By Albert Goodwin, Esq. — Attorney admitted to practice in New York. The Law Offices of Albert Goodwin focus on New York estate, probate, and inheritance matters in Surrogate’s Courts across New York City, Long Island, and Westchester.
Last updated: June 2024. This article is general information about how legal fees work in New York estate matters and is not legal advice for your specific situation.
If you are dealing with a will, an estate, a trust, or an inheritance dispute in New York, the cost of a lawyer depends heavily on what the matter actually involves. An uncontested probate where everyone agrees is very different from a contested will challenge or a fight over an executor’s accounting. Below we explain how estate lawyers in New York charge, what the courts and the bar rules require, and the separate court costs that apply to estate and administration proceedings under the Surrogate’s Court Procedure Act (SCPA).
In estate and probate work, attorneys generally bill in one of three ways, and many matters combine them:
New York protects clients with specific rules that any estate lawyer must follow:
Most contested estate matters in New York are billed hourly because the amount of work depends on how the other side behaves. Hourly rates vary based on the attorney’s experience, the firm, and the location — New York City rates are generally higher than upstate. In contested Surrogate’s Court litigation, time is typically tracked in tenths of an hour (six-minute increments) and may include:
The attorney usually asks for a retainer deposit held in trust and bills against it as work is performed. When the retainer is exhausted, a replenishment may be requested so the case can continue. You should receive itemized invoices; review them and ask about any entry that is unclear or appears excessive. For matters like will challenges, see our pages on the attorney for a will contest and the discovery and turnover proceeding.
When the work is predictable, attorneys often quote a flat fee. In New York estate practice this commonly applies to:
A flat fee quoted for an uncontested matter usually does not survive the matter becoming contested. If objections are filed against a probate petition, or a kinship dispute arises in an administration, the work shifts to litigation and is typically billed hourly under a revised engagement. Always confirm in writing exactly what a flat fee includes and what triggers additional charges.
Attorney fees are separate from the court’s own filing fees, which are set by statute and paid to the Surrogate’s Court. Under SCPA 2402, probate and administration filing fees are tiered by the size of the estate — for example, smaller estates pay modest fees while larger estates pay several hundred dollars to file. Additional fees apply for certified copies of letters testamentary or letters of administration, and for filing accountings and other proceedings. Because these statutory amounts change, confirm the current fee with the specific county Surrogate’s Court (for example, New York County, Kings County, Queens County, or Nassau and Suffolk on Long Island) or on the New York State Unified Court System website.
People often confuse the attorney’s fee with the executor’s or administrator’s commission. They are different. The fiduciary’s commission is set by statute under SCPA 2307, calculated on a sliding scale of the estate’s assets received and paid out — generally 5% on the first $100,000, 4% on the next $200,000, 3% on the next $700,000, 2.5% on the next $4,000,000, and 2% on amounts above $5,000,000. The lawyer’s fee for representing the estate is in addition to and separate from this commission. When the executor and the attorney are the same person, special rules and court scrutiny apply. We address these issues on our pages about accounting proceedings and breach of fiduciary duty.
Pure contingency arrangements are less common in Surrogate’s Court than in personal injury, but they appear in certain inheritance-recovery situations. Where contingency fees are used, New York requires a written contingency fee agreement, and certain statutory limits apply in related areas — for example, CPLR 474-a imposes a sliding-scale cap on attorney contingency fees in medical malpractice actions. Estate contingency or hybrid arrangements should always be documented in writing and explained clearly, including how expenses are advanced and reimbursed from any recovery.
The single biggest factor is whether the matter is contested. Other factors include:
You can meaningfully reduce what an estate matter costs by working efficiently with your attorney:
Because estate fees are often paid out of assets that belong to beneficiaries, New York gives interested parties meaningful oversight. Beneficiaries who believe an attorney’s fee charged to an estate is excessive can raise it in the accounting proceeding, and the Surrogate’s Court can fix a reasonable fee under SCPA 2110. Clients with a fee dispute may also use Part 137 fee arbitration. If you are concerned about fees being charged to an estate, our pages on accountings and beneficiaries’ rights to information explain your options.
Every estate, probate, and inheritance matter is different, and so is its cost. The best way to understand what your specific matter will involve — and how it should be billed — is to discuss it with an attorney who handles these cases in New York Surrogate’s Courts.
At the Law Offices of Albert Goodwin, we handle estate, probate, and inheritance disputes in New York City, Brooklyn, Queens, and the surrounding region. You can reach us at 212-233-1233 or by email at [email protected].