Your proposed course of action seems reasonable and plausible, under the circumstances. The only thing you appear to be lacking is an attorney that can assist you in getting things done the way that you need them to be. If you do not know who to turn to, you can click the "find a lawyer" link at the bottom of the screen, enter probate litigation and NY, NY. That will help you get started.
Best of luck to you and best wishes for a successful outcome!
***Please be sure to mark if you find the answer "helpful" or a "best" answer. Thank you! I hope this helps. ***************************************** LEGAL DISCLAIMER I am licensed to practice law in the State of Michigan and have offices in Wayne and Ingham Counties. My practice is focused in the areas of estate planning and probate administration. I am ethically required to state that the above answer does not create an attorney/client relationship. These responses should be considered general legal education and are intended to provide general information about the question asked. Frequently, the question does not include important facts that, if known, could significantly change the answer. Information provided on this site should not be used as a substitute for competent legal advice from a licensed attorney that practices in your state. The law changes frequently and varies from state to state. If I refer to your state's laws, you should not rely on what I say; I just did a quick Internet search and found something that looked relevant that I hoped you would find helpful. You should verify and confirm any information provided with an attorney licensed in your state. I hope you our answer helpful!
You will need your own attorney to accomplish your objectives.
No one can help you but to advise you be represented by local counsel.
The answer given does not imply that an attorney-client relationship has been established and your best course of action is to have legal representation in this matter.
Consult with an experienced local probate lawyer immediately.
If this answer is helpful, then please mark the helpful button. If this is the best answer, then please indicate it. Thanks. For further information you should see an attorney and discuss the matter completely. If you are in the New York City area, then you can reach me during normal business hours at 718 329 9500 or www.mynewyorkcitylawyer.com.