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No fee unless we win
Free Consultation
Admitted in New York
Spanish-language support available
Founded 2014 — Alla Kleban, Esq. practicing since 2009
Most New Yorkers know they should have a will. Many get around to it after a major life event or a friend's difficult probate experience. But estate planning is more than a will — it's making sure the right people are in charge if you can't make decisions yourself, that your assets reach your family efficiently, and that the process is as simple as possible for the people you leave behind. Kleban Law Group offers estate planning to individuals and families throughout New York City, Nassau County, and Long Island, with flat-fee pricing so you know the cost before you commit.
Flat-Fee Pricing
We believe estate planning should be predictable. Unlike hourly billing — where every question and revision adds to your invoice — we charge a flat fee per package so you know exactly what it will cost upfront.
What We Draft
Last Will & Testament
Names your executor, distributes your assets, names a guardian for minor children, and can establish trusts for beneficiaries who are minors or have special needs.
Revocable Living Trust
Holds your assets during your lifetime and distributes them after death — without probate. You remain in full control as trustee. After your death, your successor trustee distributes assets according to your instructions, typically within weeks.
Healthcare Proxy & Living Will
A healthcare proxy designates who makes medical decisions for you if you're incapacitated. A living will documents your end-of-life care wishes. Together they ensure your wishes are honored and relieve your family from making difficult decisions under uncertainty.
Durable Power of Attorney
Authorizes someone you trust to manage your financial affairs if you become incapacitated. New York updated its Power of Attorney law in 2021 — older documents may no longer be accepted. We draft current, compliant documents.
Special Needs Trusts
Leaving assets directly to a family member with disabilities can inadvertently disqualify them from Medicaid and SSI. A properly structured special needs trust preserves their eligibility while providing for supplemental needs.
New York-Specific Considerations
NY Estate Tax — New York has its own estate tax with an exemption of approximately $6.94M. NY has a 'cliff' effect: estates that exceed the exemption by more than 5% are taxed on the entire value, not just the excess. For estates near this threshold, planning can produce significant savings.
Spousal Right of Election — A surviving spouse in New York is entitled to at least one-third of the estate regardless of what the will says.
Probate vs. Trust Administration — Whether assets pass through Surrogate's Court depends on how they are titled. We help you structure ownership to minimize probate exposure.
Our Process
1. Initial Consultation — We review your situation, family structure, and goals.
2. Information Gathering — We provide a straightforward intake form to capture your assets, beneficiaries, and family details.
3. Document Drafting — We prepare your customized documents based on your instructions and New York law.
4. Review & Revisions — You review drafts and we make revisions until everything accurately reflects your wishes.
5. Signing Ceremony — We coordinate execution with the proper witnesses and notarization required under New York law.
Estate Administration and Probate
When a loved one passes away, their estate needs to be administered — debts paid, assets distributed, and in many cases, Surrogate's Court involved. We assist executors and administrators with filing court petitions, preparing accountings, resolving creditor claims, and distributing assets to beneficiaries. If you've been named executor or a loved one died without a plan, we can guide you through what comes next.
Frequently Asked Questions
What is the difference between a will and a living trust?
A will takes effect at death and must go through probate before assets are distributed. A revocable living trust holds assets during your lifetime and distributes them after death without probate — typically faster, more private, and less expensive for the estate. Which is better depends on your situation; we'll explain the tradeoffs at your consultation.
How often should I update my estate plan?
Review your plan after major life events: marriage, divorce, birth of a child, significant change in assets, or death of a named beneficiary or executor. Every three to five years as a general rule.
What happens to property I own in another state?
Real property in other states generally must go through probate in that state — called ancillary probate. A living trust can avoid this.
Who should I name as guardian for my minor children?
We walk you through the key considerations: the person's values, willingness and ability to serve, financial situation, and whether you want the guardian to also manage financial assets or whether a separate trustee makes more sense.
Are digital assets covered in an estate plan?
Yes — and they should be. New York's Fiduciary Access to Digital Assets Act (RUFADAA) governs how fiduciaries access digital property. We address digital assets in every estate plan.
What is the NY estate tax and does it apply to me?
New York has a separate state estate tax with an exemption of approximately $6.94M. Most people's estates won't reach this threshold, but we discuss it at every consultation.
Can you help with probate when a family member recently passed away?
Yes. We assist executors and administrators with the full probate process in New York Surrogate's Court.
My Power of Attorney is from before 2021 — is it still valid?
Possibly, but many financial institutions are reluctant to accept pre-2021 New York POAs. We recommend having it reviewed and updated.
Estate Planning Lawyers Serving New York
Estate planning attorneys in New York City — Brooklyn, Queens, Manhattan, the Bronx, and Staten Island.
Estate planning attorneys in Nassau County — representing families throughout Nassau.
Estate planning attorneys in Long Island — Suffolk County and surrounding areas.
Estate planning attorneys in Valley Stream — local counsel for your community.
Ready to Protect Your Family? Schedule a Flat-Fee Consultation.
Call (866) 263-4529 or book online. One conversation can clarify exactly what you need and what it will cost.
Office hours: Monday–Friday, 9am–5pm · 16 S Central Avenue, Valley Stream, NY 11580
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