Reviewed by Albert Goodwin, Esq., a New York estate litigation and probate attorney admitted to the New York State Bar and to the U.S. District Courts for the Southern and Eastern Districts of New York. Last updated: June 2024.
Probate is the court-supervised process of validating a deceased person's will, appointing someone to manage the estate, paying valid debts and taxes, and distributing what remains to the rightful beneficiaries. In New York City, probate is handled by the Surrogate's Court of the county where the decedent was domiciled at death, and it is governed primarily by the Surrogate's Court Procedure Act (SCPA) and the Estates, Powers and Trusts Law (EPTL).
One common misconception worth correcting at the outset: not every estate must go through full probate. Assets that pass by beneficiary designation (life insurance, retirement accounts, payable-on-death bank accounts), property held in joint tenancy with right of survivorship, and assets titled in a living trust generally pass outside probate. New York also offers a simplified small estate (voluntary administration) procedure under SCPA Article 13 for estates with limited personal property. This page explains when full probate applies, how the process works in the five boroughs, and what it costs.
This is our overview pillar on NYC probate. For deeper treatment of specific issues, follow the links to our focused pages throughout.
Venue is based on the county of the decedent's domicile at death (SCPA 205). Each of the five boroughs has its own Surrogate's Court:
If the decedent lived outside New York but owned real property in a borough, ancillary proceedings may be filed where the property is located. Most NYC Surrogate's Courts now require electronic filing through NYSCEF for many proceedings.
If the decedent left a valid will, you file a petition for probate under SCPA Article 14, and the court issues Letters Testamentary to the named executor. See our detailed guide for attorneys for Letters Testamentary.
If there is no will, you file a petition for administration under SCPA Article 10, and the court issues Letters of Administration. The right to serve and to inherit follows the priority and intestacy distribution rules of EPTL 4-1.1 — for example, a surviving spouse takes the first $50,000 plus half of the residue when there are children, with the children sharing the balance. Learn more on our pages about estate administration and attorneys for Letters of Administration.
For a stage-by-stage view with realistic durations, see a sample NYC probate timeline.
A straightforward, uncontested estate where all distributees sign waivers can often have letters issued within a few months of filing, though the full administration (paying debts, resolving taxes, distributing, and accounting) commonly takes 9 to 18 months. Estates requiring service by citation, hard-to-locate heirs, real property sales, or estate tax clearance take longer. Contested matters can run two years or more. NYC's high-volume courts — particularly Kings and Queens — may experience longer scheduling delays than smaller upstate counties.
The Surrogate's Court filing fee for a probate or administration petition is set by SCPA 2402 on a sliding scale tied to the value of the estate, ranging from a nominal amount for very small estates up to $1,250 for estates of $500,000 or more. Additional costs may include certified copies of letters, citation service, appraisals, accounting fees, and recording fees for real property transfers.
Attorney's fees are separate. Unlike some states, New York does not set a fixed statutory percentage for attorney's fees; fees must be reasonable and, in many cases, are subject to review by the Surrogate's Court. Fiduciary commissions for executors and administrators, by contrast, are set by statute (SCPA 2307), generally ranging from 2% to 5% of estate assets depending on the amount received and paid out.
You may be able to avoid full probate when:
Planning ahead can reduce or eliminate the need for probate altogether. See our guide on how to avoid probate in New York.
A matter becomes contested when interested parties disagree about the will, the fiduciary, the heirs, or the assets. Below are short summaries with links to our in-depth pages.
An excluded or disadvantaged party may object to probate on grounds of lack of testamentary capacity, undue influence, improper execution (EPTL 3-2.1), fraud, or forgery. These objections are litigated in Surrogate's Court, frequently after SCPA 1404 pre-objection examinations. Read more about how to contest a will.
When estate property is being held or concealed by a third party, an SCPA 2103 discovery and turnover proceeding can compel its return. See our page on discovery and turnover proceedings.
Competing petitions — common among a surviving spouse and children, children of different marriages, or multiple siblings — can delay administration. Where a fiduciary has already been appointed and is acting improperly, beneficiaries may seek removal of the administrator under SCPA 711.
When heirs are unknown or disputed, the court holds a kinship hearing, often supported by a genealogist's affidavit and family-tree research. The Surrogate's Court then issues a decree declaring the lawful distributees.
Fiduciaries owe beneficiaries a duty of loyalty and care. Self-dealing, improper expenses, below-market sales to insiders, or misappropriation can support a claim for breach of fiduciary duty and a compelled accounting.
An uncontested estate with cooperative heirs typically takes about 9 to 18 months from filing to final distribution, though letters can sometimes be issued within a few months. Contested matters can take two years or more, and high-volume courts in Kings and Queens Counties may add scheduling delays.
The Surrogate's Court filing fee is set by SCPA 2402 on a sliding scale based on estate value, up to $1,250 for estates of $500,000 or more. Additional costs include certified copies, citation service, appraisals, and attorney's fees, which are separate and must be reasonable.
The law does not require an attorney for every probate, and small estates under SCPA Article 13 are often handled without one. However, when service by citation is required, real property is involved, an estate tax return is due, or any dispute arises, most fiduciaries retain counsel to avoid costly errors and personal liability.
The estate is administered under SCPA Article 10, and assets pass under New York's intestacy statute, EPTL 4-1.1. The court issues Letters of Administration to a qualified distributee, following the statutory order of priority (generally the surviving spouse, then children, then more distant relatives).
Only assets titled in the decedent's sole name without a beneficiary designation pass through probate. Jointly held property, accounts with named beneficiaries, and trust assets pass outside probate.
You file in the Surrogate's Court of the county where the decedent was domiciled at death — Manhattan (New York County), Brooklyn (Kings), Queens, the Bronx, or Staten Island (Richmond).
At the Law Offices of Albert Goodwin, we handle uncontested probate and administration as well as contested estate litigation across all five boroughs. Our office is located in Midtown Manhattan. To discuss your situation, call 212-233-1233 or email [email protected].
This page is provided for general informational purposes and is not legal advice. Statutory thresholds, fees, and tax exclusion amounts change over time; confirm current figures with the Surrogate's Court or qualified counsel before acting.