Morgan Legal Group · New York

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When a person who was under a guardianship dies, the legal story does not end — it shifts. The Article 81 guardian who managed a Brooklyn resident’s finances and care must now hand control to a different process governed by the New York Surrogate’s Court. That handoff, from a living person’s guardianship to the administration of a decedent’s estate, is where families most often collide. Our firm focuses on these contested guardianship-to-probate transitions in Kings County.

We represent proposed executors, beneficiaries, distributees, former guardians, and family members who suspect that the will offered for probate does not reflect what the decedent truly wanted — especially where capacity was already in question during the guardianship years.

Why Guardianship and Probate Collide in Brooklyn

An Article 81 guardianship under the Mental Hygiene Law is built around an incapacitated person who is still alive. The guardian files annual accountings, pays bills, and protects the ward. The moment that person dies, the guardian’s authority over the property effectively ends, and jurisdiction moves to the Surrogate’s Court. The guardian must render a final account, and the assets pass under the decedent’s will (probate) or, if there is no valid will, by intestacy administration under the Estates, Powers and Trusts Law (EPTL) and the Surrogate’s Court Procedure Act (SCPA).

Disputes erupt because the same questions that surrounded the guardianship — capacity, undue influence, who was really in control — resurface in the will contest. A will signed shortly before or during a period of diminished capacity invites scrutiny.

How New York Probate Works

Probate is the court process of proving that a will is valid and appointing the executor named in it. In Brooklyn, that happens in the Kings County Surrogate’s Court. The proponent files the original will with a probate petition, and all distributees (the people who would inherit if there were no will) receive citation. If no one objects, the court issues letters testamentary. If a distributee files objections, the matter becomes a contested probate proceeding.

The Spousal Right of Election

A surviving spouse in New York cannot be disinherited. Under EPTL 5-1.1-A, the surviving spouse may elect to take an elective share of the net estate — the greater of $50,000 or one-third of the net estate. This right frequently surfaces in guardianship-to-probate cases, where a spouse believes the incapacitated decedent was steered into a will that shortchanged them.

Our Services

  • Probate petitions and contested probate in Surrogate’s Court
  • Will contests grounded in capacity and undue influence
  • Administration of estates without a will
  • Small and voluntary estate administration under SCPA Article 13
  • Spousal right of election claims under EPTL 5-1.1-A
  • Final guardianship accountings and the transition to estate administration

Planning to Avoid the Fight

Many of these disputes can be prevented with sound planning while a person still has capacity: a properly executed will, a revocable living trust, a New York statutory durable power of attorney under General Obligations Law (GOL) 5-1501, and a health care proxy. We counsel families on building those documents before a guardianship ever becomes necessary.

Speak With a Brooklyn Probate Attorney

Every estate is different, and the interplay between a closing guardianship and a new probate is fact-specific. This page is general information, not legal advice. Consult a licensed New York attorney about your particular situation before acting.

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Morgan Legal Group — Brooklyn Office
15 Maiden Lane, Suite 905, New York, NY 10038 · (888) 529-1315
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Attorney Advertising. Prior results do not guarantee a similar outcome. The information on this website is for general informational purposes only and is not legal advice.