Serving Queens, Brooklyn, Nassau & New York City since 1985

Richard Cary SpivackAttorney at Law · Queens

Probate in Queens

Probate Lawyer in Queens, NY

Probate is how New York confirms a will is valid, collects the estate’s assets, pays what is owed, and passes on what is left. It is mostly administrative, and it is unforgiving of mistakes.

Court
Queens County Surrogate’s Court, Kew Gardens
Office
118-21 Queens Boulevard, Suite 504, Forest Hills
Practice areas
Queens, Brooklyn, Nassau, New York City

Losing someone is hard enough without adding court filings, statutory deadlines, creditor claims and a family that wants to know what happens next. Most estates are uncontested and most run without incident. The work is unglamorous and detail-driven, which is precisely why it goes wrong when it is mishandled.

I handle probate petitions and estate administration in Queens County Surrogate’s Court from an office in Forest Hills, a short trip from the court at Kew Gardens. Most families arrive with two questions: what does this cost, and how long will it take. Both deserve honest answers, and neither can be answered properly until the estate has been looked at.

The process

What probate actually involves

Proving the will and making the appointment

The petition asks the Surrogate’s Court to accept the will and to issue letters to the person it names. If the will names no one, or names someone who cannot serve, the court appoints an administrator instead — and a court-appointed fiduciary is generally required to post a bond. The difference in cost and formality is real, and it is worth understanding which route your family is on.

Everyone entitled to notice must actually receive it in a permitted way. That includes people who may be surprised to hear about it, which is why a matter everyone assumed was private sometimes is not.

What an executor is responsible for

An executor has legal duties, not clerical ones: identify and protect the estate’s assets, keep accurate records, avoid self-dealing, act in the beneficiaries’ interests, and account to the court for what has happened.

In practice that means preparing and filing the petition, handling service, appearing in court, distinguishing probate assets from everything else, responding to creditor claims and notices to beneficiaries, filing the inventories and accountings, handling tax filings, and finally distributing and closing.

How long it takes, honestly

New York requires a waiting period after a death before most probate petitions may be filed, so no estate is settled straight away. Beyond that statutory period, a complete administration commonly runs for many months rather than weeks.

What determines the length is the estate itself. A small estate with no property and no disagreement moves comparatively quickly. Real property has to be sold or transferred, which adds months. A contested will adds a litigation timeline on top. Undiscovered debts and tax filings extend it further. The Surrogate’s Court calendar in Queens has its own pace on top of all that.

You will see figures quoted for a typical Queens probate. Treat them as a rough shape rather than a promise. I will not give you a completion date before I know what the estate contains and whether anyone is objecting.

Creditors, taxes and the order of payment

An estate cannot distribute before its obligations are dealt with. New York requires a creditor notice period to be observed, and it cannot be shortened. Valid debts must be paid, and they are not all treated alike — some take priority over others.

Tax filings frequently extend an estate considerably. Whether a federal or New York estate return is required depends on the size and character of the estate and on the deductions available. That question should be settled early, because it often dictates the closing timetable.

A creditor claim nobody anticipated — a final hospital bill, a card used after the last payment, an unreconciled pre-death charge — is ordinary rather than exceptional. It is handled.

Simplified routes

Not every estate needs a full probate

Where an estate is small enough, a simplified route may be available, and the difference in cost and time is substantial. Whether it applies depends on the value of the estate, what the assets are, and how they are titled.

More importantly, some assets never need probate at all. Property held in a revocable trust passes under the trust. Retirement accounts and life insurance pay to the named beneficiary. Accounts with payable-on-death or transfer-on-death designations pass on that designation. Anything jointly held with survivorship passes to the survivor.

Establishing which of an estate’s assets fall on which side of that line is usually the single most useful thing done in the first meeting. A house titled solely in the person who died does go through probate, however good the intentions behind any trust.

Disputes

When probate becomes contested

Most estates are not contested. The ones that are usually are because a family has divided rather than because anyone has done anything obviously wrong — and that is worth understanding, because it changes what a dispute is actually about.

Will contests in New York can be brought on grounds including lack of capacity when the will was signed, undue influence, fraud or forgery, and improper execution. Timing matters sharply: a contest generally has to be brought within a statutory window after the will is admitted to probate, and that window closes whether or not anyone knows it exists.

I act on both sides — defending wills that are challenged and bringing challenges where the evidence supports one. Either way the strength of the case usually turns on the evidence surrounding how a document came into being rather than on its wording alone. Which means the dispute is nearly always about something that happened years before anyone died.

Other probate disputes

Not every dispute is about the will itself. Beneficiaries regularly disagree with an executor’s decision to sell property, to pay a particular creditor, or about when an asset should be distributed. They disagree about whether a beneficiary designation is current. They argue about whether an omitted family member has any claim — which is usually answered clearly by the fact that a valid will displaces the intestacy statute.

Some of these resolve in a room rather than a courtroom. Mediation is often the better answer, particularly where the dispute is about how to distribute rather than about who is entitled to what. What is not negotiable is the order of payment, the creditor notice period, and the accounting the court requires.

Real property

Houses, co-ops, and the asset that slows everything

Real property is usually the largest single asset and the one most likely to hold an estate open. If the house was titled solely in the person who died, it passes through probate. If it was in a trust or titled with survivorship, it may not.

Where it does pass through probate, the executor may have to sell before anything can be distributed, in order to pay debts and taxes. That decision frequently produces the most difficult meeting in the whole administration, because it is the first moment at which the estate has a fixed price.

Queens property adds its own complications. A great deal of it is held through cooperatives and condominiums, which carry board approval requirements, financial statement obligations and their own processes. Those are worth knowing about before a timetable is set, not after a closing date slips.

Questions

About probate in New York

What is probate?

Probate is the court process by which New York confirms that a will is valid, then works through what happens to the property. The Surrogate’s Court accepts the will, an executor or administrator is appointed, assets are gathered and valued, creditors are notified and paid, and whatever is left is distributed to the people named in the will — or, if there is no will, to the people New York law names.

How long does probate take in New York?

New York requires a waiting period to pass after a death before most probate petitions may be filed, so no estate is settled immediately. Beyond that statutory period, a full administration commonly takes many months rather than weeks, and the honest answer is that nobody can promise you a date in advance. What actually drives the length is the size and complexity of the estate, whether property has to be sold, whether the will is contested, whether creditor claims and tax filings need attention, and how the Surrogate’s Court calendar is running. If you have been given a specific deadline, tell me — that changes the order of work substantially.

What happens if someone dies without a will?

Without a will, New York’s intestacy laws decide who inherits. The distribution is set by statute: a surviving spouse and descendants come first, and if there are no descendants the estate passes outward through parents, then brothers and sisters, and so on. It also becomes harder to know which assets pass through probate at all. In a blended family, or where a partner is not legally married, or where there are children from more than one relationship, intestacy can produce a result nobody in the family would have chosen. A properly executed will removes that uncertainty.

Does every estate have to go through probate?

No, and this is the single most useful thing to establish early. A small estate may qualify for simplified administration, which is a much lighter process. And any asset that is properly titled — in a revocable trust, as a beneficiary of a retirement account, or with a payable-on-death or transfer-on-death designation — generally passes to that beneficiary without probate at all. The reason to look carefully is that a great deal of what families own is titled in ways that defeat their plan. A house held only in the deceased’s name, for example, usually does go through probate.

What does an executor actually do?

An executor is the person named in the will whose job is to carry it out. In practice that means gathering the paperwork, identifying and valuing the estate’s assets, securing and valuing the property, paying creditors and taxes in the right order, keeping careful records, filing an inventory and then accountings with the court, and finally distributing what remains. The Surrogate’s Court supervises this. It is a substantial administrative job with real legal duties attached, and it is quite common for an executor to hire a lawyer to handle the court work while they continue to manage the estate.

Can a will be challenged?

Yes. New York law recognises several grounds for challenging a will, including that the person lacked capacity when it was signed, that someone exerted undue influence, that there was fraud or forgery, or that the execution itself was defective. Time matters: a contest generally has to be brought within a statutory window after the will is admitted to probate, which is a deadline that passes whether or not anyone knows about it. Whether contesting a will is realistic depends on the facts and the evidence, and it is expensive. I represent people on both sides — defending a will that is being challenged and bringing a challenge where the facts support one — and I will give you an honest read on which you are dealing with.

What is the difference between a will and a trust?

A will is a set of instructions that take effect after death. It says who gets what, and it names guardians for any minor children. It is a public document, and assets passing under it generally go through probate. A trust is different in kind: you transfer assets to a trustee who holds them for beneficiaries. Properly funded, those assets pass outside probate, the transfer is usually private, and — this is the part people most often overlook — you can set conditions and timing, so a beneficiary might receive income while they are young and the principal later. Many families use both. Which combination suits you depends on what you own, who your beneficiaries are, and how much privacy and control matter to you.

Should I have a will, a trust, or both?

Most families who come to me need both, but the right answer genuinely depends on the estate. If you have a home, retirement accounts, a life insurance policy and minor children, you almost certainly need a will at minimum. A revocable trust becomes worth considering once there are assets of meaningful size, a desire to avoid probate, real concerns about privacy, or beneficiaries who need age or timing controls. A good plan also covers the things a will cannot: who decides for you financially if you cannot, and who decides for you medically. Those are a power of attorney and a health care proxy.

How do I choose an executor?

Choose for two things at once: trust and capability. The executor has to keep track of every asset, deal with banks and the court, and often manage a property. Spouses and adult children are common choices, and a lawyer or accountant can be appointed where you want neutrality or do not want the burden on a family member. Two practical points people are often surprised by. First, an executor who is willing on paper but lives in another state or overseas adds cost and delay, because court process generally runs where the person serving. Second, whoever you pick should be someone who will still be willing and reachable in five years’ time. I can walk you through the tradeoffs for your specific family.

Last reviewed

General information about New York law, not advice about your situation, and nothing on this page creates an attorney–client relationship. New York probate requirements and court practice change. If a deadline is running, call the office rather than relying on anything published online.

More questions across all practice areas

Next step

Ask about probate before anything is filed.

The cheapest useful moment in a probate is before the petition is prepared. A short conversation usually establishes whether there is a will, which assets are involved, what is likely to be contested, and what the process will actually involve.

If a deadline has already passed, say so — the answer usually depends on it.