Estate planning is most powerful when you act on a clear checklist. Before you schedule, know exactly what to bring and what to expect.
Your Pre-Consultation Checklist
Use this to walk in prepared — every item shapes the documents we draft:
| Step | What to Gather | Why It Matters |
|---|---|---|
| 1 | List of assets (real estate, accounts, retirement, business interests) | Determines whether a revocable trust (EPTL Article 7) can bypass probate |
| 2 | Names of intended beneficiaries and guardians | Required for a valid will under EPTL §3-2.1 |
| 3 | Trusted person for financial decisions | Needed to draft your durable Power of Attorney (GOL §5-1513, 2021 short form) |
| 4 | Trusted person for medical decisions | Names your Health Care Proxy agent under NY Public Health Law Article 29-C |
| 5 | Estimated gross estate value | Determines cliff exposure — estates above $7,717,500 lose the full 2026 NY exemption |
What Happens After You Book
A complete NY estate plan (overview here) coordinates your will, trust, Power of Attorney, and Health Care Proxy as a single, conflict-free package. Russel Morgan, Esq. reviews your situation, identifies gaps, and delivers a roadmap — whether you are in New York City, Long Island, Westchester, the Hudson Valley, or Upstate (statewide service details).
Ready to protect what you’ve built?
Schedule your 30-minute consultation →
Further reading from Morgan Legal Group: the New York estate planning guide.