Knowing you need an estate plan is not enough — the next 30 minutes you spend preparing will make your attorney consultation dramatically more productive. Use this checklist before you book.
Your Pre-Consultation Checklist
Gather before you call or meet:
| Item | Why It Matters |
|---|---|
| Estimated asset value (all accounts, real estate, retirement) | Determines whether NY’s 2026 exclusion of $7,350,000 — or the cliff at $7,717,500 — affects you |
| Names of intended beneficiaries | Required to draft any trust or will |
| List of beneficiaries with disabilities | Flags the need for a Special Needs Trust under EPTL § 7-1.12 |
| Whether you own property in multiple states | Drives the revocable living trust vs. will decision |
| Any prior trusts, wills, or powers of attorney | Avoids duplicate or conflicting instruments |
What Happens Next
- Book a 30-minute call with Russel Morgan, Esq. via the link below.
- Review your goals — probate avoidance, trust administration, tax planning, or Medicaid look-back strategy under an irrevocable trust.
- Receive a tailored plan — governed by NY EPTL Article 7 and drafted for your county, whether you are in New York City, Long Island, Westchester, the Hudson Valley, or Upstate New York.
Schedule Your Free Consultation →
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
Further reading from Morgan Legal Group: .