How To Serve Legal Papers on a Deceased Defendant in New York

Last Updated: November 02, 2025

In New York, you cannot Serve Legal Papers on a Deceased Defendant in New York. Instead, service must be made upon the estate’s executor or administrator, as outlined in CPLR §§ 1015 and 1021. A process server must identify the appointed personal representative and serve them following court-approved methods. Undisputed Legal ensures this process is properly executed, maintaining compliance with probate and procedural laws.

Quick Reference

  • Service is made on the executor, administrator, or representative of the estate.
  • File a substitution motion if death occurs during litigation.
  • Confirm the letters testamentary or administration before service.
  • Always record proof of service through affidavit and GPS verification.
  • Work with licensed process servers familiar with probate procedure.

Serving legal papers in New York requires precision, especially when a defendant has passed away. In these cases, legal service cannot be made directly on the deceased. Instead, it must be directed to the executor, administrator, or personal representative of the estate, following CPLR §§ 1015 and 1021. This guide from Undisputed Legal explains how to serve legal papers on a deceased defendant in New York, detailing every lawful step to ensure compliance with state rules and probate requirements.

In New York, you can serve process on the estate or executor of a deceased defendant. If a defendant dies before or during a lawsuit in New York, the plaintiff must follow certain statutory and case-law rules to make sure the court still has personal jurisdiction and that any judgement that comes out of the case can be enforced. 

  • CPLR Section 1021 sets the rules for the substitution process. It provides that successors or representatives of a party can file a motion for substitution, and it warns that if substitution is not made within a ‘reasonable time,’ the action may be dismissed as to the deceased party. 
  • When a party dies without a replacement, the court loses the power to act, and the proceedings are automatically put on hold until a legal representative is found for the deceased.
  • Find out if the claim lives on after death. If the claim is extinguished by death, substitution may not be necessary. If the right sought only exists for the surviving plaintiffs or against the surviving defendants, the action can go on without substitution under CPLR 1015(b)
  • For plaintiffs, an appointment for a personal representative (executor or administrator) through the Surrogate’s Court in the county where the deceased person lived is necessary.
  • Under CPLR 1021, file a motion for substitution to replace the deceased party with the estate’s representative. The motion should have a death certificate, letters testamentary or letters of administration, and a new caption that shows the change.
  • Use the usual CPLR service rules (personal, substituted, or other authorised means) to serve the substitute party (estate representative) as the defendant (or plaintiff) as needed. Change the caption and pleadings to show the substitution, like ‘A, deceased, by their executor B.’
  • If the plaintiff files a lawsuit against someone who has already died and no one has been appointed to represent them, the lawsuit may not be valid because service cannot establish personal jurisdiction over a deceased individual. 
  • Even if the defendant dies, the case can still go on if the right sought continues and the substitution is made on time. But courts stress how important it is to make a quick change. If the death doesn’t change the case’s merits, courts may let it go on without substitution in some cases, like when the deceased had no more interest in the property. 
  • The Surrogate’s Court Procedure Act (SCPA Section 307) may need to be followed when serving a deceased or missing person in a Surrogate’s Court case. 
  • If substitution is not done on time and the action goes on, any judgement entered may be void because there is no personal jurisdiction.  The estate representative may file a motion to dismiss under CPLR 1021 or vacate a judgement under CPLR 5015(a)(4) if they didn’t get the right service or substitution.
  • In probate and estate cases, bad service on a deceased defendant’s estate can cause problems between heirs and creditors, make it harder to divide up assets, and make the estate more likely to be sued.


PROFESSIONAL CREDENTIALS & MEMBERSHIPS

  1. What happens if a defendant dies before or during a lawsuit?
    According to CPLR Section 1015, if a party dies and the claim against or for them is still valid, the court must order the proper party to take their place.  When a party dies, the court usually loses its power over that party and automatically puts the case on hold until a legal representative is found. 
  2. Who needs to be appointed after a party is deceased?
    Once appointed, the decedent’s executor or administrator of the estate is usually the right person to take their place. CPLR Section 1021 controls the process of substitution. 
  3. What if the plaintiff didn’t know the defendant was deceased when the lawsuit started?
    The action may go ahead if the plaintiff didn’t know the defendant had died and a person of appropriate age was served at the defendant’s ‘usual place of abode’ under CPLR Section 308 (substituted service) or another authorised method, as long as substitution is made and jurisdictional requirements are met. But if the defendant died and no one else took their place, any orders that were made may not be valid. 
  4. Is a judgement still valid if it was made after the defendant died but before the replacement?
    No, not usually. Courts have ruled that any decision made after a party’s death and before a legal representative is appointed is void because the court did not have jurisdiction. 
  5. Do you need to serve the executor or administrator again?
    Yes. When a substitution happens, the executor or administrator becomes the right person to serve with the summons and complaint (or other starting papers) according to the service rules. The plaintiff needs to change the title and the pleadings to match.
  6. What happens if the claim dies with the person?
    If the right that is being enforced only applies to the surviving plaintiffs or the surviving defendants (and not the estate of the deceased party), then the action does not stop under CPLR Section 1015(b) and can continue without the deceased party being substituted as service. 
  7. Are there due dates for making the change?
    Yes. CPLR Section 1021 says that substitution must be made within a ‘reasonable time,’ even though there is no hard universal ‘day-count’ deadline. If not done, the court may throw out the case against the dead person. Some motions to dismiss for failure to substitute are made when the delay is too long. 
  8. Does the death of one of the parties automatically end the case?
    No. The case can go on as long as the claim lives on after the death and the right person takes over. The key is to make sure that the substitution is done on time and correctly so that the court still has power.
  9. Why is it important to hire professionals or specialised process servers in these cases?
    Because the stakes are high in terms of procedure and jurisdiction, mistakes in substitution, captioning, service, or knowledge of death can lead to vacated judgements, dismissed actions, or years of wasted litigation. Experienced process-serving companies know the details (like substituted vs. personal service, proof of service, and amended caption) and can help make sure that the rules are followed and the risk is lower.

Undisputed Legal Inc. – Serving Legal Papers (Domestic & International)
Provides licensed and professional service of legal papers across all 50 U.S. states and in more than 120 countries. Experts in Hague Service Convention compliance, Letters Rogatory, and international legal delivery standards.
Phone Number: 212-203-8001

U.S. Courts – Federal Rules of Civil Procedure (Rule 4: Service of Process)
Defines the federal framework for serving legal papers in civil actions, including who may serve, required methods of delivery, and proof-of-service documentation.
Phone Number: 202-502-2600

U.S. Department of State – Judicial Assistance: Service of Process Abroad
Provides guidance for serving legal papers internationally, detailing Hague Convention procedures, Letters Rogatory, and diplomatic channels for non-member nations.
Phone Number: 1-888-407-4747

Hague Conference on Private International Law – Convention on the Service Abroad of Judicial and Extrajudicial Documents (1965)
Provides the international treaty framework for the service of judicial and extrajudicial documents between member nations, ensuring global cooperation and legal uniformity.


ADDITIONAL RESOURCES: SERVING DECEASED DEFENDANTS IN NEW YORK

The following resources address the legal framework governing service of process when a named defendant is deceased. Under New York law, service on a deceased individual is void and does not confer jurisdiction, requiring plaintiffs to identify and serve the proper estate representative or seek court direction. These materials explain how courts evaluate death-related service defects, when substitution is required, and what procedural steps must be taken to preserve claims. Collectively, they provide a court-recognized roadmap for correcting service issues involving estates, successors, and personal representatives.


FOUNDATIONAL NEW YORK SERVICE RULES


DEATH, ESTATES & PARTY SUBSTITUTION


COURT AUTHORIZATION & ALTERNATIVE SERVICE


PROOF REQUIREMENTS & JURISDICTIONAL FAILURE


WHEN SERVICE IS VOID OR CHALLENGED


RELATED HIGH-RISK SERVICE SCENARIOS


The administration of a person’s estate after death occurs during probate, which is overseen by the court. It is supervised by the New York Surrogate’s Court and the executor of the decedent’s estate. In the absence of a valid will, the process formerly known as probate is renamed ‘administration,’ and a representative is appointed by the Surrogate’s Court to manage the assets of the decedent.

Improper service of process upon a deceased defendant’s executor could lead to an  unenforceable judgement that has been vacated after years of litigation. The administration of a person’s estate after death occurs during probate, which is overseen by the court. Typically, a New York probate petition must be filed, creditors, beneficiaries, and heirs must be notified, assets must be inventoried, taxes and obligations must be paid, and the estate must be distributed. As such, a private process service agency like Undisputed Legal that is qualified to ensure that service of process is done appropriately becomes a vital tool in the legal arsenal of a client. 

Acquiring several certified copies of the death certificate is an important first step for an executor. Dying intestate refers to passing away without a valid will. The appointment of an administrator to manage an estate is made by the New York Surrogate’s Court in the event of an intestate death. An estate must be of a certain size to be subject to probate. .

It is the executor’s responsibility to find the decedent’s Will and submit it to the Surrogate’s Court in their county of residence if one exists. Probate is the legal procedure that confirms the validity of the will and appoints the person as its executor. 

In a New York probate process, the Probate Petition details the decedent’s estate and serves as the formal request to begin the probate procedure. Both the will and death certificate must be included in the filing. Certificates of service, heirship affidavits, and waivers from next of kin are additional papers that may be submitted.

On average, it might take anything from nine to eighteen months for a case to go through probate in New York. This period of time, however, might vary greatly. The probate procedure could take more time if will challenges or other disagreements are involved. 

Service of process on a Deceased individual in New York

There is a contradiction between the statutory authorisation of serving of process by ‘substituted service’ and the courts’ reluctance to assert jurisdiction over a person who has passed away.

Since it is impossible to acquire jurisdiction over a person who has passed away, serving process on a defendant who is already dead does not provide jurisdiction over that individual. It is also not possible to initiate a case against a defendant who is known to have died before the executor or administrator of their estate has been appointed. The party must be replaced by the chosen executor or administrator if one has been named. In the absence of an authorised representative, the estate is required to designate one and serve process on them.  

Defendants are fairly notified of the initiation of proceedings by substituted service upon another individual with the capacity to accept service of process. However, CPLR Section 1015 and various rulings also state that a plaintiff cannot obtain jurisdiction over or enter a judgement against a decedent if the decedent dies while the action is pending or if the plaintiff knows about the decedent’s death before the action is started. It is required to substitute an agent of the estate because both legislation and precedent support the idea that it is fundamentally unjust to exercise jurisdiction over a defendant who has passed away.

Also, whether the estate or fiduciary proceedings (probate, administration) are in the probate jurisdiction, the Surrogate’s Court Procedures Act Section 307  controls how to serve papers in Surrogate’s Court cases, even if the person is missing or dead. SCPA 307(3)(iii) explicitly enables service where ‘the person to be served is … alleged to be deceased,’ and it also allows publishing in a newspaper near where the absentee or deceased person was last seen. 

These laws mean that when a defendant dies, [A.]the estate representative must be replaced under CPLR 1015; [B.] the appropriate service of process must be made, either on that representative or the estate, according to the rules; and [C.] the timing and proof requirements must be met to ensure personal jurisdiction and avoid dismissal or default-vacatur.

What if the plaintiff doesn’t know the defendant is deceased?

It is difficult, if not impossible, for a plaintiff to know or be presumed to have known that a defendant has died at the time the plaintiff initiates the action while serving the defendant since the plaintiff does not know if the defendant is deceased at the moment of service. In addition, it is possible that the decedent’s estate did not initiate any administrative or probate proceedings, and even if it did, the proceedings could have been brought in any of the many jurisdictions where the decedent could have last resided, so even if the plaintiff’s process server is directed to search the Surrogate’s Court dockets for such filings, the results may not be accurate. It is important to note that imposing such a condition on plaintiffs would be very burdensome, go against the spirit of the statute that authorises ‘indirect’ means of process service, and be incompatible with the goal of the law.

When a person of legal age and discretion accepts process at the defendant’s real known address before she dies, as in this fact pattern, the plaintiff is not required by law to determine whether the defendant has died before serving process. Even when the defendant’s estate has met all of the legal requirements for substituted service, a court may nonetheless decline to exercise jurisdiction over the estate.  A possible legislative remedy may be to make it mandatory for the person who accepts process to inform the plaintiff about the death of the specified party, or face the irreversible consequences of a default judgement.

To challenge a will, one must first submit a petition to the Surrogate’s Court. The decedent’s county of residence at the moment of their passing is the proper place to submit the petition. There are tight deadlines for challenging a will under New York law, so you must move quickly. The standard time limit for contesting a will is six months after the document is accepted to probate. The petition has to explain why the will is being challenged and provide proof to back up those claims.

Requirements of an executor in New York

The executor is vested with the legal power to administer the estate once appointed by the Surrogate’s Court. All rights to receive assets, settle debts, and distribute bequests are included in this. The minimum age to serve as an executor is 18, and they must also be mentally capable and free of any criminal convictions in order to be eligible for this position. 

There are three types of fiduciaries: executors, administrators, and voluntary administrators. That makes them legally bound to the estate in some fiduciary capacity. As far as legal recognition of duties of good faith goes, a fiduciary responsibility stands at the very top. An obligation to look out entirely for the interests of another person is known as a fiduciary responsibility. Consequently, fiduciaries are obligated to behave loyally towards the estate and refrain from prioritising their own interests above that responsibility.

Before being appointed, a fiduciary may be required by the New York Surrogate’s Court to post bail. The estate’s assets are safeguarded by a bond, which is essentially an insurance policy issued by a surety business. In the event that the fiduciary fails to adequately safeguard the estate’s assets, the estate will be obligated to seek reimbursement from the bonding business. After then, the bonding firm will pursue the fiduciary for the returned assets.

It is the duty of the executor, administrator, or voluntary administrator to safeguard the estate’s assets until all obligations, including taxes, have been settled. If a will is not present, the assets should be distributed in accordance with New York State’s intestacy rules.

Additionally, a probate attorney’s aid is crucial in many cases. If a person’s life was marked by litigation, for example, and they pass away, their executor is obligated to go on with the litigation on their behalf. In a similar vein, if a third party had a claim against the deceased that was not pursued until their death, the executor may be sued on behalf of the estate. Many different kinds of estate dispute take occur. If a tenant refuses to vacate the decedent’s property, the Executor may seek legal counsel and initiate an eviction process in New York City Housing Court. Selling the residence can necessitate the eviction. Legal matters involving executors have often brought before the Surrogate’s Court, the New York State Supreme Court, and the New York City Housing Court. It may take a lot of time and effort to handle these instances. Legal action, however, may be necessary to administer an estate and safeguard beneficiaries’ rights.

An attorney specialising in New York probate law will initiate a surrogate’s court administration process in the event that a decedent passes away in the absence of a valid will. In order for a New York Will to be accepted for probate, it must be submitted with the New York Surrogate’s Court upon the decedent’s death. A private process service agency like Undisputed Legal can be very effective in ensuring papers are served. 

Documents to be served in a Probate case

The original Will, certified death certificate (which includes the date and location of a person’s death), probate petition, and other supporting documents are filed by the executor with the Surrogate’s Court in the county where the deceased lived and had their primary residence. Using NYSCEF, the electronic filing system for the New York State Courts, parties may be able to submit the documents online. 

Distributees are the relatives who are legally entitled to receive a portion of a person’s estate after death. An further need of the probate petition is the listing of the distributees, or heirs, who are entitled to a portion of the estate of the decedent. A notification, known as a citation, must be served on the distributee. They are brought before the Surrogate’s Court via the citation. As a result, the parties’ rights may be determined by the Surrogate’s Court. A citation informs the distributee that the Executor sought permission to administer the inheritance of the decedent. If the distributee disagrees with the selection of the Executor, they may either go to court to contest it or sign a waiver giving up their rights. Notification of the probate process is required of all beneficiaries who stand to inherit property under the will.

The specific regulations that regulate New York’s probate process are outlined in the Estates Powers and Trust Law (EPTL) and the Surrogate’s Court Procedure Act (SCPA). The procedure of administering the estate of a New York resident who dies without a will (intestate) include sending letters to the eligible distributee. Consequently, the distributees and non-distributees must be identified. The submission of a petition together with the necessary supporting papers with the Court initiates the case. 

Along with the probate petition and other necessary papers, the executor is obligated to submit the original will and a certified copy of the death certificate to the Surrogate’s Court in the county where the decedent resided. The filing fee is proportional to the total value of the estate. It is necessary to notify all creditors, beneficiaries, and heirs by letter that the estate is in the probate process, as mandated by the court. It is the executor’s responsibility to gather the deceased’s possessions and, if needed, have them appraised.

Role of the courts

In New York State, cases involving wills and trusts are decided by the Surrogate’s Court. When someone dies without a valid Will, their estate is administered by an appointed administrator. The Surrogate’s Court is also responsible for handling disputes involving the validity of a will, the administration of a trust, or the decedent’s estate, as well as the probate of wills and the appointment of executors. For first-time executors, the Surrogate’s Court Clerk is a great resource for obtaining the various paperwork needed to administer an estate.

Unless specifically stated in the will, a court-issued bond is no longer necessary for an executor to post. The Executor often purchases a bond from a bond firm if one is necessary. The Executor uses estate assets to cover the cost of the bond. If the Executor tries to embezzle any of the estate’s assets, the bond will prevent it. The bond’s value is equal to the value of the estate. If the Executor is not a New York resident, cannot be held legally liable, or is entrusted with the care, management, or investment of another person’s real or personal property, a bond will be needed unless otherwise stated in the Will.

New York’s probate procedure usually lasts anything from nine to eighteen months. Full administration of complicated estates resulting from conflicts, litigation, or tax concerns, on the other hand, might take years. In accordance with the terms of the will and applicable New York law, the distribution of the estate will be supervised by the probate court. An order to close the estate will be issued by the court after all obligations have been completed and assets have been divided appropriately.

The goals of New York’s probate procedure are to carry out the decedent’s last desires while safeguarding the interests of creditors and beneficiaries. Probate is a legal procedure that, while it may be time-consuming, ensures that an estate is distributed in a systematic manner under the supervision of the court. The administration of an estate may be smoothly navigated through the probate process if the appropriate processes are followed and if legal counsel is retained. A litigation support team like Undisputed Legal can help make sure that your papers are served carefully and efficiently. 

Stage of the litigation

When serving an executor or estate, it’s important to know what stage the case is in.  If the case is in Supreme Court (or another trial court) and the defendant has died, the plaintiff serves the executor or administrator as if they are the defendant. 

SCPA 307 specifies how to serve papers on parties in estates if the case is in Surrogate’s Court (probate or estate administration). Filing at the Surrogate’s Court of the decedent’s home state is usually required when serving an estate or executor. This is because it may include finding letters testamentary or letters of administration. A certified copy of the letters may also need to be obtained for filing.

Once service has been completed, evidence must be submitted to the court. According to CPLR Section 306(a), the affidavit of service is proof that the service was valid. There are two scheduling considerations, [A.] the statute of limitations and the 120-day service requirement in CPLR Section 306-b; and [B.] the delay in substitution and service after death. 

In Surrogate’s Court, the citation must be served within a specified amount of time (for example, for those who live in New York, it is usually within 10 days) and evidence of service must be submitted at least two days before the return date according to Uniform Rules Section 207.7(c) for each county.  If the deceased person had a will, the Surrogate’s Court in their county of residence should have sent letters testamentary. If there was no will, they should have sent letters of administration.

After the executor is chosen, the case caption should be changed (by motion or agreement) to show the executor (for example, ‘John Doe, deceased, by executor Jane Doe’) or to accurately designate the estate representative. This is in line with CPLR 1015(a) and prevents any misunderstanding or challenges to jurisdiction.

If service is not performed or replacement is not promptly, the defendant’s estate (via the executor) may ask to have the case thrown out because there is no jurisdiction or because the failure of substitution constitutes a procedural error. A plaintiff who secures a default judgement without replacement and proper service faces the possibility of having the judgement annulled as a nullity as vacatur of default judgement due to insufficient personal jurisdiction. 

After the service, the affidavit of service (or evidence of service) must show that the executor or administrator (or estate) was served. The defence might claim that service was not done correctly if the executor was served at a different address than the letters of appointment address or if no appointment was filed. In normal civil cases, the server must follow CPLR Section 306(a), and in the Surrogate’s case, SCPA 307.

In New York, serving the estate or executor of a deceased defendant is a complicated procedure that involves careful attention to substitution requirements, the right way to serve, and scheduling considerations. If parties do not follow the rules for substitute or service, the judgement may be invalid since there is no personal jurisdiction. For plaintiffs, it is important to move quickly to find the estate representative and serve them. Defendants and executors must be very careful about who they choose as a fiduciary, how the service is done, and if there are ways to contest it. Involving a private process service agency like Undisputed Legal can help ensure that your papers are served without a hitch. 

Best Practices for Serving a Deceased Defendant’s Estate

Serving legal papers involving a deceased defendant requires both legal precision and procedural documentation.
To ensure your service holds up in court, follow these best practices:

  • Confirm the Defendant’s Death:
    Obtain a death certificate or court filing verifying the defendant’s passing before proceeding.
  • Identify the Estate Representative:
    Locate the executor (with a will) or administrator (without a will) through the Surrogate’s Court in the county of residence.
  • File for Substitution:
    If the lawsuit was filed before the defendant’s death, file a motion for substitution under CPLR § 1021 to replace the defendant with their legal representative.
  • Serve Only Authorized Individuals:
    Serve the executor, administrator, or attorney representing the estate—not relatives or heirs.
  • Document Service Thoroughly:
    Keep GPS-tracked records, notarized affidavits, and supporting notes detailing how and when service was completed.

Following these steps ensures your service complies fully with New York law and prevents dismissal for defective service.

Case Study: Estate Service in Action

Case Study 1 – Substitution After Death

An attorney filed a negligence claim in Manhattan but learned the defendant had died before filing. Undisputed Legalverified the death record and coordinated with the Surrogate’s Court to identify the appointed executor. Once confirmed, our process server personally served the executor at the estate attorney’s office. The court accepted the service, preserving the action and avoiding dismissal.

Case Study 2 – Service Without Probate Appointment

In another instance, a deceased defendant’s estate had no appointed executor. Undisputed Legal guided the client to petition for administration under SCPA § 1001, ensuring a valid recipient for service. The client later won a motion to proceed without delay due to our verified documentation.

These cases highlight how accuracy and verification determine whether service is upheld or rejected in court.

When serving a deceased defendant’s estate, legal precision is non-negotiable.
Undisputed Legal combines experience, technology, and legal understanding to ensure every service is compliant and defensible.

Clients trust Undisputed Legal because:

  • Our process servers are licensed and bonded in New York State.
  • We use GPS-tracked attempts and photo-verified affidavits.
  • We maintain direct communication with Surrogate’s Courts across New York.
  • We specialize in complex service situations, including estates, international entities, and evasive recipients.
  • Every affidavit is reviewed by our compliance team before filing.

When accuracy and credibility are critical, Undisputed Legal delivers unmatched reliability.

Serving legal papers on a deceased defendant in New York involves more than standard service—it demands knowledge of probate law, CPLR procedure, and meticulous documentation. Courts require service to be made correctly upon the estate’s authorized representative, ensuring the litigation proceeds lawfully.

By partnering with Undisputed Legal, attorneys and individuals gain the advantage of a team well-versed in estate procedures, guaranteeing every detail of your service meets New York’s strict legal standards.

Order Process Service Today

When dealing with estate or deceased defendant cases, trust Undisputed Legal to handle your process service with professionalism and precision. Our servers are trained to verify estate authority, confirm Surrogate’s Court records, and document every step for court validation. Whether serving executors, administrators, or estate attorneys, we ensure accuracy and compliance from start to finish.

Call (800) 774-6922 or visit UndisputedLegal.com to order process service today — and ensure your legal papers are served correctly, every time.

WHAT OUR CLIENTS ARE SAYING


Click the “Place Order” button at the top of this page or call us at (800) 774-6922 to begin. Our team of experienced process servers is ready to assist you with reliable and efficient service of your documents, ensuring compliance with all legal requirements. We offer both comprehensive support and à la carte services tailored to your specific needs:

  • Prompt and professional service of process
  • Accurate completion of affidavits of service
  • Rush service for time-sensitive matters
  • Skip tracing for hard-to-locate parties
  • Detailed reporting on service attempts

Don’t risk case delays or dismissals due to improper service. Let Undisputed Legal’s skilled team handle the important task of serving legal papers for you. Our diligent, professional service helps attorneys, pro se litigants, and parents ensure their papers are served correctly and on time.

Take the first step towards ensuring proper service in your case – click “Place Order” or call (800) 774-6922 now. Let Undisputed Legal be your trusted partner in navigating the critical process of serving your documents.

“Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives” – Foster, William A

Sources

1 Surrogate’s court – probate | nycourts.gov. (n.d.-z). https://ww2.nycourts.gov/courts/5jd/onondaga/surrogate/probate.shtml 

2 New York City probate litigation attorneys: NYC bar. New York City Bar – Legal Referral Service. (2025, March 11). https://www.nycbar.org/get-legal-help/article/wills-trusts-and-elder-law/probate/ 

3 7JD Surrogate’s court – fiduciary responsibilities | nycourts.gov. (n.d.-a). https://ww2.nycourts.gov/courts/7jd/courts/surrogates/proceedings/fiduciary_responsibilities.shtml 

4 Part 207. uniform rules for the surrogate’s court | nycourts.gov. (n.d.-x). https://ww2.nycourts.gov/rules/trialcourts/207.shtml 

5 There are a number of things that might lengthen the time it takes to complete probate. These include the decedent’s assets being located in several states, the distance between beneficiaries, and the need to submit federal income taxes by the estate.

6 Hemphill v. Rock, 87 A..D.2d 836, 449 N.Y.S.2d 267 (2d Dept. 1982). P.

7 Laurenti v. Teatom, 210 A.D.2d 300, 619 N.Y.S.2d 754

8 In accordance with SCPA Section 1002

9 Community General Hospital v. Baker, 93 Misc.2d 124, 402 N.Y.S.2d 536 (Sup.Ct. 1978

10 Employing indirect, even futile means of notification is all that the situation permits’ in cases involving missing persons, according to Harkness v. Doe (261 A.D.2d 846, 689 N.Y.S.2d 586 (4th Dept. 1999)) 

11 The plaintiffs in Laurenti were aware of the defendant’s death and the lack of a designated personal representative of the estate. Consequently, the plaintiffs served the defendant’s insurance company after obtaining an order allowing expedited service. 

Nonetheless, the court determined that the estate could not be governed by the service upon the insurance provider. The court noted that the plaintiff may seek appointment of the Public Administrator as the estate’s personal representative by petitioning the Surrogate’s Court in accordance with SCPA Section1002. 2d. 619 N.Y.S. at 755.

 Therefore, the court ruled that the plaintiff could not begin the lawsuit before the defendant’s agent was appointed, since there was a time gap between their deaths.

12 An executor, administrator, or voluntary administrator must ensure that they:

  1. Acquire, catalogue, and value all of the estate’s assets.
  2. Distribute the deceased’s assets to their heirs, including their debts, taxes, and creditors.

13 The procedures for the descent and distribution of an estate can be seen in the EPTL. A distributee is defined as a ‘person entitled to take or share in the property of a decedent under the statutes governing descent and distribution’. See: New York Consolidated Laws, estates, powers and trusts law – EPT § 4-1.1 | findlaw. (n.d.-x). https://codes.findlaw.com/ny/estates-powers-and-trusts-law/ept-sect-4-1-1/

14 The plaintiff does this using the techniques in CPLR Section 308, Section 311 (for companies), or Section 313 (for people who live outside of New York).

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Connecticut: (203) 489-2940 – 500 West Putnam Avenue, Suite 400, Greenwich, Connecticut 06830

New Jersey: (201) 630-0114 - 101 Hudson Street, 21 Floor, Jersey City, New Jersey 07302

Washington DC: (202) 655-4450 - 1717 Pennsylvania Avenue, N.W. 10th Floor, Washington, D.C. 20006

Houston, TX: (713) 564-9677 - 700 Louisiana Street, 39th Floor, Houston, Texas 77002

Chicago IL: (312) 267-1227 - 155 North Wacker Drive, 42 Floor, Chicago, Illinois 60606

For Assistance Serving Legal Papers

Simply pick up the phone and call Toll Free (800) 774-6922 or click the service you want to purchase. Our dedicated team of professionals is ready to assist you. We can handle all your process service needs; no job is too small or too large!

Contact us for more information about our process serving agency. We are ready to provide service of process to all of our clients globally from our offices in New York, Brooklyn, Queens, Long Island, Westchester, New Jersey, Connecticut, and Washington D.C.

“Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives”– Foster, William A