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New York estate planning
Home→States→New York

New York Estate Planning: Free Wills, Trusts & Calculators

The Empire State

Discover New York estate planning resources including FREE document templates, probate calculators, and educational content about the Empire State's unique requirements.

What Makes New York Different

Like all states, New York recognizes formally executed wills and living trusts as valid estate planning tools. A standard will here requires 2 adult witnesses, and adding a notarized self-proving affidavit can streamline the probate process later.

Financial powers of attorney here require both two witnesses and a notary, making New York one of the stricter states for these documents. Plan to execute yours at a bank or attorney's office where you can satisfy all requirements at once.

If you die without a will in New York, your heirs must survive you by at least 5 days to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident. New York uses "per capita at each generation" distribution when dividing assets among descendants. This modern approach ensures that grandchildren whose parent predeceased you share equally with other grandchildren, rather than splitting only their parent's portion.

Unlike states with formal independent administration statutes (such as California and Texas), New York doesn't offer a simplified procedure for executors to petition for reduced court oversight. However, executors typically have statutory authority to manage routine estate matters. For families looking to avoid probate court involvement entirely, a revocable living trust remains the most reliable option.

Find Your County's Probate Court

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Each county in New York handles probate matters through its local court system. Click on any county to view specific court contact information, judges, filing procedures, and local requirements.

New York Estate Law

Probate costs, will requirements, trust laws, and more. Compare with other states.

Explore

New York Estate Planning Forms

Pick what's right for you. Free for New York.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Last Will and Testament

Name your heirs, guardians, and final wishes. Free for every state.

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Free

Pour-Over Will

Catch anything outside your trust. Pairs with your revocable trust.

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Free

Healthcare Power of Attorney

Name someone to make medical decisions if you can't.

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Free

Financial Power of Attorney

Name someone to manage your finances if you can't.

Get Started

New York Tools & Calculators

Run the numbers for New York for free.

How Much Does Probate Cost in New York?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

Use Calculator

How Much Can an Executor Charge in New York?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

Use Calculator

Who Inherits Without a Will in New York?

Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.

Use Calculator

What's Fair Trustee Compensation in New York?

Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.

Use Calculator

How Much Are Estate & Inheritance Taxes in New York?

Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.

Use Calculator

How Many Death Certificates Do I Need in New York?

Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.

Use Calculator

Do I Need Probate in New York?

Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.

Check Now

What Does Estate Planning Actually Cost in New York?

See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.

Compare Costs

How Much Does a Revocable Living Trust Cost in New York?

Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.

Compare Costs

How Much Does a Will Cost in New York?

Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.

Compare Costs

How Much Life Insurance Do I Need in New York?

Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.

Use Calculator

I'm Inheriting - What Should I Expect in New York?

Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.

Learn More

Are My Beneficiary Designations Protected in New York?

See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.

Check Now

What Are the Estate Laws in My State in New York?

Understand your state's estate planning landscape. See will execution requirements, probate procedures, trust administration rules, and what happens if you die without a plan.

Check Your State

How Do Trust Laws Differ Between States in New York?

See side-by-side differences in trust execution requirements, remote notarization, transfer-on-death deeds, and administration rules. Calculate settlement costs for each state.

Compare States

How Do I Sign Estate Documents in New York?

Understand what you need to execute your estate planning documents. Check witness requirements, notarization rules, and whether you can sign remotely via video call (RON).

Check Requirements

Will My Estate Documents Transfer in New York?

Moving states? Find out if your will, trust, healthcare proxy, or power of attorney will be recognized in your new state. See the legal basis for interstate recognition and any potential issues.

Check Portability

Do I Need a Revocable Trust in New York?

Answer questions about your estate size, real estate, family situation, and privacy preferences to see how a revocable trust compares to a will alone.

Take the Quiz

Can I Self-File Probate in New York?

Get a score-based recommendation on whether self-filing probate is right for your situation. See estimated savings vs. hiring an attorney and get a step-by-step checklist.

Check Now

Do I Need a Trust or Will in New York?

Compare trusts vs wills for your specific situation. See probate costs, trust administration expenses, and whether your estate qualifies for simplified procedures based on your state and estate value.

Compare Options

How Do I Settle an Estate in New York?

Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.

Get Checklist

What Are My Duties as Trustee in New York?

Step-by-step guide for successor trustees administering a trust. Understand your duties, notification deadlines, and asset management responsibilities.

Get Checklist

What Are My Duties as Executor in New York?

Complete guide for executors and personal representatives navigating probate. Court filings, creditor claims, and distribution timelines.

Get Checklist

New York Estate Attorneys

Find estate planning attorneys in New York by practice area.

New York Estate Planning Attorneys

58 firms

New York Estate Administration Attorneys

61 firms

New York Trust Administration Attorneys

21 firms

New York Trust Litigation Attorneys

8 firms

New York Elder Law Attorneys

39 firms

New York Tax Planning Attorneys

10 firms

New York Guardianship Attorneys

12 firms

New York Asset Protection Attorneys

5 firms

Financial Institutions in New York

Banks, brokerages, and credit unions serving New York.

Affinity Federal

Affinity Federal logo

Credit Union serving New Jersey, New York and Connecticut

Affinity Federal

Bank of Hope

Bank of Hope logo

Bank serving the Southeast, West, and more

Bank of Hope

Bank OZK

Bank OZK logo

Bank serving the Southeast, Southwest, and more

Bank OZK

Beacon Bank

Beacon Bank logo

Bank serving the Northeast

Beacon Bank

Brooklyn Coop

Brooklyn Coop logo

Credit Union serving New York

Brooklyn Coop

Cathay Bank

Cathay Bank logo

Bank serving the Northeast, West, and more

Cathay Bank

Citizens Bank

Citizens Bank logo

Bank serving the Northeast, Southeast, and more

Citizens Bank

City National

City National logo

Bank serving the Southeast, West, and more

City National

Customers Bank

C

Bank serving the Northeast, Southeast, and more

Customers Bank

D.A. Davidson

D.A. Davidson logo

Brokerage serving the West, Midwest, and more

D.A. Davidson

East West Bank

East West Bank logo

Bank serving the West, Northeast, and more

East West Bank

ESL Federal CU

ESL Federal CU logo

Credit Union serving New York

ESL Federal CU

First Horizon

First Horizon logo

Bank serving the Southeast, Northeast, and more

First Horizon

Flagstar Bank

Flagstar Bank logo

Bank serving the Midwest, Northeast, and more

Flagstar Bank

HSBC

HSBC logo

Bank serving the Northeast, West, and more

HSBC

KeyBank

KeyBank logo

Bank serving the West, Northeast, and more

KeyBank

New York Estate Planning Articles

Understand New York's probate process, trust options, and asset protection through comprehensive educational articles.

Cost of Probate in New York: Fees and Expenses

Cost of Probate in New York: Fees and Expenses

NY probate costs range from thousands to tens of thousands of dollars.
Estate Planning
SimplyTrustSimplyTrust EditorialFebruary 17, 2026
About Revocable Trusts in New York Versus Nevada

About Revocable Trusts in New York Versus Nevada

Discover key differences between establishing revocable trusts in New York and Nevada, focusing on tax implications, asset protection, and more.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 1, 2025
Inheritance Tax in New York: Why It Doesn’t Exist

Inheritance Tax in New York: Why It Doesn’t Exist

Understand why New York imposes no inheritance tax and what it means for estate planning within the state.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 1, 2025
New York Estate Tax and How the “Cliff” Works

New York Estate Tax and How the “Cliff” Works

Learn about New York’s estate tax, why it exists, and how to manage the “cliff” effect for better estate planning.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 1, 2025

New York Estate Planning News

Track New York estate planning updates including new legislation, judicial rulings, and Empire State tax modifications.

Understanding Inheritance Tax: What You Need to Know

Understanding Inheritance Tax: What You Need to Know

Explore the complexities of inheritance tax and how it affects your estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 26, 2026
New York City’s Proposed 9.5% Real Estate Tax Hike

New York City’s Proposed 9.5% Real Estate Tax Hike

New York City’s proposed 9.5% real estate tax hike could reshape estate planning for many. Discover the implications for property owners.
News
SimplyTrustSimplyTrust EditorialFebruary 25, 2026
Recent Updates in Estate Planning Law You Should Know

Recent Updates in Estate Planning Law You Should Know

Discover the latest changes in estate planning laws that could impact your financial future!
News
SimplyTrustSimplyTrust EditorialFebruary 23, 2026
New Strategies for Effective Wealth Transfer in 2023

New Strategies for Effective Wealth Transfer in 2023

Explore new strategies for effective wealth transfer in 2023.
News
SimplyTrustSimplyTrust EditorialFebruary 18, 2026
Key Updates in Estate Planning Law for 2026

Key Updates in Estate Planning Law for 2026

Discover the essential updates in estate planning law for 2026 that could impact your financial future.
News
SimplyTrustSimplyTrust EditorialFebruary 14, 2026
Navigating the Emotional Landscape of Estate Planning

Navigating the Emotional Landscape of Estate Planning

Explore how estate planning can impact family relationships and learn to navigate emotional complexities.
News
SimplyTrustSimplyTrust EditorialFebruary 12, 2026
New Estate Planning Changes from the One Big Beautiful Bill

New Estate Planning Changes from the One Big Beautiful Bill

Discover the latest changes in estate planning law affecting you!
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
2026 Estate Planning Tax Updates: What You Need to Know

2026 Estate Planning Tax Updates: What You Need to Know

Discover the key estate planning tax updates for 2026 and how they may impact your financial future.
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
Understanding the Slayer Rule in Inheritance Cases

Understanding the Slayer Rule in Inheritance Cases

Explore how the slayer rule impacts inheritance in murder cases.
News
SimplyTrustSimplyTrust EditorialDecember 25, 2025
Key Updates in Estate Planning Law You Should Know

Key Updates in Estate Planning Law You Should Know

Discover the latest estate planning law updates that could impact your finances and legacy.
News
SimplyTrustSimplyTrust EditorialDecember 24, 2025
Key Updates in New York Estate Planning Litigation

Key Updates in New York Estate Planning Litigation

Discover crucial updates in New York estate planning and litigation that could affect your trust and will.
News
SimplyTrustSimplyTrust EditorialDecember 19, 2025
Flagstar Bank Expands Wealth Services with New Offerings

Flagstar Bank Expands Wealth Services with New Offerings

Discover how Flagstar Bank’s new wealth services can enhance your estate planning strategy.
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025