A will and estate plan for New York.
Built to New York's rules, in plain words. Start free, then pay one setup fee with your first year included.
Reviewed by a licensed lawyer on October 29, 2026.
Your New York documents
Will
Says who gets what, who is in charge, and who would raise young children.
Power of attorney
Names who handles your money if you can't.
Health care proxy
Names who speaks for you about care, and what care you want.
Revocable living trust
Holds your things and passes them on, often without court.
In the Complete plan
Pour-over will
Catches anything you left out of your trust.
In the Complete plan
How signing works in New York
Signing your will
- Gather two adult witnesses. They should not be people named in your will.
- Tell each witness that this is your will.
- Sign your will while both witnesses watch.
- Each witness signs while you watch.
- Keep the original somewhere safe.
New York has passed an electronic wills law that starts on December 12, 2027. For now, you print and sign in ink.
Remote online notarization where New York allows it, never for wills.
How to sign your health care proxy
- Choose how you will sign. You can use two witnesses in person or by video.
- Sign your health care proxy while both witnesses watch.
- Each witness signs while you watch. Your witnesses should not be your health care providers.
- Keep the original somewhere safe. Share a copy with your doctor.
How to sign your power of attorney
- Your power of attorney uses a required New York form.
- Sign in front of a notary and two adult witnesses.
- Each witness signs while you and the notary watch.
- The notary notarizes your signature.
- Keep the original somewhere safe.
How to sign your revocable living trust
- Choose how you will sign. You can sign before a notary or with two witnesses.
- If you use a notary, sign in front of the notary.
- If you use witnesses, sign while both watch. Then each witness signs.
- Keep the original somewhere safe.
We give you a printed signing checklist for each document.
Taxes and court fees in New York
New York has its own estate tax. As of 2026 it starts at $7,350,000. Confirm with your accountant. Source
As of 2026, the federal estate tax exemption is $15 million per person. Confirm with your accountant.
What it costs
- Essential: $199 setup, then $49 a year.
- Complete: $499 setup, then $99 a year.
- Concierge: $1,495 setup, then $249 a year.
One setup fee. Your first year is included. 30-day money-back guarantee on estate setup fees.
An attorney can review your plan for a flat fee. The attorney gives the advice.
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Questions?
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Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.