Westchester County Estate Planning & Probate Guide
Comprehensive legal information covering wills, trusts, probate, Surrogate's Court practice, and New York estate tax. Written for Westchester families.
Estate Planning Guide Probate GuideNew York Estate Tax: What Westchester Families Must Know
New York imposes its own estate tax with a 2026 exemption of $7,350,000, and a dangerous "cliff" that can eliminate the entire exemption for estates just slightly above the threshold.
Westchester Estate Law: Complete Coverage
Seven comprehensive guides covering every aspect of New York estate and probate law.
Estate Planning
Wills, trusts, powers of attorney, health care proxies, and strategies for protecting your family under New York law.
Explore Guide →Estate Tax & Financial Planning
New York estate tax rates, the cliff, portability, lifetime gifting strategies, and credit shelter trust planning.
Explore Guide →Probate & Estate Administration
Step-by-step probate in Westchester County, executor duties, letters testamentary, and closing an estate.
Explore Guide →Guardianship
Article 17 and 17-A guardianships in Surrogate's Court, Article 81 proceedings, and alternatives to guardianship.
Explore Guide →Trust Administration & Disputes
Trustee duties, accountings, breach of fiduciary duty, trust modification, and trust decanting under New York law.
Explore Guide →Surrogate's Court
Filing procedures, e-filing via NYSCEF, the Westchester calendar, fees, and local practice before Surrogate Sall.
Explore Guide →Resources & Education
Glossary of New York estate terms, intestacy chart, executor checklist, FAQs, and recent law changes.
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