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New York Estate Planning

Everyone should do some basic estate planning—that is, planning to make sure that your wishes are followed after your death, your family is spared unnecessary expense and delay, and someone you trust will be in charge if you are ever incapacitated and unable to manage things on your own.

The basic estate planning documents that most New Yorkers need are:

  • a will, to leave your assets and name your executor
  • a durable power of attorney (POA) for finances, to name someone to take care of your finances if it’s ever necessary
  • a living will (called a document directing health care in New York), to spell out your end-of-life wishes, and
  • a health care proxy, to name someone to make sure your health care wishes are honored.

Many New York residents should consider two other estate planning topics as well:

Avoiding probate after your death. Unless you do some planning ahead of time, your family may have to conduct a probate court proceeding after your death, to get court approval to transfer your assets to the people who inherit them. For many people, probate is a waste of money, easily avoided with a living trust or other simpler methods.

Minimizing New York estate tax. Currently, New York imposes its own estate tax if you die leaving behind more than a certain amount of property. It's a high threshold (see below), but it's lower than the federal estate tax threshold. So even if you don't have to worry about federal estate taxes, your estate might still owe New York state estate taxes. If you think this might apply to your estate, talk to an experienced lawyer about methods of reducing the bill.

The articles below cover the basics of estate planning in New York.

Ready to create your will?

In New York, a will can help you protect your family and your property.

Learn how to make a living trust in New York.

Learn the rules about who can be your executor in New York.  

If you die without a will in New York, your assets will go to your closest relatives under state “intestate succession” laws.

If you leave behind more than $7.16 million, your estate might owe New York estate tax—and watch out for New York's estate tax "cliff."

New York's ABLE program, NY ABLE, helps those with special needs save money while remaining eligible for disability benefits.

Know what a New York financial power of attorney can do for you.

A durable POA allows someone to help you with your financial matters if you ever become incapacitated—here's how to make one in New York.

New York offers a probate shortcut for "small estates." This makes it easier for survivors to transfer property left by a person who has died.

Probate court proceedings can be long, costly, and confusing. Learn how New York families can save time, money, and hassle

New York is considering an aid-in-dying law that would allow terminally ill patients to request life-ending medication.

Learn important New York laws about burial, cremation, death certificates, and other post-death matters.

Find out what you need to know before having a home funeral in New York.

Empower Yourself: DIY Products by Nolo

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Use this form to make simple changes to your living trust – for example, adding or removing beneficiaries or naming a new successor trustee.

Nolo offers hundreds of consumer-friendly, do-it-yourself legal products for all types of legal situations. Browse our full product list.

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