Practice Areas
Thoughtful guidance for every chapter of life.
Practice Areas
Thoughtful guidance for every chapter of life.
Structure and Clarity for Life's Transitions
Every family’s story includes moments of transition, growth, and reflection. Estate planning honors those moments by creating structure and clarity around the people and commitments that matter most. At Coda Estate Law, we approach each plan with care, helping you understand your options and make decisions that support your values and your future. Rooted in the performing arts, we bring particular understanding to the planning needs of artists and creative professionals.
Life-Stage Plans
Our life-stage approach ensures you receive guidance tailored to your current chapter.
Every plan is designed to meet you where you are in your journey and support the chapter you are writing next.
The Prelude Plan
For families just beginning their journey together.
The Prelude Plan is designed for young families laying the groundwork for their future. Whether you are newly married, growing your family, or beginning long-term planning, this
Will-based plan helps you protect your loved ones and your wishes.
- Foundational Will-based estate plan
- Protects your growing household
- Clear guidance as you begin planning
- Supports an intentional start to your family’s story
At Coda Estate Law, we believe a thoughtful beginning creates
a better ending.
The Solo Plan
For individuals authoring their own legacy with intention and grace.
The Solo Plan is crafted for individuals who chart their own course. This includes artists, entrepreneurs, creatives, and anyone planning independently and without children. It offers thoughtful planning that reflects your voice, your values, and your chosen loved ones.
- Estate plan tailored to your intentions
- Supports chosen loved ones and meaningful causes
- Honors your voice and personal vision
- Helps create a legacy that feels authentic and intentional
The Solo Plan invites you to write your ending boldly and beautifully.
The Duet Plan
For couples crafting a shared legacy on their own terms.
The Duet Plan is designed for partners who define family and commitment in their own way. It supports married couples, domestic partners, and committed companions who want to protect each other’s futures and honor their shared intentions.
- Estate planning tailored to your partnership
- Protects each partner’s future
- Supports chosen loved ones or causes
- Clarifies shared wishes with confidence and care
Every story deserves a thoughtful ending. This plan helps you
create yours together.
The Crescendo Plan
For growing families with evolving needs.
The Crescendo Plan supports families entering new chapters with expanding needs. This trust-based plan adapts as life changes and provides protection for spouses along with guidance for children or other beneficiaries.
- Flexible trust-based estate plan
- Coordinated planning for spouses or partners
- Adaptable trusts for beneficiaries
- Guidance tailored to your family’s growth
Every chapter deserves care. This plan helps you move
forward confidently.
The Harmony Plan
For individuals, couples, and families seeking tailored, long-term protection.
The Harmony Plan offers long-term protective trusts designed with care and precision. It works well for individuals, couples, and blended families who want to align goals and create balance across generations.
- Customized long-term protective trusts
- Supports unique beneficiary needs
- Ideal for blended families
- Aligns multi-generational goals
This plan is designed to address complex family structures, business succession considerations, and multi-generational
wealth transfer goals.
The Ovation Plan
For retirees and seniors protecting their legacy and long-term care.
The Ovation Plan provides comprehensive planning for retirees and seniors. It preserves your legacy, supports future health care needs, and ensures your wishes are honored with clarity and dignity.
- Comprehensive planning for later-life needs such as Medicaid eligibility
- Long-term care and health care considerations
- Protects and preserves your assets through trust-based planning
- We address tax efficiency and strategies to protect assets while planning for potential long-term care needs
Every life deserves a lasting tribute. This plan helps secure yours.
Probate and Estate Administration
When a loved one passes away, their estate must be managed and settled through a legal process known as estate administration.
We guide executors, administrators, and families through each step so the estate is handled properly and in accordance with the law
and the decedent’s wishes.
Probate and Administration
- Probate (With a Will): The Executor files a petition with the Surrogate's Court to admit the Will. Once approved, the Court issues Letters Testamentary that authorize the Executor to manage the estate.
- Administration (Without a Will): A qualified family member petitions for appointment. Once approved, they receive Letters of Administration that authorize them to collect assets, pay expenses, and distribute property under New York law.
Both processes require gathering assets, addressing debts and taxes, and distributing what remains to rightful beneficiaries or heirs.
Our Process: From Start to Finish
- Initial Engagement
- Court Appointment
- Inventory and Marshaling Assets
- Managing Debts, Expenses, and Taxes
- Ongoing Guidance and Communication
- Distributions to Beneficiaries
- Closing the Estate
From our initial meeting through final distribution, we guide you through each phase of estate administration. We handle court filings, help you marshal assets, manage creditor claims and tax obligations, and ensure proper distributions, all while keeping you informed and confident in your role as Executor or Administrator.
Not sure which plan fits your needs?
We can guide you.
Not sure which plan fits your needs?
We can guide you.
What Our Clients Say
Real experiences from people who found clarity, confidence, and peace of mind.
Affiliations
Active member of the Trusts & Estates and Elder Law sections of the New York State Bar Association.
Connect With Our Firm
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60 East 42nd Street, Suite 4600
New York, NY 10165
Whether you are planning ahead or navigating a loss, we are here to guide you
with clarity and care. Contact our office and we will help you take the next step.