New York Guides
New York Advance Directive & Living Will Kit
Coming SoonNew York Basic Estate Planning Kit
Coming SoonNew York Power of Attorney Kit
Coming SoonGeneral Resources
These guides work no matter where you live:
Articles for New York
Best Resource for New York Estates Near the $7.35 Million Tax Cliff
If your New York estate is between $7.35M and $7.72M, the wrong move costs $700,000+. Here's what resources actually help you navigate the cliff.
How to Settle an Estate in New York Without a Lawyer
Step-by-step guide to settling a New York estate without a lawyer. Covers Voluntary Administration, non-probate assets, creditor rules, and key forms.
Alternatives to Hiring a CPA for New York Estate Tax Returns
Five ways to handle New York estate tax returns without paying $1,500-$5,000 for a CPA — from self-service guides to tax software to free IRS resource…
How to Protect a New York Estate from Medicaid Estate Recovery
New York is a probate-only Medicaid recovery state. Learn which assets are protected, which are exposed, and how the executor should handle a MERP cla…
Best Survivor Benefits Resource for Out-of-State Executors Handling a New York Estate
Managing a New York estate from another state means navigating Surrogate's Court, NYSLRS, NYCERS, and the ET-117 lien release remotely. The right reso…
Best Probate Guide for Managing a New York Estate from Out of State
How to handle New York probate when you live in another state. NYSCEF e-filing, county-specific rules, remote administration, and when you need local …
How to Protect a Prepaid Funeral Trust from Medicaid in New York
An irrevocable preneed funeral trust under GBL § 453 is excluded from Medicaid resource calculations in New York. A revocable trust is not. Here's the…
New York Estate Settlement Guide vs. Probate Attorney: Which Do You Need?
Compare a New York estate settlement guide against hiring a probate attorney. Learn which approach fits your estate size, timeline, and budget.
New York Estate Tax Guide vs. Hiring an Estate Attorney: Which Do You Actually Need?
Compare using a self-service New York estate tax guide against hiring a $400/hour estate attorney — who needs which, and when both make sense together…
How to Claim All New York Survivor Benefits Without Hiring an Estate Attorney
Most NY survivor benefits — Social Security, NYSLRS, NYCERS, workers comp, Enhanced STAR, SCPA 1310 — are administrative filings, not legal proceeding…