Estate planning does not have to be overwhelming. Whether you are making your first will or coordinating a full plan across multiple documents, Morgan Legal Group is here to walk you through every step — clearly and without unnecessary complexity.
What Your First Consultation Covers
A complete New York estate plan typically includes four coordinated documents. Here is what to expect us to discuss:
| Document | NY Law | What It Does |
|---|---|---|
| Will | EPTL §3-2.1 | Names your beneficiaries; requires two witnesses |
| Revocable or Irrevocable Trust | EPTL Article 7 | Avoids probate; irrevocable trusts can protect assets and address Medicaid’s 5-year look-back |
| Durable Power of Attorney | GOL §5-1513 | Covers financial decisions; durable by default under the 2021 statutory form |
| Health Care Proxy | NY Public Health Law Art. 29-C | Names an agent for medical decisions — separate from your financial POA |
If your estate may approach the 2026 New York exclusion of $7,350,000, we will also cover the cliff threshold at $7,717,500 — where an estate above that amount loses the entire exemption and is taxed from dollar one at rates of 3–16%.
Schedule Your Free 30-Minute Call
Book a consultation with Russel Morgan, Esq. →
Morgan Legal Group serves clients throughout New York State — including New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York. See our NY statewide guide and estate planning overview to learn more before your call.
Further reading from Morgan Legal Group: the New York estate planning guide.