Highly Recommended & Rated Putnam Valley Probate & Administration Attorney

(845) 225-0111
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30+ Years of Experience
130+ Five-Star Reviews
2,000+ Probates, Wills & Documents

Highly Recommended Putnam Valley Probate & Administration Attorney | 30+ Years Experience

As a premier Putnam Valley Probate & Wills attorney with 30+ years of experience & 2,000+ successful Probates, Wills & Private Client Documents, Cory A. Levine, Esq. provides the local expertise & efficiency needed for probates and wills in Putnam Valley, located in the  heart of Putnam County.  Cory A. Levine, P.C. is one of Carmel's  highest-rated and most recommended Probate & Wills law firms providing the dedicated representation Putnam Valley requires.

FAQs about Probate & Administration in Putnam Valley

What is Probate in Putnam Valley?
Answer: Probate applies when there is a Will. During Probate, final debts are settled, and legal title to property is formally passed from the decedent to his/her heirs. Usually, the first step is taken by the person named as Executor, or other interested person who has the original Will. When there is no Will, the process is called Administration.
What is ADMINISTRATION in Putnam Valley?
Answer: Administration is the Court Procedure that is required when there is no Will. During Administration, final debts are settled, and legal title to property is formally passed from the decedent to his/her heirs. 
What are the Basic Steps of Probate in Putnam Valley?
Answer: The probate process is the court-supervised method of proving a Will is valid and ensuring an estate is settled correctly. In Putnam Valley, New York, this typically involves several key legal steps:
  1. Filing the Petition & Notifying Heirs-  If the deceased died as a resident of Putnam Valley, the process begins by filing the original Will and a probate petition with the Putnam County Surrogate's Court, located nearby in Carmel, New York. All legal heirs and beneficiaries must be formally notified.
  2. Collection, Inventory, and Appraisal of Assets- Once the court appoints the Executor, they must identify and "marshal" all probate assets. This includes conducting an inventory and determining the estate's total value. Collection, inventory and appraisal of all assets that are subject to probate;
  3. Payment of Taxes, Debts, and Creditors- The estate is responsible for settling any outstanding valid debts and expenses. The Executor must also ensure that all final state and federal tax returns are filed and any taxes owed are paid from the estate's funds.
  4. Formal Transfer of Estate Property According to the Will- After all debts are settled and the mandatory creditor period has passed, the Executor carries out the formal transfer of property. This ensures that the assets are legally moved from the name of the deceased to the beneficiaries as specifically directed by the Will.
What are the Basic Steps of ADMINISTRATION in Putnam Valley?
Answer: An administration proceeding is the court-supervised process used when someone passes away without a Will. In Putnam Valley, New York, this typically involves several key legal steps to ensure the estate is settled correctly according to state law:
  1. Filing the Petition & Notifying Heirs: If the deceased died a resident of Putnam Valley, the process begins by filing an administration petition with the Putnam County Surrogate's Court, located nearby in Carmel, New York. All legal heirs and beneficiaries must be formally notified since there is no Will and  New York law determines who has the right to serve as the Administrator. All legal heirs (distributees) must be formally notified.
  2. Collection, Inventory, and Appraisal of Assets: Once the court appoints the Administrator, they must identify and "marshal" all estate assets. This includes conducting a thorough inventory and determining the estate's total value. This step covers the collection, inventory, and appraisal of all assets that are subject to the administration proceeding.
  3. Payment of Taxes, Debts, and Creditors: The estate is responsible for settling any outstanding valid debts and expenses. The Administrator must also ensure that all final state and federal tax returns are filed and any taxes owed are paid from the estate's funds before any money is distributed to heirs.
  4. Formal Transfer of Estate Property According to New York Law: After all debts are settled and the mandatory creditor period has passed, the Administrator carries out the formal transfer of property. Since there is no Will, the assets are legally moved from the name of the deceased to the heirs-at-law as specifically directed by New York’s laws of intestacy.
HOW long does probate /administration take in PUTNAM county?
Answer: On average, most straightforward estates in Putnam County take between 7 and 15 months to fully settle. While every case is unique, the timeline is largely dictated by state law and the specific workload of the local Surrogate’s Court
Key Phases of the Timeline:
  1. Appointment of Fiduciary (~2–3 Months): After we file the initial petition with the Putnam County Surrogate’s Court, it typically takes several months for the court to issue "Letters Testamentary" (if there is a Will) or "Letters of Administration" (if there is no Will). This officially gives the Executor or Administrator the legal authority to act.
  2. The Creditor Period (Minimum 7 Months): By law, creditors in New York have seven months from the date the representative is appointed to file claims against the estate. Because an Executor or Administrator can be held personally liable for unpaid valid debts, we generally advise waiting until this seven-month window has passed before making final distributions to beneficiaries.
  3. Accounting & Distribution (2–5 Months): Once the creditor period ends and all assets are gathered, there is a final accounting where the assets are distributed and waivers are collected 
Factors That Can Cause Delays:
  • Estate Complexity: Estates involving real estate sales, business interests, or complex tax filings can take longer.
  • Family Disputes: If a Will is contested or if heirs cannot be easily located, the process can take longer.
What is the Putnam County Surrogate's Court location, phone # & hours?
Answer:  
  • Address- 44 Gleneida Avenue, Carmel Hamlet, NY 10512.
  • Phone Number- 845-208-7860
  • Website- https://ww2.nycourts.gov/COURTS/9jd/Putnam/putnamsurrogate.shtml
The office generally operates on weekdays, from 9:00 AM to 5:00 PM, excluding holidays.
What are the filing fees for a Probate or Administration Petition in Putnam County?
Answer: The Putnam County Surrogate's Court filing fees are based on the gross value of the estate passing by Will (or by intestacy if there is no will). The Petition filing fees are as follows (based on the Gross Estate Value):
  • Less than $10,000- $45.00
  • $10,000 but under $20,000-$75.00
  • $20,000 but under $50,000-$215.00
  • $50,000 but under $100,000-$280.00
  • $100,000 but under $250,000-$420.00
  • $250,000 but under $500,000-$625.00
  • $500,000 and over- $1,250.00
Note: These fees are for filing the initial petition. Additional fees may apply for certified documents, filing objections, or other proceedings.
When do I have to file a proceeding in Putnam County?
Answer: If the primary residence of the decedent was in Putnam County, you would have to file a Probate or Administration Proceeding at the Putnam County Surrogate's Court. 

However If the primary residence of the decedent was not in Putnam County, but had assets in Putnam County you would have to file an Ancillary Probate or Administration Proceeding. 

​This would include Carmel, Mahopac, Kent, Patterson, Philipstown, Cold Spring, Garrison, Putnam Valley, Southeast and Brewster.

​Decades of Proven Legal Experience

Principal-Led Excellence in Probate & Administration Law in Putnam Valley
With over 30 years of dedicated practice, Cory Levine provides the sophisticated legal counsel that only decades of hands-on experience in Putnam Valley​ can produce. Our firm is a boutique practice by design, ensuring that every client receives principal-led guidance rather than being passed to a junior associate.  We have successfully navigates 2,000+ probate, wills & private client matters and our focus remains on the quality and precision of every transaction. We combine the deep technical knowledge of a high-experience firm with the personalized, responsive service of a private attorney.
Verlane B.- Lincolndale, NY⭐⭐⭐⭐⭐
Going through a loss of a spouse where they are so many things to be taking care of ........ With his professionalism and his empathy, [he] was able to help me navigate through that difficult time.  He took care of everything in a timely manner. I was able to reach out to him whenever I had a question. 

I am recommending his service to anyone who is looking for a great Attorney.  Mr. Cory Levine will certainly take care of you. I am a client who received great service from Mr Levine.
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Why Our Experience Matters For You:
  • 30+ Years of Specialization: Strong local knowledge of the legal requirements of the Surrogate's Court of Putnam County for Putnam Valley residents
  • Strong Transactional Expertise: A proven track record in 2,000+ probate, wills & private client matters, including probate proceedings, administration proceedings, ancillary probate & administration proceedings, wills, health care papers and powers of attorneys.  
  • Client-Recognized Excellence: 120+ 5-Star reviews from clients who value our unique blend of responsiveness and senior-level expertise.
  • Local Offices- We have offices near Putnam Valley in Putnam County.

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