Planning Your Estate 101: What Documents an Estate Planning Lawyer Will Help You Fill Out

Estate Planning Lawyer

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Planning Your Estate 101: Essential Documents Explained

Estate planning can seem overwhelming, but it becomes a straightforward process with the right guidance from a skilled attorney. At Morgan Legal Group in New York City, we ensure that all essential estate planning documents are meticulously crafted to meet your specific needs and circumstances.

Last Will and Testament

Your Last Will and Testament dictates how your assets should be distributed upon death, making it the cornerstone of any estate plan. We’ll help you understand the legal requirements in New York and ensure your will is legally binding.

Durable Power of Attorney

A Durable Power of Attorney allows you to appoint someone to manage your financial affairs if you become incapacitated. We guide you through choosing a reliable agent and outline the powers granted to them under New York law.

Health Care Proxy

This document lets you appoint a trusted person to make medical decisions on your behalf if you’re unable to do so yourself. We’ll discuss how this plays a critical role in your healthcare planning.

Living Will

A Living Will specifies your wishes regarding life-sustaining treatment if you’re terminally ill or permanently unconscious. We’ll help you draft a document communicating your healthcare desires clearly and effectively.

Revocable Living Trust

For those interested in avoiding probate, a Revocable Living Trust can be invaluable. We explain how it works, its benefits, and its operation under New York law, ensuring your assets are managed according to your wishes both during and after your lifetime.

Beneficiary Designations

Often overlooked, beneficiary designations on financial accounts and life insurance policies are crucial. We’ll review these designations with you to ensure they align with the broader goals of your estate plan.

Letter of Intent

This document provides instructions on how you want your personal affairs handled after your death or if you become incapacitated. While not legally binding, it can be a valuable guide for your loved ones and executors.

Digital Asset Management

As technology evolves, managing digital assets becomes more critical. We discuss how to secure digital property, such as social media accounts and online bank accounts, in your estate plan.

Estate Plan Review and Updates

An estate plan is not a one-time document but a living set of instructions that should evolve with your life circumstances. We emphasize the importance of regular reviews and adjustments to ensure your estate plan remains effective.

How Morgan Legal Group Facilitates the Process

Detail the comprehensive support provided by Morgan Legal Group in creating and maintaining your estate plan, from initial consultations to executing and updating your documents.

Conclusion: Securing Your Legacy

Summarize the importance of having a well-structured estate plan in place and invite readers to contact Morgan Legal Group to start their estate planning journey with a firm that understands and respects the nuances of New York State law.

If you have never worked with an estate planning lawyer before, you may not be sure how they can help you or what they do. No matter your age, health situation, or financial status, an estate plan is necessary, and it is best to create one now so that you know your wishes and desires will be fulfilled.

One of the biggest disadvantages of not having an estate plan in place is that you will not have any say in what happens to your assets and items in the event you unexpectedly pass away. Without an estate plan, the state will decide where your assets go.

Besides deciding where your assets go, one of the biggest upsides to having an estate plan is that you can change it at any time, and you are not locked into any decision you previously made.

If you would like to schedule a consultation with an estate planning lawyer in NYC, now is the time to reach out to us. We are here to help you!

Documents You Can Expect Your Estate Planning Lawyer to Help With

Several types of documents can be executed under the estate planning umbrella. Below, we will discuss those documents.


A trust is a way for you to transfer your assets to someone you designate as the trustee. For example, if you want your grandson to receive your wealth when you pass, you can set up a trust in his name.

Trusts are a nice option because they keep your assets out of probate court, and they can help you continue to provide for someone while you are gone financially.

There are multiple types of trusts, and an estate planning lawyer can help you decide which one is best.


One of the most popularly known documents is the will. There is no right or wrong age to have a will; however, you will want one.

A will is a document that describes how you want your property distributed when you pass away. You will assign an executor to your will, who will ensure that the will is followed and your wishes are honored.

Many people create, at minimum, a will to ensure that their minor children will be taken care of, should something happen. Without a will, current law would determine where the children go.

Healthcare Documents

Health care documents are completed when you plan your estate and they can include advanced directives, health care proxy, and similar.

These types of documents will help dictate and guide medical professionals on how you want medical situations handled. These documents will also name someone whom you trust to oversee your medical care and make medical decisions on your behalf.

Power of Attorney

The power of attorney document spells out who will act on your behalf and manage your affairs when you are unable to make decisions for yourself.

DISCLAIMER: The information provided in this blog is for informational purposes only and should not be considered legal advice. The content of this blog may not reflect the most current legal developments. No attorney-client relationship is formed by reading this blog or contacting Morgan Legal Group.

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