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of a loved one: The probate or administration processes
are formal judicial proceedings which
An original or certified copy of a death take place in the decedent’s county’s
certificate (look for a raised seal) Surrogate Court. If you are the nominated
1. The original will (if any) executor, or a person eligible to serve as
2. A funeral bill marked “Paid” administrator, you should consult with your
3. A basic family tree with contact attorney and provide the information and
information for close relatives documents listed above. Your attorney
will prepare the petition for probate or
A list of assets including: administration. Filing fees are paid on a
sliding scale depending on the size of the
1. Real Estate estate.
2. Bank and Brokerage Accounts
3. Vehicles Under New York State law, certain people
4. Retirement Accounts are entitled to notice of the probate or
5. Annuities administration of the estate - namely
6. Insurance Policies the beneficiaries, fiduciaries, and “heirs
7. Valuable Collections at law” of the decedent. The probate or
administration process will be substantially
The above documents and information simplified if these individuals consent
will assist your attorney in drafting the to the relief requested in the probate or
probate or administration petition for administration petition, and waive the
your loved one’s estate. It is important to issuance of formal process. This will be
note that the IRS form 706 - the estate tax the case where there are no objections to
return - must be filed within nine months the appointment of the name fiduciary or
of the death of the decedent (or within applicant, and there are no objections to
the six months extension window if one is the disposition of assets provided for in
timely applied for). the will. If the persons entitled to notice
do not consent to the relief requested in
the petition and waive the issuance of
Butler-Hughes Funeral Home, Inc. - Page 33
