New York Estate Tax Service
New York Estate Tax — Planning & Fixed-Fee Filing Packages
State-specific planning and compliant filing for New York estates and NY-situs assets — for residents and nonresidents. Scenario modeling (incl. “cliff” exposure), apportionment, federal coordination (Form 706 if applicable) and audit-ready documentation.
Estate tax planning — New York
Forward-looking strategies to reduce exposure (incl. cliff mitigation), align with federal rules and prepare clean filings later. Choose your track below.
New York Resident — Estate Tax Planning
Tiered pricing by complexity
- Tier A — Essentials: $1,550–$2,350 W-2/retirement, brokerage, primary home, limited beneficiaries; cliff review.
- Tier B — Enhanced: $2,450–$3,750 Rental/second home, small LLC/partnership, charitable intent; targeted cliff modeling.
- Tier C — Advanced: $4,050–$6,250 Multiple properties, operating business, trusts; complex cliff and liquidity planning.
What’s included
- Fact pattern & assets review; baseline NY exposure
- Scenario modeling (baseline vs. optimized; cliff sensitivity)
- Recommendations: titling, charitable options, trust strategies with counsel
- Federal coordination notes (estate/gift alignment & filings)
- Written planning memo & implementation checklist
Advisory only; legal drafting via your attorney.
Nonresident — NY-Situs Asset Planning
Tiered pricing by holdings
- Tier A — Single asset: $1,750–$2,650 One NY property or a single tangible asset/minority entity interest.
- Tier B — Multiple assets: $2,950–$4,750 2–3 NY assets, basic apportionment, simple entity layers.
- Tier C — Complex cross-state: $5,050–$7,450 3+ assets, operating businesses, cross-state elections & timing.
What’s included
- Exposure analysis for NY-situs real & tangible assets
- Apportionment & exit/transfer scenario modeling
- Home-state & federal coordination map
- Liquidity planning for potential NY tax
- Written planning memo & cross-state checklist
Third-party valuations and legal drafting excluded.
Filing packages — New York estates
Transparent, fixed-fee filing support with audit-ready deliverables. Complex scenarios may require a tailored quote.
Many New York firms bill estate filings by the hour. Our fixed-fee model gives you defined scope, deliverables and turnaround — no surprises, no billing creep. Each package includes a written quote and audit-ready documentation.
Starter — Threshold, Cliff & Filing Check
$430 flat fee
- Estate & NY-situs asset review
- Threshold, exemption & cliff assessment
- Filing decision memo (NY required or not)
- Checklist of documents & next steps
What’s included
- 30–45 min intake + documentation review
- Written decision memo with rationale
- Route to Standard/Premium if filing needed
Typical turnaround: 3–5 business days
Standard — Preparation & Filing
From $2,450 (typical range $2,450–$4,250)
- Everything in Starter
- Preparation of required NY estate forms
- Coordination with federal return (if applicable)
- Payment guidance & submission support
- Draft packet for executor/attorney review
What’s included
- Forms prep & reconciliations, transmittals
- Payment & extension guidance
- One revision cycle after review
Typical turnaround: 2–4 weeks (after docs)
Premium — Multi-State & Audit-Ready
From $5,450 (typical range $5,450–$10,950)
- Everything in Standard
- Apportionment for real estate & businesses
- Interstate coordination & timelines
- Audit-ready documentation & responses
- Attorney collaboration & representation support
What’s included
- Apportionment schedules & workpapers
- Interstate filing calendar & responsibilities
- Audit-response drafting & support hours
Typical turnaround: 4–8+ weeks (case complexity)
Our process
- Discovery (free): facts, deadlines, assets, cliff proximity, cross-state links
- Engagement & checklist: scope, fixed fee, documents list
- Analysis & drafts: planning scenarios or filing drafts
- Review & filing/implementation: confirm approach; submit forms or implement plan with counsel
- Follow-through: receipts, confirmations, audit-ready file
In-depth New York articles (Hub)
- New York Estate Tax — Complete Guide (Overview)
- New York Estate Tax Forms & Deadlines
- Nonresidents with NY-Situs Assets — Filing Guide
- New York Estate Tax Planning
- New York Estate Tax Cases & Rulings
- New York Estate Tax Calculator
Prefer a done-for-you approach? Book a discovery call and we’ll handle planning and filing end-to-end.
Why choose us?
- State-focused expertise: New York procedures + federal alignment
- Cliff-aware planning: targeted modeling to avoid unexpected state tax
- Predictable pricing: fixed-fee planning & filing
- Executor- & counsel-friendly: checklists, timelines, clean workpapers
- Multi-state ready: apportionment and cross-state coordination
Talk to a New York Estate Tax Specialist
Get clarity on cliff exposure, elections and timelines. We’ll recommend the right planning or filing package and provide a fixed-fee quote.