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Highly Recommended & Rated Westchester County Probate & Administration Attorney

(914) 276-0222
​[email protected]

30+ Years of Experience

130+ Five-Star Reviews

2,000+ Probates & Wills​

About Cory A. Levine, PC

Cory A. Levine, Esq. is one of Westchester County’s most highest rated & recommended probate & administration attorneys. With over 30 years of experience Cory Levine, PC has guided thousands of families through the complexities of probate law in Westchester County.  With a responsive fully staffed office, Cory Levine, PC protects your interests with the attention your personal matters deserve. Serving all of Westchester County, including Somers, Katonah, Armonk, North Salem, South Salem, Yorktown, Chappaqua, Bedford and Pound Ridge.​

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FAQs about Probate & Administration in Westchester County

What is Probate in Westchester County?

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 Westchester County?

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 Westchester County?

Answer: The probate process is the court-supervised method of proving a Will is valid and ensuring an estate is settled correctly. In Westchester County, New York, this typically involves several key legal steps:

1. Filing the Petition & Notifying Heirs- The process begins by filing the original Will and a probate petition in the Westchester County Surrogate's Court in White Plains, 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 Westchester County?

Answer: An administration proceeding is the court-supervised process used when someone passes away without a Will. In Westchester County, 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: The process begins by filing an administration petition with the Westchester County Surrogate's Court's office in White Plains, New York. Since there is no Will, 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 take in Westchester county?

Answer: On average, most straightforward estates in Westchester 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 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 Westchester County Surrogate's Court location, phone # & general hours?

Answer:  

• Address- 111 Dr. Martin Luther King Jr. Blvd, 19th floor, White Plains, NY 10601
• Phone Number- 914-824-5656
• Website- https://ww2.nycourts.gov/COURTS/9jd/westchester/westchestersurrogate.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 Westchester County?

Answer: The Westchester 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 Westchester County?

Answer: If the primary residence of the decedent was in Westchester County, you would have to file a Probate or Administration Proceeding at the Westchester County Surrogate's Court. 

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

​This would include Somers, Katonah, Mt. Kisco, North Salem, South Salem, Pound Ridge, Yorktown, Lewisboro, Pleasantville, Peekskill, Ardsley, Bedford, Briarcliff, Bronxville, Cortlandt, Croton, Dobbs Ferry, Eastchester, Elmsford, Greenburgh, Harrison, Hastings, Irvington, Larchmont, Mamaroneck, Mount Vernon, New Rochelle, Ossining, Pelham, Rye, Scarsdale, Tarrytown, White Plains & Yonkers.

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Decades of Proven Legal Experience

Probate & Administration Law Excellence in Westchester County
With over 30 years of dedicated practice, Cory Levine provides the sophisticated legal counsel that only decades of hands-on experience in Westchester County 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 navigated 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.

Richard S.- North Salem, NY⭐⭐⭐⭐⭐
​We have worked with Cory four times. He handled three home closings over the years as well as our wills and estate planning documents. Working with him is always fantastic. He and his staff are so helpful and responsive. We recommend him to anyone seeking a great attorney!

Why Our Experience Matters For You:

• 30+ Years of Specialization: Strong local knowledge of the legal requirements of the Surrogate's Court of Westchester County
• 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: 130+ 5-Star reviews from clients who value our unique blend of responsiveness and senior-level expertise.
• Local Offices- We have offices in Westchester County.