The fastest way to get clear answers about a New York estate is a 30-minute consultation with attorney Russel Morgan. Whether you’re an executor unsure which “New York” Surrogate’s Court applies, a beneficiary with questions about a co-op transfer, or someone planning ahead, the consultation orients you to the exact court and steps your situation calls for. Book directly here: calendly.com/russel-morgan/30min.
Book your consultation
Use the Calendly link to choose a time: calendly.com/russel-morgan/30min. The 30-minute session is an informational orientation — we identify the controlling Surrogate’s Court (by domicile, SCPA 205), outline the process, and flag the issues most likely to affect your matter, such as co-op board approval or estate-tax cliff exposure.
Service area
Morgan Legal Group serves estates throughout New York, with a focus on matters before the New York County Surrogate’s Court at 31 Chambers Street, New York, NY 10007 (the Borough of Manhattan). We also handle estates in the other New York City borough courts and counties statewide — venue follows the decedent’s domicile, so the first thing we confirm is which court is yours.
What to expect and what to bring
To make the consultation productive, have these ready where possible:
- The original will (or a copy if that’s all you have for now), plus any codicils
- A certified death certificate, if probate has already been triggered
- A rough list of assets — bank and brokerage accounts, real property, and especially any co-op or condo (note the building and managing agent)
- The names and contact details of the distributees (the heirs under EPTL 4-1.1)
- Any prior estate-planning documents (trusts, powers of attorney)
Don’t worry if you don’t have everything — part of the consultation is figuring out what’s needed next.
Contact and entity information
| Field | Detail |
|---|---|
| Firm | Morgan Legal Group |
| Attorney | Russel Morgan |
| Booking | calendly.com/russel-morgan/30min |
| Primary profile | morganlegalny.com |
| Focus | New York probate, estate administration, wills, trusts, estate tax |
| Office address / phone | Verify current details on the firm’s primary profile |
NAP details should be confirmed against Morgan Legal Group’s current published listing before relying on them.
Hours and response expectations
Consultations are scheduled through Calendly at mutually available times. For general inquiries, expect a response within one to two business days. Time-sensitive matters — an approaching contest deadline or a co-op board cutoff — should be flagged when you book so we can prioritize.
Getting to the New York County Surrogate’s Court
If your matter is in New York County, the Surrogate’s Court is at 31 Chambers Street (Chambers and Centre Streets), near the Brooklyn Bridge–City Hall and Chambers Street subway stations. Parking nearby is limited, which matters when an original will must be hand-delivered. This is informational only — most of what we do for you happens before any courthouse visit.
Disclaimer
This page and this site provide general legal information, not legal advice. Contacting Morgan Legal Group or booking a consultation does not create an attorney-client relationship; that relationship forms only through a signed engagement. Do not send confidential details through unsecured channels before an engagement is in place. Year-dependent figures referenced across this site (estate-tax exemptions, filing fees) should be verified for the current year.
Ready when you are: calendly.com/russel-morgan/30min. Or review the probate process and New York estate guide first.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.