NY & NC Estate Administration & Probate Attorney
Helping Clients With Estate Administration & Probate Matters in New York and North Carolina
Many issues and challenges can arise after a family member passes away. In addition to dealing with their legal and financial obligations, families must manage their grief and sadness over a loss of a loved one.
Clients frequently express concern that probate will be time-consuming and costly or that those in charge will not act in the best interests of the estate. However, if probate is handled properly, it can be effective, and the costs can be minimized.
Call 914-228-7448 or contact us online to schedule your consultation with our estate administration & probate lawyers in North Carolina & New York today!
What Is Probate?
In New York, when there is a last will and testament, all estates must go through the legal process known as "probate," which includes a court ruling on the will's legality. In the absence of a will, the process is known as "administration." Generally speaking, "probate" refers to the legal process of appointing a representative to manage a decedent's estate in accordance with their wishes. Transferring assets from the estate of a deceased person into the name of the living is the primary goal of probate. The assets of an estate will be put on hold while a judge decides whether the Will, assuming one was left behind, is valid. The estate of the deceased is administered following the will's probate. The probate court uses this procedure to make sure that any remaining assets go to the beneficiaries of the deceased while also making sure that the estate's creditors are paid through estate settlement.
Legal Guidance for New York Executors and Administrators
The administration process can be tedious due to numerous statutes and regulations. There are many duties that an Executor or Administrator must carry out, including filing all necessary paperwork in the correct order and by specific deadlines. If you have been appointed as an Executor or Administrator, an attorney who specializes in estate administration can be retained to provide guidance. It is generally advisable to hire an attorney for larger estates, however, smaller estates can also benefit from an administration attorney who has the experience required to address issues that may arise during the administration process, such as valuing assets and handling the necessary court filings.
Parisi, Coan & Saccocio, PLLC, provides full-service handling of probate and estate administration to clients residing in New York and North Carolina, and out-of-state appointed representatives of NY and NC estates valued at $250k and up. Our estate administration services for a variety of matters including:
- Preparation of Petition for Probate
- Appointment of Executor
- Preparation of Petition for Letters of Administration
- Appointment of Administrator
- Preparation of Petition to Settle the Account of an Executor or Trustee
- Preparation of Petitions by An Executor to Settle Personal Injury and/or
- Wrongful Death Actions on Behalf of An Estate.
- Estate Tax Return Preparation
- Legal Advice about Estate and Gift Tax Audits
Contact Our Estate Administration & Probate Lawyer in NY & NC Today
Parisi, Coan, and Saccocio, PLLC have over 100 years of combined experience in estate planning, administration of client’s wishes after passing and representing litigants in cases of disputed estate matters. If you have been appointed as the Executor or the Administrator of an estate, please contact us for a free consultation at (914) 228-7448.
Contact Parisi, Coan, and Saccocio, PLLC, today to get started with our NY & NC estate administration & probate attorney.
Our Results
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Client Won Custody Dying Without A Will
As many of you may know legendary singer/songwriter Aretha Franklin died in 2018 without leaving a will. Other wealthy celebrities such as Prince have done the same. This can lead to many types of unwanted consequences. As an example, the T&E department at PCS is currently ... -
Son Must Repay Mother’s Estate Estate Case
A local man and his then-wife used undue influence on his elderly mother to clean out the woman’s bank accounts before she passed away, a Schenectady County Surrogate’s Court ruled this week. The verdict, in a case brought by the woman’s two other sons, means the man and his ... -
Brothers Inheritance Restored Estate Dispute
After much litigation including more than a dozen depositions, obtaining numerous medical records and various other relevant documents, expert medical testimony, and the beginnings of trial preparation, an estate dispute was settled on behalf of our client for $700,000. Our ... -
Daughter Settles Dispute Favorably Estate Matter
On the day of trial our client successfully resolved an estate matter whereby she received 60% of available funds of the estate. Interestingly, the case involved an admission by both brother and sister that their father had upwards of $200,000 in cash at the time of death (a ... -
Surviving Spouse Inheritance Returned Large Assets Diverted to Wrong Beneficiary
We are proud to have earned a seven-figure ruling in favor of a surviving spouse. In this particular case, two large assets were diverted through a complex trust and funding formula to the wrong beneficiary. Parisi, Coan & Saccocio, PLLC, successfully argued that the ...
Client Stories
Our Success in Their Own Words
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Mr. Parisi represented me in a very complicated New York trusts and estates litigation matter. The issues involved numerous problems with the actions of certain trustees, as well as with the accountings they presented of the various trusts and estate of my late husband. After extensive work by Mr. Parisi and his firm, including an appeal to the Appellate Department, we obtained a Decision in my favor in excess of $1,000,000. The remaining issues were then also settled in a very favorable manner. I was very happy with all of Mr. Parisi’s work, time, and advice and I would absolutely hire him again!- K.R.
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Gerard was very helpful to me. I had a difficult litigation matter. He was very attentive to details and responsive to all my questions, which were many.- L.I.
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Mr. Parisi represented me in an Article 81 Guardianship proceeding so that I could help my daughter with her general and business matters. I was very happy with the legal services and advice that were provided by him and his office. I highly recommend him!- B.
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I would like to say thank you for the amazing work you did for me. I knew very little about the situation I had been put in. You not only informed me about every step, but also went above and beyond to analyze the case and assist me … You were always available whether it be a weekday or weekend, which helped a great deal due to my busy schedule. I couldn’t have asked for anyone better to assist me given my situation! Thank you again for all the help!- N.D.
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Gerard handled my father’s estate. He was always very informative and helpful, and his fees were very reasonable.- P.F.
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I was the trustee of my mother’s Trust in NY worth over $500,000. When my mother got sick and moved to North Carolina my siblings there had her sign a new Trust. Gerard fought to keep the original trust in place and I remained as her trustee. Gerard also prepared the accounting of all of my actions taken as Trustee and represented me when some of my siblings objected to my handling of the trust. Gerard protected me against the ridiculous accusations my siblings made against me, and I received my inheritance under the trust, as well as my Trustee Commissions. Thank you, Gerard, for representing me.- K.B.
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Gerard helped make a very hard situation a little easier for me. My mother passed away unexpectedly without a will. Her second husband was in significant debt and was raising several issues about my mother’s estate. My mom also owned a business that he ran so the issues were all very complex. Gerard first helped get me appointed as the Administrator of my mom’s estate rather than her second husband. He then handled all of the issues between the estate, the creditors, and the second husband and we had great results throughout. I would strongly recommend using Gerard knowing that others can have the same experience I did working with Gerard during such a hard time!- A.M.
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Parisi Coan & Saccocio have handled many estate planning needs for myself and my clients over the course of the last 5 years. I would highly recommend them to anyone looking for estate planning or real estate planning needs.
- Arthur F.
What Sets Us Apart?
Over 65 Years of Experience
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We are very selective about the cases we take on to provide you with the highest quality representation.
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Unique knowledge for accountings, tax laws, asset valuations and complex estates.
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Over 65-years collective experience in estate and trust planning, administration, litigation, and guardianship.