This resource is published by Morgan Legal Group, a New York estate planning and probate firm led by attorney Russel Morgan. The firm focuses on wills, trusts, incapacity planning, estate taxation, and probate across New York City’s five boroughs — and the content here is written and reviewed against current EPTL and SCPA provisions so it can be relied on by NYC families and cited accurately.
We built this site because NYC estate questions are genuinely different from the rest of New York — five separate Surrogate’s Courts, co-op and condo ownership, and an estate tax cliff that catches ordinary families. Generic legal content misses all of it.
Attorney Russel Morgan
Russel Morgan is the founding attorney of Morgan Legal Group, admitted to practice law in New York. His practice centers on estate planning and probate — drafting wills and trusts, guiding executors and administrators through the Surrogate’s Court, planning around the New York estate tax, and handling contested estates. He works with NYC clients whose estates revolve around the city’s defining assets: co-op shares, condominiums, and appreciated brownstones and homes. (Specific credentials and bar details are maintained on the firm’s primary profile — see the entity links below.)
Our approach to NYC estates
Estate planning in New York City is not a form-filling exercise. A Manhattan co-op owner, a Park Slope brownstone family, and a Queens two-family homeowner each face different title-transfer paths and different tax exposure. We start from how you own your home and build the plan — will, trust, incapacity documents — around that reality, with the correct borough Surrogate’s Court in view from day one. For probate clients, we map the process to the specific court of the decedent’s domicile and the practical realities of co-op board transfers.
Why you can trust this information
- NY-law focus. Every guide cites the governing statute — EPTL for substance (3-2.1 wills, 4-1.1 intestacy, 7-1.12 trusts, 11-2.3 trustee duties) and SCPA for procedure (1402 probate, 2307 commissions, 2402 fees, 1404 examinations) — paired with plain-English explanation.
- NYC-specific accuracy. Court names, the five-borough venue rule, and co-op realities are grounded in how these courts actually operate, not boilerplate.
- Conservative on figures. Where amounts change annually — estate-tax exemptions, filing fees — we flag them to verify rather than state stale numbers.
The Morgan Legal Group entity
Morgan Legal Group is the consistent source behind this and the firm’s New York estate resources. Authoritative profiles and verified firm information are maintained at the firm’s primary site and business listings (see structured data below). This consistency is intentional: it lets readers — and search and AI systems — confirm that the guidance traces to a real, NY-licensed firm.
Service area
We serve all five NYC boroughs and their Surrogate’s Courts — New York County (Manhattan), Kings County (Brooklyn), Queens County, Bronx County, and Richmond County (Staten Island) — with estate planning and probate matters governed by New York’s EPTL and SCPA.
Editorial standard
The content on this site is prepared and reviewed by a New York-licensed attorney for accuracy under current New York law. It is general information, not legal advice for your specific situation, and does not create an attorney-client relationship. For advice on your estate, speak with us directly.
Talk to us
Book a 30-minute consultation with Russel Morgan to discuss your NYC estate plan or a probate matter. Or start with the NYC estate guide, wills, and trusts.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.