Your Legal Toolbox: What Does an Executor Do? A Guide for New York Probate and Estate Administration
You’ve been named the executor of a Will. Now what?
Serving as the executor of an estate in New York is a serious responsibility, one that involves navigating the complex probate process and managing the decedent’s affairs with care and diligence. At the Law Offices of James Yastion, PLLC, we guide clients in Ulster County, Orange County, and Dutchess County through every step of estate administration with clarity and confidence.
As a trusted Hudson Valley probate attorney, I’m here to explain what executors need to know.
What Is Probate in New York?
Probate is the legal process through which a Last Will and Testament is validated by the Surrogate’s Court. The court ensures that the Will is legally valid and authorizes the appointed executor of the estate to act on behalf of the decedent.
If you are searching for a probate lawyer in New York, understanding this process is the first step in ensuring that an estate is handled properly and efficiently.
The Executor’s Role in Estate Administration
The executor’s duties in New York involve a range of responsibilities, including:
Filing the Will with the Surrogate’s Court
Submit the original Will and a petition for probate in the county where the deceased person lived.
Notify all heirs, beneficiaries, and interested parties as required under New York probate law.
Identifying and Securing Assets
Locate and take control of all assets owned by the decedent.
These may include real estate, bank accounts, investments, vehicles, and personal property.
Paying Debts, Taxes, and Expenses
Determine all outstanding debts and obligations, including New York estate taxes and final income taxes.
Settle valid claims using estate funds before distributing any assets to beneficiaries.
Distributing Estate Assets
Follow the instructions in the Will to distribute the remaining assets to the named beneficiaries.
Ensure all distributions are legal and equitable under New York estate laws.
Providing a Final Accounting
Prepare a comprehensive report detailing the assets, expenses, and distributions made.
Submit this report to the court and beneficiaries for approval.
Why You Need an Experienced New York Probate Attorney
Being named as an executor is more than an administrative role—it is a fiduciary duty with legal consequences. Mistakes in handling estate matters can lead to delays, disputes, or even personal liability.
That’s why many executors turn to a qualified probate lawyer in the Hudson Valley for professional assistance.
At the Law Offices of James Yastion, PLLC, we help executors understand their obligations and manage every step of the probate and estate administration process. Whether you’re handling a small estate or a complex one, we’re here to provide trusted legal guidance.
Need Help with Probate in Ulster, Orange, or Dutchess County?
If you’re searching for a probate attorney near you or need guidance with estate administration in New York, contact the Law Offices of James Yastion, PLLC today. Your legal toolbox begins here—with personalized, experienced counsel you can rely on.