Can I do my probate?

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Can I Handle Probate on My Own in New York?

Probate is the legal process through which a deceased person’s assets are distributed and their final affairs are settled. As in many other states, probate can be complex and intricate in New York. Many individuals wonder if they can handle probate on their own without the assistance of an attorney. This comprehensive guide will delve into the nuances of probate in New York and help you determine whether a DIY approach is advisable.

The Probate Process in New York

The probate process involves several steps, including:

  1. Filing the will with the Surrogate’s Court
  2. Notifying beneficiaries and heirs
  3. Appointing an executor or administrator
  4. Identifying and valuing assets
  5. Paying debts and taxes
  6. Distributing assets to beneficiaries

Throughout these steps, strict legal requirements must be followed. Any errors or omissions can lead to delays, disputes, or even legal penalties. Here are some factors to consider when deciding whether to handle probate on your own:

Complexity of the Estate

The complexity of the estate plays a significant role in determining whether you should handle probate without an attorney. If the estate is straightforward, with few assets, no disputes among beneficiaries, and no outstanding debts, a DIY approach may be more feasible.

However, if the estate is substantial, contains diverse assets, involves business interests, or if there are potential disputes among heirs, seeking legal guidance is highly recommended. Complex estates often require experienced legal assistance to navigate successfully.

Legal Expertise

Probate involves a deep understanding of state laws, court procedures, and legal documentation. While you can access resources and forms from the Surrogate’s Court or online, interpreting and applying the law correctly can be challenging without legal expertise.

Attorneys are well-versed in New York’s probate laws and can ensure that all legal requirements are met. They can also help you avoid common pitfalls and mistakes that might arise during the process.

Time and Efficiency

The probate process can be time-consuming. Handling it on your own may require a significant investment of time and effort, especially if you’re not familiar with the procedures involved. On the other hand, an attorney can streamline the process, ensuring that it progresses efficiently.

If time is a concern, or if you’d like to expedite the probate process, enlisting the help of an attorney is advisable.

Beneficiary Relations

Disputes among beneficiaries or heirs can complicate probate. If there are disagreements or conflicts regarding the distribution of assets, an attorney can serve as a mediator and provide legal solutions to resolve disputes.

Legal Costs

While hiring an attorney involves costs, these expenses can often be offset by the potential savings, especially in complex estates. Attorneys can help you minimize tax liabilities, avoid legal pitfalls, and ensure that assets are distributed correctly, potentially preserving the value of the estate.


While it’s possible to handle probate on your own in New York, it’s crucial to assess the complexity of the estate, your legal knowledge, and the potential benefits of seeking professional legal guidance. In many cases, enlisting the services of an experienced probate attorney can simplify the process, reduce the risk of errors, and provide peace of mind during a challenging time.

If you’re unsure about whether to handle probate independently or with an attorney, consulting with a legal professional is a prudent first step. At Morgan Legal Group, we specialize in probate matters in New York and are here to assist you in making informed decisions regarding probate administration.

DISCLAIMER: The information provided in this blog is for informational purposes only and should not be considered legal advice. The content of this blog may not reflect the most current legal developments. No attorney-client relationship is formed by reading this blog or contacting Morgan Legal Group PLLP.

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