Probate, Estate & Trust Administration

We regularly navigate clients through the probate and estate administration process, including the representation of fiduciaries, (I.e., Executors and Trustees) and beneficiaries in all Surrogate Courts throughout New York, Connecticut and New Jersey.

In most cases, the probate process is not expensive or time consuming. We take the time to de-mystify the process for our clients, and we handle all aspects of the administration, including guidance as to distributions to beneficiaries, preparation of estate tax returns and estate and trust accountings. We also advise our clients regarding post-mortem planning (I.e., various methods to reduce estate taxes after death, even when the decedent had not made estate planning arrangements).

Our services in this area range from handling complex multi-million dollar estates, requiring the valuation and disposition of sophisticated business, real estate and qualified assets, to relatively small estates. We are proud of our reputation for concluding matters in an efficient and expedited manner.