1
Take the free score
Twelve questions in your browser. You get a number, the red flags, and a one-page letter you can leave on the table tonight.
The map is locked
One interview. Fourteen tabs. In this order.
The binder is not a stack of random forms. Tab 1 is the cover. Tab 14 is the phone list. Everything in between has a job. We do not invent a different map.
2
Build the organizer
The paid interview fills the 14 tabs. Organizer pages come clean. Papers that must be signed stay marked as drafts until a lawyer unlocks them.
3
Optional review
Porta Law P.C. can review the binder under a written engagement. An SNT instrument or a 17-A petition is never generated here.
The 14 tabs
Plain English for what sits in each tab, and what this product will not pretend to do.
1
Cover
Who this binder belongs to, the date, and a table of contents. The cover says whether the set is a draft, reviewed, or review declined. It never says “ready to sign” unless the review rules actually passed.
2
Letter to the executor and letter of intent
What a typical day looks like. What calms a crisis. Who to call first. This is the page families wish they had written. It is not a will.
3
Last will and testament
A New York will draft, watermarked until Porta Law unlocks it. Residuary gifts are not written as countable assets to a person with a disability.
4
Trusts: revocable living trust, SNT briefing, certification
If you want a revocable living trust, we can assemble a draft for review. We also prepare an SNT engagement briefing and a certification of trust (or a “no trust created” insert). We do not write a first-party SNT, a third-party SNT, or a pooled (d)(4)(C) joinder. Those stay with counsel.
5
Durable power of attorney
The New York statutory short form, drafted for review. This is the paper that works while you are alive.
6
Healthcare proxy and health-care instructions
Who may speak to doctors, plus written instructions. The instructions are not a living will. We do not generate a MOLST.
7
PHL 4201 appointment
The New York statutory form that names who controls disposition of remains. Funeral wishes live in Tab 13. Authority lives here.
8
Guardianship pocket
A cover sheet and a place to put 17-A, Article 81, or standby papers you already have. Not a petition. We will not generate letters of guardianship.
9
HIPAA release
So the people named in the binder can actually receive medical information.
10
Assets and benefits
Accounts, property, insurance, debts, and the SSI, Medicaid, OPWDD, and related benefits picture. No account numbers in the interview if we can help it.
11
Beneficiary designations
The table that catches TOD, POD, retirement, and life insurance forms. This tab is where countable-asset mistakes show up.
12
Digital assets and EPTL 13-A
Where the password list lives (not the passwords), plus a New York 13-A authorization so someone can request accounts from Apple, Google, and similar companies.
13
Funeral
Burial, cremation, faith, and memorial wishes. The legal appointment is still Tab 7.
14
Contacts
Executor, backups, care manager, doctors, family, Porta Law P.C., and the Surrogate’s Court line for your county.
What we will not generate
- A first-party (d)(4)(A) special needs trust.
- A third-party SNT instrument or a pooled (d)(4)(C) joinder.
- A 17-A petition, an Article 81 petition, or letters of guardianship.
- A MOLST.
- A final, unlocked will or trust without a written Porta Law engagement and an unlock decision.
Those limits are the product. They are how we keep benefits safe and how we stay honest about what a website can do.