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Probate & Estate Administration Lawyer Trusted by New York Familes

Steven Guerra, Esq.

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Personalized Estate Plans, Administration & Litigation

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Free, No-Pressure Consultation

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Proven Results for Satisfied Clients (see below)

Probate & Estate Administration Lawyer Trusted by New York Familes

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A Few Clients We’ve Helped

Our Areas of Practice

Probate
Losing a loved one is difficult enough without the added stress of navigating the Court’s probate process. I help executors to move through this process efficiently so they can preserve estate assets and begin fulfilling their obligations and carry out the instructions provided in the Will as soon as possible. My goal is to make the process clear, organized and free of stress. 
Estate Administration

The New York Surrogate’s Court Procedure Act defines the word estate as “all of the property of a decedent, trust, internee or person for whom a guardian has been appointed.” Estate administration is the process of collecting and preserving or investing the assets of an estate and prioritizing and paying all claims of creditors and beneficiaries. This process is carried out by the authorized fiduciary of the estate, such as the executor, administrator, trustee, or guardian.

Trusts & Estates Litigation

Trusts and Estates litigation is generally the disputes and legal proceedings that arise in connection with an estate. This type of litigation typically occurs after someone has passed away. There are several causes of estate litigation. Some common examples include a contest of a Will or trust agreement, disputes over the appointment or removal of an executor, trustee, administrator or other fiduciary, an executor or trustee accounting, and proceedings to discover and recover property to or from an estate.

Estate Planning

Estate planning is the process of developing and implementing a plan that directs how and by whom your possessions will be managed and distributed after you pass away. It is generally prudent for everyone to do at least some form of estate planning, regardless of their wealth. An intelligently designed and properly executed estate plan will provide you with peace of mind and assurance that your wishes will be carried out without confusion.

Guardianship

The New York Mental Hygiene Law, Article 81, allows for the Court to appoint a guardian for an adult if the Court determines that an appointment is necessary to provide for the adult’s personal needs, such as food, clothing, shelter, health care or safety, and/or to manage their financial affairs, and the person in need of a guardian either agrees to the appointment or is incapacitated. The appointed guardian will be granted only those powers which are necessary while affording the person in need of a guardian the greatest amount of independence and self-determination in light of their understanding and appreciation of the nature and consequences of his or her functional limitations.

Frequently Asked Questions

What does it mean to probate a Will?
In New York, probating a Will means the Surrogate’s Court formally recognizes a deceased person’s will as valid and authorizes the executor to act.

Before the nominated executor is authorized to collect estate assets and carry out the instructions in the Will, the court must confirms that the document meets New York’s legal requirements including proper execution, testamentary capacity, and that it was not the result of undue influence.

Without probating the Will, the executor has no legal power to act on behalf of the estate.

What happens when a family member dies without a Will?
If a family member dies without a will in New York, they are said to have died intestate, and New York’s intestate succession laws (EPTL § 4-1.1) determine who inherits their property.

Someone who is eligible and qualified will need to seek to be appointed by the Surrogate’s Court as the administrator of the decedent’s estate. Once appointed, the administrator will be authorized to act on behalf of the estate and marshal estate assets.

What are the responsibilities of an executor?

Being an executor is a fiduciary role with significant legal responsibilities. Once the Surrogate’s Court issues Letters Testamentary, the executor is authorized—and required—to administer the estate according to the decedent’s will and New York law. The executor will be accountable for their actions and may be held personally liable if he or she mishandles estate assets or fails to address estate obligations.

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Brooklyn, New York

We serve clients throughout the state of New York and are available to travel to meet with clients as necessary.

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