Most New Yorkers don’t need just a signature page. They need a trusted adviser who asks the right questions first: Who should serve as executor? Should a trust replace or supplement your will? What happens if your first choice of guardian is unavailable?
At Morgan Legal Group, we treat every engagement as a structured advisory process before a single word is drafted.
What a Will Consultation Covers
| Topic | Why It Matters |
|---|---|
| Execution rules under EPTL §3-2.1 | Two witnesses, publication, and the testator’s end-signature are mandatory |
| Fiduciary selection | Choosing executors and trustees who can actually serve — and successors if they can’t |
| Intestacy risk under EPTL Article 4 | Dying without a valid will hands control to the state’s default distribution rules |
| Spousal right of election (EPTL §5-1.1-A) | A surviving spouse may claim a minimum share regardless of will terms |
| Living will vs. property will | These are entirely separate instruments — see our living will page |
Services We Advise On
We guide clients across New York City, Long Island, Westchester, the Hudson Valley, and Upstate NY on will drafting, NY execution requirements, will execution ceremonies, codicils and amendments, and intestacy planning.
Book Your Advisory Session
Schedule a 30-minute consultation with Russel Morgan, Esq.
Further reading from Morgan Legal Group: key things to know about writing a will.