Organize your estate notes
The Estate Planning Navigator helps you gather general information about wills, trusts, powers of attorney, health care proxies, and executor instructions. It points you to official sources. It does not draft documents and it does not give legal advice.
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Official sources
Answers should point you to these pages. Open the document yourself before you rely on it.
- New York Estates, Powers and Trusts Law
Official New York State Senate text of the Estates, Powers and Trusts Law (EPTL), Chapter 17-B. Start here for New York wills, intestacy, and trusts.
- IRS Publication 559, Survivors, Executors, and Administrators
IRS publication for personal representatives. It covers final income tax returns and points to Form 706. Tax questions belong in Tax Navigator.
- About Form 706, United States Estate Tax Return
IRS landing page for Form 706 and its schedules. Use Tax Navigator for estate-tax questions. This guide does not compute tax.
- New York CourtHelp
New York State Courts self-help hub. Open the page yourself for probate, small-estate, and Surrogate’s Court programs. Confirm details on the court site.
- When someone dies: probate
CourtHelp page on probate in Surrogate’s Court. Open it yourself before you rely on any filing step.