Estate Administration & Probate

Family TreeWhen someone dies and they own assets in their own name, an estate is created. If that person had a Will, an executor will be responsible for handling all tasks associated with the estate. Generally, a court proceeding will be needed to officially appoint the executor. If someone dies without a Will, the court will appoint a family member to act as administrator and New York State law will dictate how that person’s estate will be distributed.
 
It is not always easy to be named as an executor of a person’s Will or to serve as the administrator of a loved one’s estate. Kelly Odorisi has handled estates in numerous counties within New York State for the past 16 years and will help you navigate through this difficult and sometimes emotional time, and guide you through the entire administration or probate process.
 
Here is a list of some of the tasks that you will need to handle as executor or administrator:

  • Preparation of all court documents
  • Personal and fiduciary income tax returns
  • Estate tax returns
  • Distribution planning
  • Asset preservation
  • Payment of debts and obligations

 
We recommend that you review and download our estate administration forms that briefly explain your duties as executor or administrator and provide you with a checklist of items and information that are needed to start the process. Please contact us to set up an initial meeting where we will provide you with a detailed road map of the entire process.

 

Estate Litigation

There are times when individuals will not be happy with the choices that a deceased person made in his or her estate planning documents. Under those  circumstances, a Will contest may follow. You may be a beneficiary or family member who is upset about the terms of another person’s Will or you may be the executor or administrator who has to defend a Will contest. We can advise you as to the steps you may need to take on either side of the contest and assist you in negotiating your way through the process or to prevent full-blown litigation.