Licensed in New York

Estate planning for your family in New York.

I’ll help you choose who should care for your children, manage their inheritance, and make decisions if you cannot.

Your plan should fit your family and New York law.

I’ll learn how your family and assets are organized, explain what the choices do, and prepare the documents you need in New York.

Depending on your situation, the documents may include a revocable living trust, will, durable power of attorney, health care proxy and related directives, and related documents. The right combination depends on your family, assets, goals, and how property is titled.

When does the court become involved?

In New York, administration of a deceased person’s estate is handled in Surrogate’s Court, and a proceeding involving a will is called probate. A plan can make administration more predictable and may keep properly planned assets outside probate. No document can guarantee that a court will never be involved.

For parents, a will is also where guardian nominations are typically made. A court retains responsibility for appointing a guardian based on the child’s best interests, but your valid nomination gives the court important evidence of your choice.

What is different in New York?

Surrogate’s Court handles estate proceedings

New York uses a specialized Surrogate’s Court in each county for probate and estate administration. The county, property passing through the estate, and the original will can all matter to later administration.

New York uses distinct incapacity documents

A health care proxy addresses who may make health care decisions. A durable power of attorney addresses financial and practical authority. They are separate choices and have separate execution requirements.

Signing formalities matter

Wills, trusts, powers of attorney, and health care documents do not all use the same signing ceremony. Infinite Will coordinates the witnesses, notarization, and document-specific steps for the plan.

You can do the planning by video.

Start with a free 30-minute call with me. Tell me about your family, what prompted you to plan, and any deadline you have.
Work through the key decisions in a planning meeting. I explain each choice, and you can ask questions as we go.
Review the documents with me, complete the required signing, and meet with me again to identify the assets that should be coordinated with the trust.

Meetings are held by video. I coordinate the witnesses, notarization, and other formalities required for your documents and circumstances.

Read the state court’s public guidance

For general information about New York Surrogate’s Court, start with this official resource:

New York Courts: fiduciary responsibilities and probate

Tell me what you need to plan for in New York.

The introductory call is free. Tell me what prompted you to plan and ask the questions already on your mind.

Schedule a call