Practice Area
Probate & Administration of Estates & Trusts
Expert guidance through the probate process and the administration of estates and trusts in New York.
Guiding Families Through the Administration Process
The death of a loved one is one of life's most difficult experiences. In the midst of grief, families are often required to navigate the complex legal process of administering an estate — gathering assets, paying debts, filing tax returns, and distributing property to beneficiaries. This process can be overwhelming without experienced legal guidance.
At Bouklas & Associates PLLC, our attorneys guide executors, administrators, and trustees through every step of the estate and trust administration process. We handle the legal complexities so that families can focus on what matters most.
Whether the estate is subject to probate in the New York Surrogate's Court or passes entirely through a trust, we provide efficient, thorough administration services that protect our clients from personal liability and ensure that the decedent's wishes are honored.
Our Probate & Administration Services
Probate Proceedings
When a person dies with a will, the will must be admitted to probate in the Surrogate's Court of the county where the decedent resided. We guide executors through the probate process, from filing the petition to obtaining letters testamentary and closing the estate.
Administration of Intestate Estates
When a person dies without a will, their estate is distributed according to New York's intestacy laws. We assist administrators in obtaining letters of administration and distributing the estate in accordance with the law.
Trust Administration
Trustees have significant legal obligations to beneficiaries, including duties of loyalty, prudence, and impartiality. We advise trustees on their fiduciary duties and assist with all aspects of trust administration, from investment decisions to accountings and distributions.
Estate Tax Returns
Larger estates may be subject to federal and New York State estate taxes. We prepare estate tax returns and work to minimize the estate's tax liability through available deductions, elections, and planning strategies.
Will Contests & Fiduciary Litigation
When the validity of a will is challenged, or when a fiduciary has breached their duties, litigation may be necessary. We represent executors, administrators, trustees, and beneficiaries in contested proceedings in the Surrogate's Court.
Ancillary Probate
When a New York decedent owned real property in another state, ancillary probate proceedings may be required in that state. We coordinate with local counsel to handle ancillary proceedings efficiently and cost-effectively.
Why Choose Bouklas & Associates
- Experienced in New York Surrogate's Court proceedings throughout the five boroughs and Long Island
- Efficient administration that minimizes delays and protects fiduciaries from personal liability
- Coordination of estate tax returns and post-mortem tax planning
- Representation in contested proceedings and fiduciary litigation
- Compassionate counsel that respects the emotional weight of the process
Schedule a Consultation
Navigating probate or estate administration? Contact our office to schedule a confidential consultation with one of our probate attorneys.