The first draft of your will is the most important document you will ever put your name to. Morgan Legal Group, led by Russel Morgan, Esq., helps New Yorkers across the state transform that blank page into a legally binding, EPTL-compliant instrument — before intestacy law under EPTL Article 4 writes it for them.
What We Cover in Your Free 30-Minute Consultation
| Topic | Why It Matters in 2026 |
|---|---|
| Execution requirements | Under EPTL §3-2.1, your will must be signed at its end, declared to two attesting witnesses, and witnessed within a single 30-day period |
| Codicil vs. full redraft | A codicil amending an existing will must meet the same §3-2.1 formalities — a handwritten note is not enough |
| Estate tax exposure | NY’s 2026 basic exclusion is $7,350,000; estates exceeding the cliff at $7,717,500 lose the entire exemption and are taxed from dollar one at rates up to 16% |
| Advance directives | A living will (healthcare proxy / end-of-life directive) is legally distinct from your last will and testament — both deserve attention |
Who Should Reach Out
- New Yorkers without a current, validly executed will
- Anyone whose estate may approach the $7.35 M NY exclusion threshold
- Individuals with blended families, minor children, or out-of-state assets
- Executors and trustees needing guidance on an existing instrument
Schedule Your Free Consultation
Every well-drafted will begins with a conversation. Book a complimentary 30-minute session with Russel Morgan, Esq., and arrive knowing exactly what your first draft needs.
Book Your Free 30-Minute Consultation →
Morgan Legal Group serves clients statewide across New York.
Further reading from Morgan Legal Group: key things to know about writing a will.