishes and that your family members are protected after your passing.
Our office assists clients in preparing legally compliant wills that address asset distribution, appointment of executors, guardianship provisions for minor children where applicable, and coordination with broader estate planning strategies.
Probate Proceedings
When a person passes away with a will, probate proceedings are typically required to validate the will and authorize the executor to administer the estate.
Our office represents executors and family members in Surrogate’s Court probate matters, assisting with document preparation, court filings, and administration procedures necessary to transfer estate assets efficiently and in compliance with applicable law.
Other Related Services
In addition to estate planning and probate proceedings, our office provides a range of related legal services designed to support families in managing property transfers.
​Revocable Living Trust Planning
Revocable living trusts are commonly used to manage assets during lifetime and facilitate efficient transfer of property after death.
We assist clients in structuring trusts that support asset management flexibility, privacy protection, and probate avoidance where appropriate.
Estate Administration Without a Will
If a person passes away without a will, estate assets must be distributed according to statutory rules through administration proceedings.
We assist qualified family members in petitioning the court for appointment as estate administrator and guide them through the legal steps required to collect assets, satisfy obligations, and distribute property in accordance with New York law.
Power of Attorney Planning
A durable power of attorney allows a trusted person to manage financial and legal matters if the principal becomes unable to do so.
We assist clients in preparing powers of attorney tailored to their financial structure and planning objectives, including authority over banking matters, property transactions, and administrative decisions. Proper planning can help avoid court intervention in the event of incapacity.