The fastest way to protect your estate is to sit down with an attorney who will draft your will correctly the first time. Under EPTL §3-2.1, every New York will must meet strict execution formalities — and a drafting error discovered after death cannot be corrected.
What Happens in 30 Minutes
A free consultation with Russel Morgan, Esq. covers the essentials so your will can move straight from conversation to a properly executed document:
| Agenda Item | Why It Matters |
|---|---|
| Review your assets and beneficiaries | Determines whether a simple will or pour-over structure fits best |
| Identify your executor and guardians | EPTL §3-2.1 requirements begin with your nominations |
| Flag NY estate tax exposure | 2026 basic exclusion is $7,350,000; estates above the 105% cliff ($7,717,500) lose the entire exemption |
| Explain witness and publication rules | Testator must declare the will and request two attesting witnesses — both must sign within a single 30-day period |
| Discuss living will vs. last will | An advance directive governs end-of-life care; your last will governs asset distribution — both belong in a complete plan |
Why Drafting Precision Is Non-Negotiable
A will that skips the publication requirement or lacks proper witness addresses is invalid under New York law. Without a valid will, EPTL Article 4 controls who inherits — and New York’s intestacy order rarely matches what people actually want.
Morgan Legal Group serves clients across all of New York State, drafting wills built to survive probate scrutiny.
Reserve Your Appointment
Choose a time that works for you. The consultation is free, fully confidential, and focused entirely on your estate plan.
Schedule a Free 30-Minute Consultation →
Further reading from Morgan Legal Group: New York will execution requirements.