Getting the right trust in place takes more than signing a document — it takes a clear plan matched to New York law. Use this checklist to prepare before your consultation, then book a call with Russel Morgan, Esq. at Morgan Legal Group.
Your Pre-Consultation Checklist
Before you meet with us, gather the following:
| Step | What to Prepare |
|---|---|
| 1. Goals | Probate avoidance? Medicaid planning? Estate-tax reduction? |
| 2. Asset inventory | Real property, bank accounts, investment accounts, business interests |
| 3. Beneficiary list | Names, ages, and any special needs (see Special Needs Trusts) |
| 4. Current documents | Existing will, power of attorney, prior trusts |
| 5. Estate value estimate | Note the 2026 NY exclusion is $7,350,000 (cliff at $7,717,500 under EPTL) |
What We Will Cover
During your 30-minute call we will match your facts to the right structure — a revocable living trust, an irrevocable trust for tax or Medicaid planning (subject to the 5-year look-back), or a supplemental needs trust under EPTL § 7-1.12. We will also explain how a trust compares to a will and what trust administration looks like under New York’s prudent-investor standard (EPTL Article 11-A).
Book Your Free 30-Minute Consultation →
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
Further reading from Morgan Legal Group: .