New York Estate Value Calculator

New York's new transfer-on-death deed took effect in July 2024 — but it doesn't reach every kind of home, since New York treats a co-op apartment as personal property, not real estate. Check each asset below to see what actually counts toward the probate estate.

EPTL § 6-2.2, RPL § 424, Banking Law § 675 FigureMyTax Editorial Team Free · no sign-up

What's in this estate?

For each asset the person owned, enter its value and how it's titled. We'll sort each one into the New York probate estate or outside it.

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New York probate estate (what a court oversees)
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Joint tenancy needs express words — usually

Under EPTL § 6-2.2, a disposition of real property to two or more people is presumed to create a tenancy in common — a "heavy presumption," according to New York courts — unless the deed expressly declares a joint tenancy. There's a genuine exception, though: a deed that describes unmarried grantees as "husband and wife" creates a joint tenancy by default, the opposite of the usual rule. See our full breakdown of New York joint tenancy rules, including a real case where that exact quirk decided who owned a house.

A brand-new transfer-on-death deed

New York enacted its first transfer-on-death deed law in 2024. Real Property Law § 424, effective July 19, 2024, lets an owner name a beneficiary who receives real estate automatically at death, outside probate — New York was one of the last major states to adopt this tool. It doesn't reach every kind of home, though: New York treats a co-op apartment as personal property, not real property, so a TOD deed can't be used for one. See our full guide to the New York TOD deed.

Bank accounts need the survivorship language

Under Banking Law § 675, a presumption of joint tenancy with right of survivorship arises only when the account's signature card actually shows that intent. Even then, the presumption can be challenged — New York courts have a well-developed body of case law on whether an account was really meant to pass to the survivor, or was set up purely for bill-paying convenience. See our guide to New York beneficiary and P.O.D. accounts.

Where this feeds into other New York calculators

The probate-estate total from this tool is the starting point for New York's probate cost and executor fee calculators, and for checking New York's small estate affidavit. New York does have a state estate tax on larger estates — see our New York Estate Tax Calculator for that separate calculation.

New York estate value — frequently asked questions

Does jointly owned real estate skip probate in New York?

Only if the deed expressly declares a joint tenancy. Under Estates, Powers and Trusts Law Section 6-2.2, a disposition of real property to two or more people is presumed to create a tenancy in common, with no survivorship, unless expressly declared a joint tenancy.

Does New York have a transfer on death deed?

Yes, as of a recently enacted law. Real Property Law Section 424, effective July 19, 2024, lets an owner record a deed naming a beneficiary who receives real estate automatically at death, outside probate — New York was one of the last major states to adopt this tool.

Does a New York transfer on death deed apply to a co-op apartment?

No. New York law treats a cooperative apartment as intangible personal property rather than real property, so the transfer on death deed — which applies only to real property — does not cover a co-op unit.

Does a New York transfer on death deed override a surviving joint owner's right of survivorship?

No. If the property is owned jointly with a right of survivorship and another owner outlives the transferor, the surviving joint owner gets the property instead. The deed only becomes effective if the transferor turns out to be the last surviving joint owner.

Does a joint bank account automatically pass to the survivor in New York?

Only if the signature card includes survivorship language. Under Banking Law Section 675, a presumption of joint tenancy with right of survivorship arises when the account's signature card shows that intent — without it, the presumption does not apply.

This calculator provides an estimate for general guidance only and is not legal advice. Figures are based on New York statute (EPTL § 6-2.2, RPL § 424, Banking Law § 675) verified per our methodology. How a specific asset is actually classified depends on its full paperwork, account agreement, or deed language. Confirm with the county Clerk or a licensed New York attorney before acting.