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New York · Attorney-Style Template

New York Pour-Over Will Template

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What's Included

Attorney-style New York Pour-Over Will template. Funnels all probate assets into your Revocable Living Trust at death, preserving trust privacy and avoiding multi-asset probate. Drafted under N.Y. EPTL § 3-3.7 (pour-over wills) and New York two-witness execution requirements under EPTL § 3-2.1. Includes trust identification provision, residuary pour-over clause, executor appointment with Letters Testamentary waiver option, guardian nomination, self-proving affidavit, and New York-specific estate tax threshold note. Designed as a companion to the New York Revocable Living Trust. Instant .docx download.

Declaration & revocation of all prior wills
Family declarations (spouse + children)
Specific personal property bequests (3 slots)
Real property bequests with deed references
Residuary estate — 3 distribution options
Guardian nomination for minor children
Personal Representative appointment + powers
Pet care provisions
Digital assets & online account directives
Survivorship, anti-lapse, and governing law
Witness attestation blocks
Self-proving affidavit (notary optional)
Step-by-step execution instructions

Who This Is For

  • Residents with straightforward estates
  • Individuals who want a solid will without attorney fees
  • Married couples (each spouse needs their own)
  • Anyone ready to get their affairs in order

NOT Appropriate For

  • Business owners with complex ownership interests
  • Blended families with competing inheritance claims
  • Property owners in multiple states
  • Taxable estates (over federal exemption)

Legal Disclaimer

This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed New York attorney for advice specific to your situation.

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Microsoft Word (.docx) — fully editable
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