Wills & Trust Attorney
in New York

Protect your family and secure your future with a clear, legally sound estate plan. We help you create or update wills and trusts that protect your assets and ensure your wishes are followed.

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Why It Matters

New York law decides — unless you do

Without an estate plan, the state decides how your assets are distributed, often causing delays, added costs, and outcomes that may not reflect your wishes. A plan gives you control, protects your family, and ensures your care.

Who receives your assets and when
Who manages your financial affairs
Who makes decisions if you become incapacitated
Who cares for minor children

What We Prepare

Your complete estate plan

We ensure all documents work together seamlessly for asset protection, family security, and incapacity planning — with nothing left to chance.

Last Will and Testament

Power of Attorney

Revocable Living Trust

Health Care Proxy

Our Process

Simple, guided, and done right

Initial Consultation

We begin by listening — understanding your family, your goals, and what matters most to you.

Tailored Strategy

We design an estate plan specific to your situation — never a template, always personalized.

Document Preparation

We draft all documents to meet New York's legal requirements, clearly and completely.

Ongoing Support

Life changes. We help you review and update your plan as your family and circumstances evolve.

Who We Serve

This service is for you if…

You want to create or update a will or trust
You want to avoid the probate process
You need to protect children or named beneficiaries
You are planning ahead for incapacity
Your family or financial situation has recently changed

When to Update

You should review your plan after any of the following:

Marriage, divorce, or remarriage
Birth or adoption of a child or grandchild
Death of a beneficiary or named executor
Significant changes to your finances or property
Moving to a new state or country

Common Questions

Wills and Trust in New York,
Plainly Answered.

Yes, both wills and trusts are legal in New York. A will must meet specific legal requirements, including being signed and witnessed, while a trust must be properly created and funded to be valid. When done correctly, both are enforceable under New York law and are commonly used in estate planning.
The cost to create a trust in New York City typically ranges from $1,500 to $5,000 or more, depending on the complexity of the estate and the type of trust. Simple revocable trusts cost less, while more advanced planning involving multiple assets or tax strategies can increase the price.
The best lawyer for wills is an estate planning attorney or a wills and trusts attorney. These lawyers focus on drafting wills, creating trusts, and structuring estate plans to ensure your assets are protected and distributed according to your wishes.
In many cases, yes, placing bank accounts in a trust can help avoid probate and allow for smoother asset transfer. However, it depends on your situation, as some accounts may be better handled with beneficiary designations instead. A wills and trust attorney can help determine the best approach.
Certain assets generally should not or cannot be placed in a trust, including:
- Retirement accounts like IRAs and 401(k)s (these should have named beneficiaries instead)
- Health savings accounts (HSAs)
- Some jointly owned property without proper structuring
- Assets that are not retitled into the trust
Proper planning is important to ensure assets are handled correctly and aligned with your estate plan.