Overview
Monroe County is located in the Finger Lakes region of western New York, with Rochester as its county seat and largest city. The Monroe County Surrogate's Court handles all estate matters for individuals domiciled in the county at the time of death, including probate of wills, administration of intestate estates, guardianships, and accountings.
Probate in Monroe County is governed by the Surrogate's Court Procedure Act (SCPA). The court handles testate proceedings, intestate administration, and voluntary administration for small estates under $50,000. Monroe County is the largest Surrogate's Court in the Rochester metropolitan area.
NYSCEF electronic filing is available in Monroe County for approved case types. The court is located in the Hall of Justice in downtown Rochester.
This guide is for informational purposes only and does not constitute legal advice. Verify current requirements with the Monroe County Surrogate's Court or a qualified attorney.
Courthouse Information
Monroe County Surrogate's Court
The Monroe County Surrogate's Court is located in the Hall of Justice in downtown Rochester.
Address: 99 Exchange Boulevard, Hall of Justice, 5th Floor, Room 541, Rochester, NY 14614
Phone: (585) 371-3310
Hours: Monday through Friday, 9:00 AM to 5:00 PM
Website: nycourts.gov/courts/7jd/monroe/surrogate
Parking and Access
Parking garages and metered street parking are available in downtown Rochester near the Hall of Justice. The building is accessible by RTS bus routes. Plan for security screening at the entrance.
Filing Process
Step 1: Determine the Proceeding Type
- Probate Proceeding (SCPA Article 14): For estates with a valid will.
- Administration Proceeding (SCPA Article 10): For intestate estates.
- Voluntary Administration (SCPA Article 13): For personal property estates valued at $50,000 or less.
Step 2: Prepare and File the Petition
Gather required documents:
- Completed petition for probate or administration
- Original will and codicils (if applicable)
- Certified death certificate
- Filing fee based on estate value
- List of all distributees with addresses
File through NYSCEF (for eligible case types), in person at Room 541, or by mail.
Step 3: Citation and Service
The court issues a citation after the petition is filed. All necessary parties must be served. Methods include personal service, certified mail, and publication.
Step 4: Hearing and Letters
The Surrogate reviews the petition on the return date. If approved, Letters Testamentary or Letters of Administration are issued.
Step 5: Administration and Closing
The fiduciary collects assets, pays debts and taxes, files accountings or obtains releases, and distributes to beneficiaries.
Local Requirements
Monroe County-Specific Procedures
- NYSCEF e-filing is permitted in Monroe County for approved case types. The court also accepts in-person and mailed filings.
- Original wills and death certificates must be submitted in hard copy.
- Rochester metro area: Monroe County is the central county of the Rochester metropolitan area. Estates with property in surrounding counties (Livingston, Ontario, Wayne, Seneca) may require coordination with those courts.
Bond Requirements
Bond is required unless waived by the will or by consent of all distributees.
Creditor Notice
The fiduciary should consider publishing a notice to creditors in a Monroe County newspaper to establish a timeframe for creditor claims.
Timeline & Fees
Filing Fees (Monroe County)
Filing fees per SCPA Section 2402:
- Under $10,000: $45
- $10,000 to under $20,000: $75
- $20,000 to under $50,000: $215
- $50,000 to under $100,000: $280
- $100,000 to under $250,000: $420
- $250,000 to under $500,000: $625
- $500,000 and over: $1,250
Additional costs:
- Certified copies: approximately $6 per copy
- Publication of citation: $150-$400
- Bond premium: varies
Payment Methods
Contact the court at (585) 371-3310 for accepted payment methods.
Estimated Timelines
- Simple estates: 7-12 months
- Average estates: 12-18 months
- Complex or contested estates: 18 months to several years
Local Resources
Monroe County Surrogate's Court Resources
- Court Website: nycourts.gov/courts/7jd/monroe/surrogate
- NYSCEF E-Filing Portal: iapps.courts.state.ny.us/nyscef
- WebSurrogate (case search): websurrogates.nycourts.gov
Legal Aid and Attorney Referrals
- Legal Aid Society of Rochester: (585) 232-4090 -- free legal assistance for qualifying individuals
- Monroe County Bar Association Lawyer Referral: (585) 546-2130
- Volunteer Legal Services Project: (585) 232-3051
Publication
- Rochester Democrat and Chronicle: Primary newspaper for legal notices in Monroe County
- Daily Record (Rochester): Legal publication for Monroe County