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New York Probate Lawyer Fees Case Validated Will Probate



A New York probate lawyer fees dispute often arises when a decedent’s will distributes assets unevenly among heirs.This case study examines how a New York probate lawyer successfully defended the validity of a contested will under New York law.By applying the Estates, Powers and Trusts Law (EPTL) and the Surrogate’s Court Procedure Act (SCPA), the probate process was completed efficiently despite intra family objections.

Contents


1. New York Probate Lawyer Fees | Client Background


The decedent was a lifelong New York resident who owned agricultural land and residential property in Upstate New York.During the final years of life, one adult child relocated to New York to provide continuous personal care, while other siblings remained out of state and had limited contact.


Family Caregiving and Estate Planning Context


As the decedent’s health declined, the caregiving child assumed daily responsibilities including medical coordination, financial management, and property maintenance.


Recognizing this sustained support, the decedent chose to revise the estate plan to provide a larger testamentary share to that child.


A formally executed will was prepared in compliance with EPTL § 3-2.1, including proper execution, attestation, and witness formalities.



2. New York Probate Lawyer Fees | Will Dispute Overview


After the decedent’s passing, the will was submitted for probate in the New York Surrogate’s Court.Several siblings objected, alleging that the distribution was inconsistent with family expectations and questioning the circumstances surrounding the will’s execution.


Objections Raised during Probate Proceedings


The objectants asserted claims of undue influence and lack of testamentary capacity, and sought discovery and examinations pursuant to SCPA § 1404.


They argued that the caregiving child exerted improper pressure and that the decedent’s illness impaired decision making at the time the will was executed.


Such objections are common in contested probate matters involving unequal distributions and frequently affect overall New York probate lawyer fees, as litigation complexity increases attorney time and court involvement.



3. New York Probate Lawyer Fees | Legal Strategy and Actions


The probate lawyer conducted a comprehensive review of the will’s execution and the surrounding factual record.A verified probate petition was filed under SCPA § 1402, and examination procedures were pursued under SCPA § 1404 to secure judicial validation of the will.


Will Examination and Evidentiary Preparation


The attorney prepared and filed a verified probate petition pursuant to SCPA § 1402, attaching the original will and affidavits of attesting witnesses.


Medical records, caregiver logs, and third party testimony were assembled to establish that the decedent possessed testamentary capacity consistent with EPTL § 3-1.1 at the time of execution.


This evidentiary record directly rebutted allegations of incapacity and reduced the risk of prolonged hearings that can significantly increase New York probate lawyer fees.



Court Communication and Objection Response


During SCPA § 1404 examinations, the probate lawyer conducted targeted witness examinations to confirm compliance with statutory formalities.


The court was presented with clear evidence that the decedent acted voluntarily and with full understanding of the estate plan.


Consistent with New York case law, the attorney emphasized that unequal inheritance alone does not establish undue influence absent proof of coercion or domination.



4. New York Probate Lawyer Fees | Probate Outcome


The Surrogate’s Court admitted the will to probate and dismissed all objections in their entirety.The court found full compliance with EPTL § 3-2.1 and concluded that the decedent possessed testamentary capacity and freedom of intent.


Probate Approval and Estate Administration Result


Following probate approval, the executor was issued Letters Testamentary pursuant to SCPA § 1414.


The estate administration proceeded without further dispute, preserving estate assets and maintaining control over overall New York probate lawyer fees.


This case demonstrates how structured probate advocacy can achieve efficient resolution even in contested inheritance matters.



5. New York Probate Lawyer Fees | Fee Structure Considerations


In New York, probate lawyer fees are often influenced by the scope of court required work, including petition preparation, service of process, SCPA § 1404 examinations, and motion practice.Contested probate matters are commonly billed on an hourly basis due to their procedural complexity, while uncontested matters may proceed under more predictable fee arrangements.In this case, focused litigation strategy and early evidentiary development limited unnecessary proceedings and helped prevent disproportionate increases in New York probate lawyer fees.

05 Feb, 2026


The information provided in this article is for general informational purposes only and does not constitute legal advice. Reading or relying on the contents of this article does not create an attorney-client relationship with our firm. For advice regarding your specific situation, please consult a qualified attorney licensed in your jurisdiction.
Certain informational content on this website may utilize technology-assisted drafting tools and is subject to attorney review.

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