Tools To Help You Start

We publish working tools — not marketing material — that help families think through legal decisions before, during, and after retaining counsel. Use what is helpful; ignore what is not.

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Section 1

Estate Planning

Asset inventory worksheet — list everything that needs to pass to beneficiaries
Beneficiary questionnaire — gather what your attorney will ask
Document checklist — what to bring to your first estate planning consultation
Annual estate plan review checklist — life events that should trigger an update

Section 2

Probate

Executor's first 30 days — what must happen and when
Probate timeline calculator — typical durations by county and estate complexity
Creditor notice requirements — SCPA § 1801 publication schedule
Estate accounting templates — informal and judicial accounting

Section 3

Medicaid & Elder Law

Medicaid income/resource limits — 2026 New York figures
60-month look-back rule — what counts and what does not
Medicaid asset protection trust (MAPT) overview
Long-term care cost calculator — NYC market rates

Section 4

Glossary & FAQ

See our /glossary-of-legal-terms/ page for plain-English definitions of every term in estate, probate, elder law, and family law work. Each practice-area hub page also has a 10-question FAQ specific to that practice.