Estate planning and long-term care decisions should reflect where you live, what you own and who may need to act for you. Willis Law Group helps New York individuals and families organize those decisions, with dedicated guidance for Rockland and Westchester Counties.
Start with your immediate need: Plan or update an estate · Address Medicaid and care costs · Prepare for financial and health decisions · Request an Initial Meeting.
New York Wills, Trusts and Estate Planning
A useful estate plan connects your wishes with your assets, beneficiaries and decision-makers. We help you consider wills, revocable trusts, beneficiary designations and the steps needed to put the plan into effect. If you own property or have family responsibilities across New York and New Jersey, bring documents from both states for review. Explore New York wills, trusts and estate planning.
New York Medicaid and Long-Term Care Planning
Care at home and nursing-facility care raise different practical and financial questions. We begin by reviewing the proposed care setting, existing legal authority, income, assets and timing before recommending next steps. Our New York Medicaid planning and application guidance explains how to prepare for that discussion. If you are considering a trust, review our New York Medicaid Asset Protection Trust guide to understand the decisions to examine; a trust is not a substitute for an individual eligibility analysis.
If care is urgent, tell us about any proposed discharge, facility admission, application deadline or agency notice when contacting the office. Do not assume that a strategy described for New Jersey applies to New York.
Powers of Attorney and Health Care Proxies
Financial authority and medical decision-making deserve separate attention. Our New York powers of attorney and health care proxies guide helps you identify the documents and people to discuss. New York’s Department of Health also provides official health care proxy information. Bring existing documents so we can review how they fit your current circumstances.
After a Death: Probate and Estate Questions
When a family member dies, start by identifying the will, assets, beneficiaries and any urgent obligations. New York courts distinguish probate when a person dies with a will from administration when a person dies without a will. Contact us to discuss the estate, relevant county and assistance needed. New Jersey probate materials elsewhere on this website should not be treated as New York filing instructions.
Serving Rockland and Westchester Families
Rockland County elder law and Medicaid planning: learn about our Pearl River meeting location and planning guidance for local families.
Pearl River meeting location: 1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY 10965. By appointment only. Please arrange your meeting before visiting.
Westchester County elder law and estate planning: explore our service-area guidance and contact us to discuss meeting arrangements. Pearl River is our New York meeting location; we do not list a Westchester office.
A Coordinated Review Before You Choose a Path
Founding attorney Michael T. Willis, Esq. is admitted in New York and New Jersey and brings 25 years of legal experience. Your initial review can bring together estate documents, family responsibilities, care concerns and financial information, so that the next step addresses your actual needs. Meet the Willis Law Group team.
Prepare for Your Initial Meeting
Bring existing wills and trusts, powers of attorney, health care documents, a general asset and income summary, and any care or agency notices relevant to your question. Tell us where you live and where real estate is located. Client forms and intake resources can help you prepare; do not send sensitive financial or medical records through the public inquiry form.
Attorney Initial Meeting: $150 for 30 minutes, with payment collected before scheduling. Contact Willis Law Group to request an Initial Meeting. For additional educational materials, visit our New York guides and official resources.