Highly Recommended & Rated Putnam Valley Wills Attorney

(845) 225-0111
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30+ Years of Experience
130+ Five-Star Reviews
2,000+ Probates, Wills & Documents

Highly Recommended Putnam Valley Wills Attorney | 30+ Years Experience

As a premier Carmel Probate & Wills attorney with 30+ years of experience & 2,000+ successful wills, powers of attorney, health care proxies and living wills, Cory A. Levine, Esq. provides the local expertise & efficiency needed for wills in Carmel, located in the  heart of Putnam County.  Cory A. Levine, P.C. is one of Carmel's highest-rated and most recommended wills law firms providing the dedicated representation Carmel requires.

FAQs about Wills in Putnam Valley

What are Some Reasons to Have a Will in Putnam Valley?
Answer:
  • Guardianship: You can choose a Guardian for your children, not the court.
  • Money Saved: You can save your estate by waiving bond provisions that could be required by the court.
  • Property to Minors: You can avoid assets going directly to minors (otherwise there might need to be court supervision for the sale of these assets).
  • Appointment of Executor: You can determine who will take care of your assets and their distribution.
Do I need a Will IN Putnam Valley?
Answer:
  • If you have minor children: Definitely.
  • If you don't have minor children: Probably, unless: a) Your personal wishes fall in line with the laws of intestacy; and b) You do not wish to choose a personal representative to preserve, gather and distribute your assets.
Who Gets my Property if I Don't Have a Will IN Putnam Valley?
Answer: If there is no Will in New York, your property is distributed according to New York State laws of intestacy and not necessarily as you planned.  Generally speaking: 
  • Spouse, no children: To spouse.
  • Spouse, children: Up to a certain amount to spouse, after that amount split between children and spouse (which can be a problem if minors are involved)
  • No Spouse, no children: To parents, if none, then siblings.
  • No Spouse, children: To children.
If I am Married, Do We Get Separate Wills in Putnam Valley?
Answer: Yes.
How Long Does a Will Last in Putnam Valley?
Answer: A properly drawn and executed Will is generally effective until it is changed or revoked.
Am I Required to Leave My Spouse Anything in Putnam Valley?
Answer: Yes to a point. Your spouse is entitled to money up to a certain amount and then a portion of the remaining amount.
Am I Required to Leave My Children Anything in Putnam Valley?
Answer: No.
When Should I Change My Will In Putnam Valley?
Answer: Usually when:
  • There is a change in circumstances;
  • You wish to change a bequest;
  • You wish to change the names of Executors, Guardians or Trustees; or
  • You wish to add or remove someone from the Will.
Who Should I Appoint as Executor IN Putnam Valley?
Answer: The Executor (or Executrix if a woman) should have common sense and good judgment. Geographical proximity to your property (especially real estate) should be considered as well. The Executor will hire lawyers, accountants and other professionals as needed.
What are Some Typical Excuses For Not Drafting a Will?
Answer:
  • "My kids will respect my wishes"-It is possible that their present or future spouses could be a problem instead. Also your family might not have a clear understanding of all your wishes. Moreover, family disputes can occur when there are different interpretations as to what your wishes are.
  • "I want my property to go to my spouse anyway"- Your property might not just go to your spouse. It may have to be split with your children. The problem is that an independent person might have to be appointed to oversee the children's interests (if they are minors). That means that person might have to approve the sale of assets (like your house) which will cost money and prevent your spouse from making independent decisions.
IS it okay to create my own Will using Web/Computer Generated Forms?
Answer: Often it is not okay.  Typical problems:
  • Most of these forms are not state specific;
  • It is possible that the proper procedures might not be followed (such as improper individuals being witnesses);
  • You cannot use a "Self-Proving" Affidavit, so Witnesses typically have to be located after you die and might have to appear in court.  A "Self-Proving" Affidavit can only be used when an Attorney supervises the Will; and
  • Your wishes might not be properly reflected.
What Other Documents are Part of an Estate Plan in Putnam County?
Answer:
  • Power of Attorney- Allows you to give authority to another to manage your financial and legal affairs on your behalf.  If there is no Power of Attorney in effect, a court proceeding and the appointment of a Guardian Ad Litem might be required. Many "do it yourself" forms are not "durable" and become invalid precisely when they are most needed (at the time you become unable to act for yourself).
  • Health Care Proxy- Allows you to appoint another person to make health care decisions if you should lack the ability or capacity to make these decisions yourself. Even if you are married or a parent-adult child relationship exists, there is no automatic right to act on behalf of the respective spouse, parent or adult child.
  • Living Will- Allows you to state your wishes about withholding or withdrawing life-sustaining treatments that prolong the process of dying.  It is a good back-up for a Health Care Proxy because it is clear and convincing proof as to what your wishes are, can be used even if your health care agent is unavailable, and can be honored by other states that do not honor the Health Care Proxy.

​Decades of Proven Legal Experience

Principal-Led Excellence in Wills, Powers of Attorney, Health Care Proxies and Living Wills in Putnam Valley
With over 30 years of dedicated practice, Cory Levine provides the sophisticated legal counsel that only decades of hands-on experience in Putnam Valley​ can produce. Our firm is a boutique practice by design, ensuring that every client receives principal-led guidance rather than being passed to a junior associate.  We have successfully navigates 2,000+ wills, powers of attorney, health care proxies and living wills​ and our focus remains on the quality and precision of every transaction. We combine the deep technical knowledge of a high-experience firm with the personalized, responsive service of a private attorney.
Verlane B.- Lincolndale, NY⭐⭐⭐⭐⭐
Going through a loss of a spouse where they are so many things to be taking care of ........ With his professionalism and his empathy, [he] was able to help me navigate through that difficult time.  He took care of everything in a timely manner. I was able to reach out to him whenever I had a question. 

I am recommending his service to anyone who is looking for a great Attorney.  Mr. Cory Levine will certainly take care of you. I am a client who received great service from Mr Levine.
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Why Our Experience Matters For You:
  • 30+ Years of Specialization: Strong local knowledge of the legal requirements of the Surrogate's Court of Putnam County for Putnam Valley residents
  • Strong Transactional Expertise: A proven track record in 2,000+ wills, powers of attorney, health care proxies and living wills.  
  • Client-Recognized Excellence: 120+ 5-Star reviews from clients who value our unique blend of responsiveness and senior-level expertise.
  • Local Offices- We have offices near Putnam Valley in Putnam County.

​Professional Profiles and Reviews

Areas Served

Putnam Valley • Lake Peekskill • Lake Oscawana • Roaring Brook Lake • Highfields Townhouses • Tompkins Corners