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Welcome — you're reading The New York Executor's Handbook. The working tools that go with the book are below, free.
The book walks you through New York's process. These are the two things you'll actually use week to week.
Your New York deadlines
New York runs on two clocks. Most deadlines count from the day the Surrogate's Court first issues letters; the estate tax counts from the date of death. Enter both dates. Nothing you type leaves this page.
Leave blank until your letters arrive.
| Deadline | Date | What it means |
|---|---|---|
| Enter the date of death to begin. | ||
Estimates for planning only. Confirm every date with your county Surrogate's Court or a licensed New York attorney — the court can extend some deadlines, and weekends and holidays can move others.
The two-clock deadline calculator
Above, free, no email needed: renouncing a will-set fee (letters + 4 months), the spouse's right of election (letters + 6 months, never later than 2 years after death), the creditor period (letters + 7 months), and the estate tax return (death + 9 months).
The First 30 Days checklist
A printable one-pager for the part that feels most overwhelming: what to do, in order, before you're even sure what you're doing.
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New York guides
- New York probate process, step by step
- Letters testamentary: the steps and the Surrogate’s Court filing fee
- The small estate affidavit (voluntary administration, $50,000 limit)
- Executor fee calculator (SCPA 2307 commissions)
- Intestacy: who inherits without a will
- Estate tax: the $7.35M exclusion and the cliff
Want the full working system?
The New York Executor Compliance Kit is the book's toolkit taken further: the two-clock deadline calculator, fourteen editable letter templates, the expense and creditor trackers (with New York's 90-day claim rule built in), and an estate accounting workbook that builds your final accounting, checks it against your bank statement, and prints a summary for the beneficiaries — plus New York's statutory commission schedule and free updates as New York's rules change. One time, no subscription.
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