Live one-state intensive · practical training, not CLE
New York estate planning course for attorneys
Learn the New York-specific authority and workflow behind wills, succession, trusts, financial powers, healthcare decisions, execution and implementation. Work through source-linked reading, fictional files, written exercises and scored checks without being tested on another state.
One-time payment · lifetime access and updates · state preselected · enter email, pay, then create your account
Course page updated .
What the New York track includes
Lessons
6
Active study
About 8 hours
Knowledge checks
24
Case-work tasks
24
New York course syllabus
New York: build a succession and source map
Approximately 75 minutes including source reading, exercises and review.
New York: separate will execution, witness gifts and spousal protection
Approximately 85 minutes including source reading, exercises and review.
New York: connect trust authority, funding and administration
Approximately 85 minutes including source reading, exercises and review.
New York: separate financial authority from healthcare decisions
Approximately 85 minutes including source reading, exercises and review.
New York: manage execution, proof and later changes
Approximately 70 minutes including source reading, exercises and review.
New York: reconcile a coordinated planning file
Approximately 80 minutes including source reading, exercises and review.
Selected course authorities
These links show the source trail used by the published lessons. They are research starting points, not a substitute for checking current law and later amendments.
- New York EPTL 4-1.1 — intestate distribution
Checked 2026-09-30
- New York EPTL 3-2.1 — will execution, including dated future amendment
Checked 2026-09-30
- New York Tax Department — estate-tax filing, 2026 exclusion and deadlines
Checked 2026-09-30
- New York EPTL 3-3.2 — beneficiary witnesses
Checked 2026-09-30
- New York EPTL 5-1.1-A — spousal election, substitutes and procedure
Checked 2026-09-30
- New York EPTL 7-1.16 — revocability and specific testamentary direction
Checked 2026-09-30
- New York EPTL 7-1.17 — lifetime-trust execution and amendment
Checked 2026-09-30
- New York EPTL 7-1.18 — lifetime-trust funding
Checked 2026-09-30
- New York EPTL 11-1.7 — prohibited fiduciary immunities
Checked 2026-09-30
- New York EPTL 11-2.3 — prudent investor standard
Checked 2026-09-30
- New York General Obligations Law 5-1501B — creation and effectiveness
Checked 2026-09-30
- New York General Obligations Law 5-1501A — durability
Checked 2026-09-30
Questions about the New York course
Does this course cover only New York?
Yes. This purchase opens the New York track only. Its lessons, exercises and knowledge checks do not test the rules of other states.
How long is the New York estate planning course?
Plan for about 8 hours of active study across 6 lessons, including source reading, case workshops, knowledge checks and revision. Pace varies.
Is this course accredited for CLE credit?
No. Estateur courses are practical attorney training and do not provide CLE credit, specialist certification or a guarantee of competence.
What does the $499 purchase include?
The one-time $499 purchase includes lifetime access to the New York track and its future updates. It does not unlock the other 49 state tracks.
Start the New York track
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Get lifetime access · $499