{"id":34944,"date":"2023-12-07T06:11:52","date_gmt":"2023-12-07T06:11:52","guid":{"rendered":"https:\/\/www.process.st\/templates\/estate-planning-will-template-new-york\/"},"modified":"2024-03-05T15:47:10","modified_gmt":"2024-03-05T15:47:10","slug":"estate-planning-will-template-new-york","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/estate-planning-will-template-new-york\/","title":{"rendered":"Estate Planning Will Template New York"},"content":{"rendered":"\n<section id=\"gather-personal-information-including-names-addresses-social-security-numbers-for-all-individuals-involved\"> \n <h2>Gather personal information including names, addresses, social security numbers for all individuals involved<\/h2>\n <div class=\"text-content\">\n   Collect the names, addresses, and social security numbers of all individuals involved in the estate planning process. This information is crucial for properly identifying and including all parties. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Full Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Address <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Social Security Number <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-and-document-all-property-and-assets\"> \n <h2>Identify and document all property and assets<\/h2>\n <div class=\"text-content\">\n   Carefully identify and document all property and assets that will be included in the estate plan. This includes real estate, vehicles, securities, deeds of gift, or any other items of value. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Property and Asset Description <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"determine-the-distribution-of-assets\"> \n <h2>Determine the distribution of assets<\/h2>\n <div class=\"text-content\">\n   Decide how you want your assets to be distributed among your beneficiaries. Consider any specific requests or conditions you may have for certain assets. \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Distribution Options <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Equal distribution among beneficiaries \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Specific percentages for each beneficiary \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Trust setup for certain assets \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Donating to charity \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"determine-guardianship-for-minor-children-if-applicable\"> \n <h2>Determine guardianship for minor children if applicable<\/h2>\n <div class=\"text-content\">\n   In case you have minor children, it's important to designate a guardian who will take care of them if something happens to you and your spouse. Consider factors such as their relationship with the potential guardian, their values, and their ability to provide proper care. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Potential Guardian <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Relationship to Children <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Reason for Choosing Guardian <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"select-an-executor-for-the-will\"> \n <h2>Select an executor for the will<\/h2>\n <div class=\"text-content\">\n   Choose a trustworthy and responsible person who will be responsible for carrying out your final wishes as outlined in your will. This person will handle your estate, pay debts, distribute assets, and ensure everything is done according to your wishes. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Executor's Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Executor's Relationship to You <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"gather-any-necessary-documentation-for-real-estate-vehicles-securities-deeds-of-gift-or-other-items-of-value\"> \n <h2>Gather any necessary documentation for real estate, vehicles, securities, deeds of gift or other items of value<\/h2>\n <div class=\"text-content\">\n   Collect any required documentation related to your property and assets, such as real estate deeds, vehicle titles, securities certificates, or any other relevant documents. These documents will support the inclusion of specific assets in your estate plan. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload File <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Description of Document <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-the-draft-of-the-will-in-accordance-with-new-york-state-laws\"> \n <h2>Prepare the draft of the will in accordance with New York state laws<\/h2>\n <div class=\"text-content\">\n   Compose a draft of your will, ensuring it follows the laws and regulations of New York state. This document will outline how you want your assets distributed, who will be responsible for carrying out your wishes, and any additional instructions you may have. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Draft of the Will <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-draft-of-the-will\"> \n <h2>Review draft of the will<\/h2>\n <div class=\"text-content\">\n   Thoroughly review the draft of your will to ensure that everything is accurate and aligns with your intentions. Check for any errors, inconsistencies, or missing information that may need to be addressed. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Revisions Needed <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-testator\"> \n <h2>Approval: Testator<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review draft of the will<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"make-any-necessary-revisions-to-the-will\"> \n <h2>Make any necessary revisions to the will<\/h2>\n <div class=\"text-content\">\n   Incorporate any revisions or changes identified during the review process into the draft of the will. Make sure that all updates accurately reflect your final wishes. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Revised Draft of the Will <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"schedule-a-date-for-the-signing-of-the-will\"> \n <h2>Schedule a date for the signing of the will<\/h2>\n <div class=\"text-content\">\n   Set a date and time for the signing of your will. Choose a location where all parties involved can be present and ensure everyone has the necessary identification and legal capacity to sign the document. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Signing Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Location for Signing <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"ensure-the-will-is-properly-witnessed-and-notarized-according-to-new-york-laws\"> \n <h2>Ensure the will is properly witnessed and notarized according to New York laws<\/h2>\n <div class=\"text-content\">\n   Make sure that the signing of your will is properly witnessed by at least two individuals who are present during the signing process. Additionally, ensure that the will is notarized by a qualified notary public according to the laws of New York state. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Witness 1 <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Witness 2 <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"make-copies-of-the-signed-will\"> \n <h2>Make copies of the signed will<\/h2>\n <div class=\"text-content\">\n   Create copies of the signed will to distribute to relevant parties. These copies serve as backups and ensure that multiple individuals have access to the document. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Number of Copies <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"store-the-original-will-in-a-safe-location\"> \n <h2>Store the original will in a safe location<\/h2>\n <div class=\"text-content\">\n   Identify a secure and easily accessible location to store the original signed will. This ensures that the document is safe from damage or loss and can be easily located when needed. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Storage Location <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"distribute-copies-of-the-will-to-executor-heirs-or-other-relevant-parties\"> \n <h2>Distribute copies of the will to executor, heirs or other relevant parties<\/h2>\n <div class=\"text-content\">\n   Provide copies of the signed will to the executor, heirs, or other relevant parties. This ensures that everyone involved is aware of the contents of the will and their respective roles and responsibilities. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Recipient <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-a-letter-of-instruction-containing-information-about-the-location-of-important-documents-access-codes-etc\"> \n <h2>Prepare a letter of instruction containing information about the location of important documents, access codes, etc.<\/h2>\n <div class=\"text-content\">\n   Create a letter of instruction containing important information such as the location of important documents, access codes, and any additional instructions for the executor or beneficiaries. This letter provides additional guidance in the event of your passing. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Letter of Instruction <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-a-digital-estate-plan-if-applicable\"> \n <h2>Prepare a digital estate plan if applicable<\/h2>\n <div class=\"text-content\">\n   If applicable, create a plan for the management and distribution of your digital assets, such as online accounts and social media profiles. Specify how you want your digital assets to be handled and provide necessary login credentials or instructions. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Digital Estate Plan <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-and-update-the-will-regularly-or-when-a-major-life-event-occurs\"> \n <h2>Review and update the will regularly or when a major life event occurs<\/h2>\n <div class=\"text-content\">\n   Regularly review your will to ensure that it still reflects your wishes and intentions. Update the document whenever a major life event occurs, such as marriage, divorce, birth of a child, or significant changes in financial circumstances. \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Last Reviewed Date <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"consult-with-an-estate-planning-attorney-if-needed\"> \n <h2>Consult with an estate planning attorney if needed<\/h2>\n <div class=\"text-content\">\n   Seek the advice and assistance of an experienced estate planning attorney to ensure that your will is legally sound and accurately reflects your intentions. They can provide valuable guidance and address any complex legal issues. \n <\/div> \n <div class=\"email-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Attorney's Email <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Attorney's Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"ensure-all-tax-implications-are-considered-and-addressed\"> \n <h2>Ensure all tax implications are considered and addressed<\/h2>\n <div class=\"text-content\">\n   Take into account any potential tax implications that may arise from your estate plan. Consult with a tax professional to ensure that all relevant taxes are considered and properly addressed in your plan. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Tax Considerations <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Estate taxes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Gift taxes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Income taxes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Inheritance taxes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Gather personal information including names, addresses, social security numbers for all individuals involved Collect the names, addresses, and social security numbers of all individuals involved in the estate planning process. This information is crucial for properly identifying and including all parties. Full Name Address Social Security Number Identify and document all property and assets Carefully [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdc","cover_icon_url":"","tasks_count":"20","template_description":"Optimize your estate management with our New York-compliant will template, ensuring a convenient, accurate, and legal distribution of assets.","template_id":"vEBrpDZfjUbd9WC2giFAmw","task_0":"Gather personal information including names, addresses, social security numbers for all individuals involved","task_slug_0":"gather-personal-information-including-names-addresses-social-security-numbers-for-all-individuals-involved","task_1":"Identify and document all property and assets","task_slug_1":"identify-and-document-all-property-and-assets","task_2":"Determine the distribution of assets","task_slug_2":"determine-the-distribution-of-assets","task_3":"Determine guardianship for minor children if applicable","task_slug_3":"determine-guardianship-for-minor-children-if-applicable","task_4":"Select an executor for the will","task_slug_4":"select-an-executor-for-the-will","task_5":"Gather any necessary documentation for real estate, vehicles, securities, deeds of gift or other items of value","task_slug_5":"gather-any-necessary-documentation-for-real-estate-vehicles-securities-deeds-of-gift-or-other-items-of-value","task_6":"Prepare the draft of the will in accordance with New York state laws","task_slug_6":"prepare-the-draft-of-the-will-in-accordance-with-new-york-state-laws","task_7":"Review draft of the will","task_slug_7":"review-draft-of-the-will","task_8":"Approval: Testator","task_slug_8":"approval-testator","task_9":"Make any necessary revisions to the will","task_slug_9":"make-any-necessary-revisions-to-the-will","task_10":"Schedule a date for the signing 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