Estate Planning in New York
Community Property: NoSmall Estate Threshold: $50,000
New York has specific requirements for each type of estate planning document. Select a document type below to see detailed requirements, costs, and step-by-step instructions.
New York Estate Planning Documents
Will
A legal document that outlines how you want your assets distributed and your affairs handled after you pass away.
2 witnessesNo notarization neededLast Will and Testament
Healthcare Directive
A legal document that specifies your wishes for medical treatment if you become unable to communicate your decisions.
2 witnessesNo notarization neededHealth Care Proxy
Power of Attorney
A legal document that grants someone you trust the authority to act on your behalf for financial or legal matters.
2 witnessesNotarization requiredPower of Attorney (Statutory Short Form)
Living Trust
A legal arrangement where you transfer assets into a trust during your lifetime, allowing them to pass to beneficiaries without probate.
0 witnessesNo notarization neededRevocable Living Trust (Lifetime Trust)