How to Get Letters of Administration in New York

If you’ve just been told you need “letters of administration,” it usually means someone close to you died without a will, and the Surrogate’s Court needs to name someone to handle the estate. If that estate includes a house, co-op, or condo in New York, you’re now looking at probate paperwork on top of a property that has to be insured, maintained, and eventually sold or transferred, often from hundreds or thousands of miles away.

You don’t have to run all of this yourself. Anthony S. Park PLLC handles the entire estate — the court filing, the executor duties, and the real estate sale — as one firm, so you’re not coordinating a lawyer, an executor, and a broker separately. Below are the steps the court requires; when you’re ready to hand the process off, contact us for a free consultation.

Generally, here are the 4 steps for how to get letters of administration:

1. Get the Death Certificate and Other Documents

The court requires an original death certificate, as do many of the banks and other institutions you’ll be dealing with. To be safe, order ~10 originals from the funeral home. It’s easier than having to order more later.

Also get a copy of the paid-in-full funeral bill. The court needs proof that this first-priority bill has been paid.

2. Prepare the Family Tree

As part of the New York probate process, you must identify and notify the next-of-kin. They’re they folks who will probably inherit, and may be entitled to serve as the Administrator.

Notifying them will range from certified mail, to hiring a process serve to hand-deliver court documents.

Don’t want to manage this alone?

Anthony S. Park PLLC handles the entire estate — probate, executor duties, and the real estate sale — as one firm, with no coordination between separate professionals.

3.  Know the Decedent’s Financials

Next, you’ll need a list of the deceased’s assets and debts, including any bank accounts, life insurance, real estate or any credit cards or mortgages.

You need to have some general estimates, but they don’t have to be exact figures. This isn’t like a tax return or financial statement.

Rather, these figures help the court: (a) decide how much filing fee you must pay, and (2) decide what limit, if any, to put on your letters of administration.

4. Choose a Qualified Administrator

Lastly, all this preparation will be moot if they’re submitted to the court by someone who’s not qualified receive letters of administration.

Who is qualified? Some easier qualifications are: (a) must be over 18 years old, (b) must be a US citizen or New York resident, and (c) cannot be a felon.

But the most overlooked qualification is credit score. Whoever applies to be administrator must have excellent credit, because the court is probably going to require a bond.  A bond is a type of insurance policy, which you can only get with great credit.

If that’s a problem, you can hire a professional executor to serve as administrator instead.

That’s it. Your New York Probate Lawyer will use this information to prepare your court papers, and file it with the correct Surrogate’s court.

Contact Us for a Free Consultation

If someone died in New York owning property, we handle the entire estate: probate, executor, and property sale. One firm does it all.

Or call 212-401-2990