11/04/2026
When was the last time you reviewed your estate plan?
A will is just one piece of the picture. Powers of attorney, health care directives, trusts, beneficiary designations, and long-term care planning all deserve attention.
We've put together a practical New York estate planning checklist to help families identify what they have—and what may need updating.
Review the essential New York estate planning documents, trusts, beneficiaries, estate taxes, Medicaid planning, and steps to protect your family.