New York: Every Legal, Medical, and Estate Planning Document You Need

Here's a complete guide to every critical medical, legal, and estate planning document and relevant state law for New York. Download these forms and get started with Pillar to organize all of your most important documents in one safe, secure, easy-to-use online storage solution

February 2, 2021

If you or a loved one lives in the Big Apple, there are a lot of important medical forms, legal documents, and state laws governing how you disburse your assets in a will or trust. It’s a lot to keep track of.

To help you out, we’ve compiled this list of the most essential documents you need to prepare your estate for any medical, legal, and end-of-life decisions if you live in New York. Start preparing you and your loved ones for the future with Pillar and keep every important document safe, organized, and ready to share when you need it.

Essential New York Medical Laws & Forms

How to Get Your Medical Records in New York

The New York Department of Health requires physicians to retain records for:

  • Adults: 6 years
  • Minors: 6 years and until 1 year after one reaches the age of 18.
  • Hospitals: should keep records for up to 6 years after the date of discharge

Download the patient medical record request form. You can also appeal denial of access to medical records.

Learn more about your rights when it comes to your medical records

How to Become an Organ Donor in New York

There are over 10,000 New Yorkers on the waiting list for a life-saving transplant. Anyone over 16 years old can register to be an organ donor in New York at Donate Life New York.

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New York Advance Directive for Healthcare

The law in New York grants you the right to accept or reject medical treatment, including life-prolonging procedures, such as mechanical respiration and tube or intravenous feeding. To outline your medical wishes should you become incapacitated, you need to create a suite of documents known as your advance directive.

In New York an advance directive typically includes these (4) documents

Essential New Jersey Legal Forms

How to Create a Will in New York

You have to be at least 18 years old and of sound mind to come up with a will in New York. It can be changed anytime through an amendment that must follow the same procedures as the original will.

Download Last Will & Testament Forms to get started planning your estate.

Learn how to create a valid legal will

New York Trust & Probate Laws

New York state does not use the uniform probate code which simplifies the probate process. It is therefore advisable that every adult in the state make a living trust document to avoid the complex process.

New York has a  simplified probate process for small estates worth under $30,000.

Download any of these New York Trust forms and securely store them with your Pillar account. 

Learn the biggest differences between a will and a trust

Does New York Have Inheritance and Estate tax?

New York is one of 12 states that imposes its own tax on estates. Commonly known as a “death tax,” the estate tax rate in New York is graduated.

It starts at 3.06% and goes up to 16% for taxable estates worth more than $10.1 million.

The taxable estate is the value of the estate above the $5.25 million exemption (unless the estate reaches that cliff of 105% of $5.25 million, then the whole estate is taxable).

Relevant New York estate tax forms:

Individual Income Tax in New York

As a resident of New York, you must file resident income tax returns.

How to Get a Birth Certificate in New York

The health department issues certificates for people who are born in New York City and those listed on the birth certificate as parents, and are 18 years or older. Birth certificates in New York cost $15 per certificate plus a one-time fee of $2.75 for identity verification.

Online orders take 10-15 business days, orders via mail take 20 weeks and corrections takes up to 30 days:

How to Get a Death Certificate in New York

Death certificates in New York cost $15 per certificate plus a one-time fee of $2.75 for identity verification.

Order a death certificate in New York with this online application.

How to Organize Your Most Important Documents

Life can be complicated, no matter where you live. Create your customized account with Pillar and safely scan, store, and even share all of your most important medical, financial, and legal documents from one secure online cloud storage solution so you have everything you need for all of life's biggest moments.

Start your free 14-day trial and let Pillar help make the complicated stuff a little easier to manage.