If you need help with estate planning, please read on, then contact an experienced Rockland County will attorney to learn what you can include when writing your will in the state of New York.

What should you include in a will in New York?

When writing a will in the state of New York, you can specify almost anything related to assets and beneficiaries. You can give away money, personal belongings, high-value assets and even real estate property. The beneficiary of a will can be a family member, friend, charity, business or even a trust. It only makes sense that you would want to make sure you leave your property to the right person or people. Other notable assets to take stock of before finalizing your will include the following:

  • Any vehicles you possess
  • Family heirlooms
  • Cash
  • Bank accounts
  • Retirement funds
  • Stock options
  • And any other valuable possessions

What are the requirements for a will to be valid in the state of New York?

To be valid at all times, a will must be in writing, dated and signed by the maker of the will with two witnesses signing and adding their addresses under their signatures. Just writing out your wishes without the witness formality is not suggested. A will does not have to be notarized to be valid in the Empire State. Also, you are not required by state law to engage the legal services of a will attorney, but you would be wise to do so.

How can a New York estate planning attorney help you?

A skilled Rockland County wills, trusts and estates attorney will organize smooth transition of assets if you become disabled or after your death, minimize the impact of taxes on your estate, reduce family conflict, prevent family disputes, minimize the time in probate court, minimize the value of assets in probate court and distribute your property to your children, spouse, loved ones and charities, according to your instructions. The laws governing the writing of a will may appear simple and straightforward, but there are many ways that you can unknowingly create unnecessary strain and work for your survivors. Our firm will also provide you with guidance and describe your options if you are dealing with complex estate issues. Let us handle the paperwork while you spend time with your family and friends. Give us a call today.

Contact our Firm

The Lauterbach Law Firm is proud to serve clients throughout Rockland County who are faced with legal matters related to estate planning, real estate, foreclosure defense, landlord-tenant law, business law, and criminal defense. If you require the services of an experienced team of attorneys, contact The Lauterbach Law Firm today to schedule a consultation.