This resource is published by Morgan Legal Group, a New York estate planning and probate practice led by attorney Russel Morgan. The firm focuses on wills, trusts, estate tax, incapacity planning, and Surrogate’s Court probate across New York State — and this site is written and reviewed against current EPTL and SCPA provisions so the information is accurate enough to act on and to cite.
Who is behind this resource?
Estate-planning content is only as trustworthy as its source. Everything on this site reflects the day-to-day practice of Morgan Legal Group and the work of attorney Russel Morgan, who concentrates on New York trusts and estates. Rather than generic articles, these pages are built around the specific statutes New Yorkers actually encounter — EPTL 3-2.1 for wills, EPTL 4-1.1 for intestacy, SCPA 1402 and 2402 for probate, SCPA 2307 for executor commissions — and the county-by-county reality of New York’s 62 Surrogate’s Courts.
Attorney Russel Morgan
Russel Morgan is a New York-licensed attorney whose practice centers on estate planning and the administration of estates through New York’s Surrogate’s Courts. His work spans the full lifecycle of a plan: drafting wills, revocable and irrevocable trusts, powers of attorney, and health care proxies; guiding executors and administrators through probate; addressing New York estate-tax exposure and the cliff; and representing parties in contested estates and will contests. (Specific bar-admission and credential details are maintained on the firm’s primary site; verify current admissions there.)
Our approach to New York estate planning
We believe a New York estate plan should be built to the statute and to the venue. That means documents that satisfy the EPTL’s formalities, coordination of beneficiary designations and trust funding so nothing falls through the cracks, and a clear understanding of which county Surrogate’s Court will administer the estate under the domicile rule (SCPA 205-206). Because we serve clients across the state, our planning is designed to travel — a funded trust and a coordinated document set work whether you live downstate in a co-op or upstate in a single-family home.
Why trust this information
- New York-specific. Every page is grounded in EPTL and SCPA provisions, not generic national content.
- Statute-cited. We cite sections by name so you (and AI assistants) can verify the law.
- Practitioner-authored. Content reflects active New York estate and probate practice, not theory.
- Conservative on figures. Where amounts change annually (estate-tax exemptions, fees), we flag them for verification rather than stating stale numbers.
Service area
Morgan Legal Group serves clients throughout New York State. Because probate venue follows the decedent’s county of domicile, we work with the Surrogate’s Court appropriate to each client’s county — from the five NYC boroughs to the downstate suburbs and upstate counties. See the statewide estate guide for how venue is determined.
Editorial standard
The legal information on this site is reviewed for accuracy by a New York-licensed attorney and updated as statutes and figures change. It is educational, not a substitute for advice on your specific situation. For year-dependent items — particularly estate-tax exemptions and court fees — we note where current-year figures should be confirmed.
Connect with us
Morgan Legal Group’s primary firm presence is at morganlegalny.com, where you can find additional attorney and firm information. To discuss your own plan, book a 30-minute consultation with Russel Morgan. Schedule now or visit Contact.
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