Estate Planning for New York Families

Will Your Family Know What to Do?

Most people know they should plan. They just don't know where to start, or whom to trust. We'll walk you through your options in plain English, so you can make decisions you'll still feel good about years from now.

Start With a Conversation

Call (518) 392-9550

No pressure. No jargon. Just a conversation about your family.

Estate Planning Shouldn't Feel Like Being Handed a Stack of Paperwork

You've been meaning to get this done. But every time it comes up, the questions pile up. How do I take care of my spouse? Who would raise the kids? What don't I know that could hurt us?

Too many firms answer with legal jargon, a rushed meeting, and a binder you don't fully understand. Then they disappear after signing day.

Your family deserves more than a transaction. You deserve to understand what you're signing, and why it matters.

Life Doesn't Wait for the Right Time to Plan

"We're expecting."

Name a guardian and decide who would care for your children if you couldn't.

"We just bought a home."

"We're getting ready to retire."

Make sure your home passes to the people you choose, without unnecessary court.

Line your plan up with your retirement savings and the way you want to live.

willsliving trustspower of attorney

Whatever brought you here, whether it's a parent's changing health, a blended family, an inheritance, or a business you've built, we start the same way: by listening. We'll explain what New York law does by default, walk you through your options in plain English, and help you make decisions you'll still feel good about years from now.

Meet Morgen M. Bowers

Morgen M. Bowers, estate planning attorney

Morgen knows these conversations can feel heavy. Her job is to make them lighter. She starts by listening to your family, your worries, and your goals, then explains your options in plain English before recommending anything.

As a Personal Family Lawyer®, Morgen is trained in a planning approach built around education and an ongoing relationship, not a one-time stack of documents. Her work doesn't end when you sign. That's when it begins.

25+ years practicing law in New York · Magna cum laude, Cardozo School of Law · Columbia County resident since 2003

Start a conversation about the future you want to create.

Morgen M. Bowers

Our Practice Areas

Every family has different priorities. We help you explore the right estate planning options to document your wishes, prepare for the unexpected, and plan for the people and assets that matter to you.

Estate Planning

Wills

Trusts

Special Needs Trusts

Powers of Attorney

Advanced Directives

Asset Protection

Tax & Legacy Planning

1. Life & Legacy Planning Session

Review your assets, understand New York’s default estate plan, and explore the right options for your family’s needs and wishes.

2. Review and Finalize Your Choices

Review your decisions about guardians, executors, powers of attorney, and trustees before finalizing the details of your personalized estate plan.

3. Sign Your Personalized Estate Plan

Review and sign your customized legal documents, with guidance on the signing process, required witnesses, and notarization.

4. Fund Your Living Trust

Learn how to align asset ownership and beneficiary designations with your estate plan, helping ensure your assets are distributed according to your wishes.

5. Record Your Family Wealth Legacy Interview

Preserve the values, stories, and messages you want to share with your loved ones and future generations through a personal legacy interview.

6. Inform Your Key People About Your Plan

Help your chosen decision-makers understand their roles and know where to find the information they may need when the time comes.


7. Check In Over Your Lifetime

Keep your estate plan up to date as your family, finances, wishes, and applicable laws change over time.

How to Get Started

Getting started doesn’t have to feel overwhelming. We’ll walk you through each step, explain your options in plain English, and help you put your wishes in writing.

Other Firms Prepare Documents. We Help You Make Decisions

Most people walk into estate planning expecting jargon and a stack of paperwork. Here’s what you’ll find instead:

  • We listen to your concerns, priorities, and goals before recommending a plan.
  • We take your family relationships and individual circumstances into account.
  • We create personalized estate plans—not one-size-fits-all solutions.
  • We help you understand your options and feel confident in your decisions.
  • We build lasting relationships and help you revisit your plan as life changes.
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Jeffry H.

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During the stressful process Megan worked well with us towards a rewarding outcome. Megan and her team has given us such peace of mind through the process and protected the future of our assets to assure our wishes get carried out. I would recommend them to anyone and everyone. Thank you, team.

Morgen and her team were extremely helpful creating a trust which works for our blended family. Even when making last minute changes at our signing we were treated with kindness, patience and understanding. Very pleased with the webinar which lead to us choosing Four Corners Legacy Law for our estate plan.

Attorney Morgan Bowers and her team were patient and thoroughly explained the estate planning process to my husband and me. Their follow through was exemplary when at one point we became discouraged with the process. We would highly recommend their services.

Jennifer K.

Theresa S.

★★★★★

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★★★★★

Our Happy Clients

Planning Is an Act of Love

The plan you make now is a gift to the people you love. Your children are cared for by the people you chose. Your spouse knows exactly what happens next. Your family isn't left guessing, or sorting it out in court.

Without a plan, those decisions fall to New York's default rules and to whoever is left to figure it out. It doesn't have to go that way.

22 Park Row, Chatham, NY 12037

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125 Wolf Road, Suite #503-3 Albany, NY 12205

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