Morgan Legal Group, led by Russel Morgan, Esq., prepares the full range of estate-planning instruments for clients throughout New York State — from New York City and Long Island to Westchester, the Hudson Valley, and Upstate communities.
Documents We Prepare
Every estate plan is built around your specific goals. Our services span:
| Document | Key Purpose |
|---|---|
| Last Will & Testament | Direct asset distribution; governed by EPTL §3-2.1 |
| Codicils & Amendments | Modify an existing will without full redrafting |
| Living Will / Health-Care Proxy | End-of-life healthcare directives — a separate document from your property will |
Why Proper Execution Matters
Under EPTL §3-2.1, a New York will must be signed at the end by the testator, declared as their will (publication), and witnessed by at least two attesting witnesses — each signing at the testator’s request within a 30-day period. A will only takes effect at death and must be admitted to probate in Surrogate’s Court.
Without a valid will, EPTL Article 4 governs distribution to next of kin — often not what you would have chosen. A surviving spouse may also assert a right of election under EPTL §5-1.1-A regardless of what a will provides.
Learn more about NY will requirements, execution formalities, or what happens without a will.
Schedule a consultation with Russel Morgan, Esq.
Further reading from Morgan Legal Group: key things to know about writing a will.