Most people tackle estate planning in fragments — a will here, a health-care directive there — and leave critical gaps. At Morgan Legal Group, a single consultation is designed to assess your entire New York plan: valid execution under EPTL §3-2.1, intestacy exposure under EPTL Article 4, spousal rights under EPTL §5-1.1-A, and everything in between.
We serve clients across New York State — New York City, Long Island, Westchester, the Hudson Valley, and Upstate.
What One Appointment Covers
| Area | Why It Matters |
|---|---|
| Will drafting & requirements | EPTL §3-2.1 mandates signature at the end of the will, two attesting witnesses, and publication |
| Execution ceremony | Both witnesses must sign within one 30-day period and add their residence addresses |
| Codicils & amendments | Updates must meet the same formalities as the original will |
| Living will | A separate health-care document — legally distinct from your property will |
| Intestacy if you die without a will | EPTL Article 4 controls; assets may pass contrary to your wishes |
| Spousal right of election | A surviving spouse may claim a statutory minimum share regardless of will terms |
Why “Total” Planning Matters
A will takes effect only at death and must be admitted to Surrogate’s Court probate. Gaps discovered after death cannot be corrected. One comprehensive appointment closes every opening before it becomes a problem.
Ready to cover every base? Schedule your 30-minute consultation with Russel Morgan, Esq.
See also: Will Drafting Overview
Further reading from Morgan Legal Group: New York will execution requirements.