Legal terms used in Surrogate's Court, defined in plain English

Administrator

The court appointed representative of an estate where the decedent died with no last will and testament; synonyms include fiduciary and representative; similar to Executor

Beneficiary 

A person entitled to benefit from an estate, typically named in a last will and testament or trust; sometimes used synonymously with Distributee

Decedent 

The person who died

Distributee 

A person who would inherit from a decedent's estate if the decedent died with no last will and testament; also known as an Heir

Estate

An ownership interest; the definition varies depending on the context; examples include real estate, trust estate, and probate estate

Executor

The court appointed representative of an estate where the decedent died with a last will and testament; similar to Administrator

Fiduciary

A general term referring to a person acting on behalf of another (the principal) where the person acting is obligated to act in the best interest of the principal; examples of fiduciaries are Administrators, Executors, and Trustees

Heir

A person who would inherit from a decedent's estate if the decedent died with no last will and testament; also known as a Distributee

Intestacy

When a person dies without leaving a last will and testament; such person is said to have died 'intestate'

Last will and testament 

A legal document that lists a person's wishes about what will happen to his or her property after death 

Proponent

A party who puts forth a document as valid; one who petitions to probate a last will 

Surrogate's Court 

A specialized court that deals with probate of wills, administration of estates, certain guardianships, and certain adoptions; also known as 'probate court'

Testacy

When a person dies with a last will and testament; such person is said to have died 'testate'

Testator

One who makes and executes a last will and testament

Trustee

One who acts on behalf of a trust

Daniel R. Antonelli
Representing trust & estate clients with an emphasis on estate litigation in the New York City Metro Area.
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