Knowing you need a trust is step one. The steps below turn that intention into a legally sound document — fast. Morgan Legal Group serves clients across New York State, from New York City and Long Island to Westchester, the Hudson Valley, and Upstate.
Your Pre-Appointment Checklist
Before your call with attorney Russel Morgan, Esq., gather the following:
| Item | Why It Matters |
|---|---|
| Asset inventory (real property, accounts, business interests) | Determines whether a revocable living trust or irrevocable trust fits your goals |
| Estimated estate value vs. NY 2026 exclusion ($7,350,000) | Estates above the cliff at $7,717,500 lose the entire NY exemption (EPTL Art. 7) |
| Names of intended trustees and beneficiaries | Triggers fiduciary-duty analysis under EPTL Article 11-A (prudent-investor standard) |
| Any beneficiary with a disability | May require a Supplemental Needs Trust under EPTL 7-1.12 to protect Medicaid/SSI eligibility |
| Existing will or estate plan | Clarifies trust vs. will priorities and probate-avoidance strategy |
What Happens at Your Consultation
During a focused 30-minute session, Russel Morgan reviews your checklist, identifies whether a revocable or irrevocable structure serves your goals, and outlines trust administration responsibilities for your chosen trustee. You leave with a clear action plan — not a sales pitch.
Book your appointment now and take the next concrete step toward protecting your estate under New York law.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
Further reading from Morgan Legal Group: .