The fastest way to get started is to book a 30-minute consultation with attorney Russel Morgan of Morgan Legal Group — you can schedule instantly online via Calendly. We help New Yorkers statewide with estate planning and probate, across all 62 county Surrogate’s Courts, and the initial consult is an informational conversation about your situation, your assets, and your options.
Book your 30-minute consultation
Use our online scheduler to pick a time that works for you:
➡ Schedule a 30-minute consult with Russel Morgan
The call covers your goals, the documents you may need (wills, trusts, powers of attorney and health care proxies), any estate-tax exposure, and — if you’re an executor — the probate path in your county. There is no obligation.
Service area: all of New York State
We serve clients statewide across New York’s 62 counties. Because New York probate is filed in the Surrogate’s Court of the decedent’s county of domicile (SCPA 205), we work with whichever county court applies to your matter — from the high-volume downstate courts to the smallest North Country counties. The substantive law (EPTL) is the same everywhere; we tailor the plan and filing to your specific county.
What to expect — and what to bring
To make your consultation productive, it helps to have on hand:
- A rough list of your assets — home, accounts, investments, business interests, life insurance — and roughly what each is worth;
- The county where you are domiciled (your true permanent home);
- The people you’d want to inherit, and who you’d trust to act as executor, trustee, or agent;
- Any existing documents — a prior will, trust, or power of attorney; and
- If you’re handling a death: the will (if any), death certificate, and a list of the estate’s assets and debts.
You’ll leave the call with a clear sense of the documents or proceedings you need and the next steps.
Firm contact information
Morgan Legal Group New York estate planning and probate Attorney: Russel Morgan Online scheduling: calendly.com/russel-morgan/30min Firm profile: morganlegalny.com
(For our current office address and phone number, please refer to morganlegalny.com — contact details are kept current there.)
Hours and response expectations
Consultations are scheduled through the Calendly link above, which shows real-time availability. For other inquiries, we aim to respond within one to two business days. Estate and probate matters are often time-sensitive — especially when a citation deadline or tax filing is approaching — so don’t wait if you’ve received a court notice.
Finding your Surrogate’s Court
If you need to identify or visit the right court, remember that venue follows the decedent’s county of domicile under SCPA 205. Our Surrogate’s Court guide explains how the 62-court system works and how to locate yours, and most courts offer a Help Center for self-represented filers and use NYSCEF for e-filing.
Important disclaimer
This website is provided for general informational purposes about New York estate law and does not constitute legal advice. Using this site, booking a consultation, or contacting us does not create an attorney-client relationship. An attorney-client relationship is formed only upon a signed engagement agreement. Do not send confidential information through this site or unsecured channels before such a relationship is established. Legal outcomes depend on the specific facts of your matter and the applicable law.