The fastest way to start is to book a 30-minute consultation with attorney Russel Morgan of Morgan Legal Group using the scheduling link below. It’s an orientation conversation about your goals and which New York documents and county Surrogate’s Court apply to you — not a sales pitch. We serve clients across New York State.
Book a 30-minute consultation
Schedule directly on Russel Morgan’s calendar: calendly.com/russel-morgan/30min
Pick a time that works for you, and you’ll receive a confirmation with the meeting details. The initial 30 minutes is designed to orient you — what you need, what it involves, and your options.
Who we serve
Morgan Legal Group works with individuals and families throughout New York State. Because probate venue follows the decedent’s county of domicile (SCPA 205-206), we handle matters in the Surrogate’s Court appropriate to your county — whether that’s one of the five NYC boroughs, a downstate suburb like Westchester or Nassau, or an upstate county such as Erie, Monroe, or Albany. See how venue works in the statewide estate guide.
What to expect and what to bring
To make the consultation productive, it helps to have a rough picture of:
- Your assets — home(s), accounts, retirement plans, life insurance, business interests, and how each is titled.
- Your family — spouse, children, and anyone you want to provide for or appoint.
- Existing documents — any current will, trust, power of attorney, or health care proxy.
- Your goals — probate avoidance, estate-tax planning, incapacity protection, or settling an estate as executor.
You don’t need anything formal to start — even a mental inventory is enough for a first conversation.
Contact and entity information
- Firm: Morgan Legal Group
- Attorney: Russel Morgan, New York-licensed estate and probate attorney
- Booking: calendly.com/russel-morgan/30min
- Primary firm site: morganlegalny.com
- Service area: New York State (all 62 counties)
(Mailing address and direct phone are listed on the firm’s primary site; please verify current contact details there before visiting in person.)
Hours and response expectations
Consultations are scheduled through the Calendly link above, which shows current availability in real time. Booking online is the quickest path to a confirmed time; for matters with a court deadline (a citation you’ve received, an approaching filing date), note that in your booking so it can be prioritized.
Directions and your county Surrogate’s Court
If your matter involves probate, the relevant courthouse is the Surrogate’s Court of the decedent’s county of domicile, not a single statewide location. Each county court maintains its own address, hours, and help center — confirm details with that specific court. Our Surrogate’s Court guide explains how to identify the correct one.
Disclaimer
This website provides general legal information about New York estate planning and probate. It is not legal advice, and using this site or booking a consultation does not create an attorney-client relationship. An attorney-client relationship is formed only by a signed engagement agreement. Do not send confidential information through this site. For advice on your specific situation, speak with a New York-licensed attorney.
Ready to begin?
Book your 30-minute consultation with Russel Morgan and take the first step toward a New York estate plan built to the statute and the right county court.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.