Not sure where to start? That is exactly what this appointment is for. Estate planning has a reputation for being complicated — but the fundamentals are straightforward once someone walks you through them. Russel Morgan, Esq. offers a focused 30-minute consultation designed for people who are new to the process.
What Is a NY Estate Plan, Exactly?
A complete New York estate plan is four coordinated documents:
| Document | What It Does | Key Law |
|---|---|---|
| Will | Directs who inherits your assets | EPTL §3-2.1 |
| Trust | Avoids probate or protects assets | EPTL Article 7 |
| Power of Attorney | Names someone to handle finances | GOL §5-1513 |
| Health Care Proxy | Names someone for medical decisions | NY Public Health Law Art. 29-C |
Each document serves a distinct role. A will alone is not enough — and a trust alone does not cover medical emergencies. The four work together as a system.
Why the Appointment Matters Before You Sign Anything
New York has specific execution rules. Under EPTL §3-2.1, a will requires two attesting witnesses and the testator must sign at the very end of the document. Skipping a step voids the will entirely. Your consultation is the right moment to ask questions, review your situation, and make sure nothing is missed before documents are drafted.
Statewide clients across NYC, Long Island, Westchester, the Hudson Valley, and Upstate New York are welcome — consultations are held remotely or in person.
Schedule your 30-minute appointment →
See also: NY Estate Planning Overview · NY Estate Tax Guide 2026 · NY Statewide Guide
Further reading from Morgan Legal Group: why estate planning is so important.