When an individual passes away, it is generally the responsibility of their surviving loved ones to handle the matters of the estate. In Rockland County, the probate process exists to prove to the court that the will is a valid document and that the Executor is granted power to administer the estate. When the decedent passes, the person they have chosen to act as the executor must file the will for probate in the Rockland County Surrogate Court, if this is the county in which they resided. The Executor is required to provide the following documents to the Surrogate’s Court:

• The certificate of death
• The petition for probate
• Other supporting documents that include the Executor’s identification as well as a list of the decedent’s heirs

Once this is complete, the Surrogate’s Court will issue a citation to the heirs that notifies them of the Executor’s power to administer the will. After this occurs, the Executor will be able to complete their duties, some of which include:

• Collecting assets and determining value
• Paying all estate taxes and outstanding debts for the Decedent
• Distribute assets to beneficiaries
• Provide the court with a detailed account of the distribution

If you have questions about probate in New York, contact us today.

Matters related to bankruptcy and estate planning are very significant in one’s life and require the services of an experienced attorney. Our firm proudly serves clients throughout Rockland County and New York State. If you need effective legal guidance, contact Koplen Law today to schedule a consultation.