Legal Question in Wills and Trusts in New York
estate and probate law
What qualifies or disquilifies one from being an executor to an estate in NYS? My grandmother died has a will, and named her attorney and her only daughter to be co-executors to her estate, the lawyer say my mom can not be one because she had a felony conviction over 20 yrs ago. Also one of the parties named in the will can not be located, so the attorney states we can not read the will or settle the estate until the party is found, how long do we have to find the party before matter can continue? He had my mom sign papers to pay an additional attorney $1500 to find my newphew is that right? Should my mom consult an additional attorney, because I think this may be sort of a conflict of intrest for the present attorney to be the attorney over the estate and the executor.
1 Answer from Attorneys
Re: estate and probate law
Naming someone is usually all that is required, although State laws may specify what disqualifies someone. This can be easily checked with the Surrogate by telephone call, or at the Surrogate's web site. NY law does require that all interested parties be notifed and consent to probate before probate can commence, so it is important to locate a missing heir. There are procedures to allow a probate where a heir cannot be located, but it does require that a reasonable effort to locate the person be attempted. It might be able to be done by advertisement. This also can be checked with the Surrogate. An attorney may be both Executor and attorney for the esate, unless the Will states otherwise. I have not seen the Will, so my answers are general, but there may be provisions for alternative Executors if someone originally named canot be qualified, like your Mom. The fees to find the missing heir seem a little high, but they may include costs involved? Do some checking and if you need assistance, contact me directly.