Getting a valid will in place is one of the most concrete legal steps you can take for your family. Under NY EPTL §3-2.1, a New York will must meet strict execution requirements — two attesting witnesses, testator signature at the end, and proper publication — so professional guidance matters.
Your Pre-Consultation Checklist
Before your first meeting with Morgan Legal Group, gather the following:
| Item | Why It Matters |
|---|---|
| Full legal names & addresses of intended beneficiaries | Required for precise drafting |
| Names of proposed executor(s) and alternates | Executor signs paperwork in Surrogate’s Court |
| Asset inventory (real estate, accounts, personal property) | Shapes distribution and potential tax planning |
| Names of at least two prospective witnesses | Must be disinterested adults who can sign within the same 30-day period |
| Any existing health-care proxy or living will | A separate end-of-life document — not a property will — but important context |
| Prior will or codicil, if any | May need revocation or updating |
If you have no will, New York’s intestacy rules (EPTL Article 4) determine who inherits — which may not reflect your wishes. Married? A surviving spouse may also exercise their elective share under EPTL §5-1.1-A regardless of what any will provides.
Schedule Your Consultation
Book a 30-minute call with Russel Morgan, Esq. →
Morgan Legal Group serves clients across New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York. We guide you from the first conversation through execution and beyond.
Further reading from Morgan Legal Group: key things to know about writing a will.