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NYS Trusts & Estates · Join the Founding Partner List

The estate
software your
clients assume
you already use.

One missed deadline. One exemption-cliff miscalculation. One beneficiary asking, "Can you show me exactly what happened?" EstateMatter closes the gaps in estate administration.

Request Early Access See the Platform ↓
Practice Pulse Wed Jun 4 2026
Open
47
Overdue
3
709 Due
6
1041 Due
4
Active Matters
Estate of Whitfield
ET-706 Filing
Overdue
Berkman Family Trust
Form 1041 · FY Extension
Due in 6d
Estate of Chen
Form 709 · Gift Tax Return
Due in 14d
Estate of Hartmann
Form 1041 · K-1 Distribution
On Track
NYS Cliff Warning — Estate of Morgenstern: $7.42M exceeds $7.16M exemption. Full NYS tax applies on entire estate.
EM
$84T
Intergenerational wealth transfer underway by 2045
$7.5M
NYS exemption cliff — one dollar over triggers full tax
12–20
Months of average estate administration per matter
0
Tolerance for a missed Surrogate's Court deadline
The Problem

The exposure your spreadsheet can't see.

Experienced attorneys don't miss deadlines because they're careless. They miss them because the tools they're using weren't built for this work. A spreadsheet has no knowledge of NYS tax law. It doesn't fire warnings. It doesn't remember what happened or who did it.

01

Deadlines are legal obligations

A missed ET-706 or creditor window isn't a workflow failure — it's a malpractice event. NYS Surrogate's Court runs on hard dates, not best efforts.

02

The exemption cliff is invisible

Federal exemption is now $15M. New York's is $7.5M — with a cliff. A $7.6M estate pays full NYS tax on everything. No generic tool flags this automatically.

03

AI without audit is liability

An AI answer without a cited source and an immutable log isn't productivity — it's exposure. EstateMatter's AI cites EPTL and IRC section by section, every query.

The Platform

From the first gift
to the final distribution.

NYS T&E practice spans decades of a client's life. EstateMatter is the only platform built to track the full arc — gift planning, estate administration, and fiduciary tax — in a single matter record.

During Life
Gift planning & tax return intelligence
Long before death, the estate is being shaped. Every annual exclusion gift, every taxable transfer, every 709 filing — tracked from inception so nothing needs to be reconstructed later.
Gift Tax Returns — Form 709, cumulative history
Annual exclusion monitoring per donee
Lifetime exemption tracking against federal & NYS
Filing deadlines tracked alongside all other matters
At Death
Estate administration & compliance
The moment a client dies, the clock starts — and it never stops. Surrogate's Court deadlines, creditor windows, ET-706 filings, NYS cliff calculations. EstateMatter runs the clock so you don't have to.
Deadline Engine — every NYS obligation, auto-calculated
NYS Cliff Warning — fires before it's a problem
Gift history flows in — from 709 to 706, seamlessly
AI Law Assistant — EPTL & IRC, cited every time
After Death
Fiduciary income tax & distribution
Administration doesn't end with probate. Trusts and estates file 1041s for years. Fiscal year elections, K-1 distributions, multi-beneficiary tracking — managed across every open matter in your practice.
Form 1041 — FY elections, extensions, K-1s
Multi-year visibility across all active 1041 matters
Beneficiary tracking — distributions per schedule
Immutable audit log — every action, every actor
"
There's a dearth of solutions available for this space — something that brings it all together During Life through After Death.
NYS T&E Attorney · Private Practice · 2026

Every module.
Every obligation.

Six purpose-built modules. Each one addresses a specific failure point that NYS T&E attorneys have told us costs them time, money, or sleep.

01
Deadline Engine
Auto-calculates every NYS Surrogate's Court deadline from date of death. Holiday-adjusted. Zero manual math. Two-threshold alerts at 30 and 7 days.
Core Compliance
02
NYS Cliff Warning
Fires automatically when gross estate crosses the NYS exemption threshold. Displayed in dollars. Updated annually. No configuration required.
Tax Intelligence
03
AI Law Assistant
Natural-language queries against EPTL, IRC, and NYS Tax Law — with citations. RAG-grounded. Hallucination-resistant. Cited sources, every time.
AI · Citations Required
04
Immutable Audit Log
Every action written to an append-only log. Status changes, completions, notes, logins — all timestamped and actor-attributed. Malpractice defense by default.
Audit Defense
05
Gift Tax Returns
Form 709 gift history tracked from the first gift, flowing directly into the estate at death. No reconstruction. No gaps between lifetime giving and the taxable estate.
GTR · Form 709
06
Fiduciary Income Tax
Form 1041 fiscal year elections, extension deadlines, and K-1 distributions tracked across all matters. Multi-year 1041 obligations visible across your entire practice.
Form 1041

Fiduciary tax,
handled.

Gift tax returns and fiduciary income tax are two of the highest-risk, most time-consuming workflows in estate administration. EstateMatter tracks both — across every matter, automatically.

Gift Tax Returns · GTR
Form 709 — from first gift to final estate.
Gift history doesn't live in the estate file. It lives in a paralegal's spreadsheet, or nowhere at all — until the 709 is due and no one can reconstruct it. EstateMatter tracks every gift from inception, so the return is never a reconstruction exercise.
✓
Cumulative gift history tracked per donor across all matters and tax years
✓
Annual exclusion monitoring — flags gifts approaching or exceeding the per-donee limit
✓
Flows directly into the estate at death — no re-entry, no reconciliation, no gaps
✓
Filing deadline tracked automatically alongside all other matter deadlines
Fiduciary Income Tax · Form 1041
Every fiscal year, every K-1, every extension.
The 1041 is where estate administration complexity compounds — fiscal year elections, extension deadlines, multiple beneficiaries, K-1 distributions. One missed extension is a penalty event. EstateMatter tracks the full lifecycle across every trust and estate matter in your practice.
✓
Fiscal year election tracking — calendar year default or elected fiscal year, per matter
✓
Extension deadlines auto-calculated and surfaced at 30-day and 7-day thresholds
✓
K-1 distribution tracking across all beneficiaries, per trust and estate
✓
Multi-year visibility — active 1041 obligations across your entire practice, in one view
Why 2026

The federal–NYS gap is the largest practitioner risk in a generation.

The One Big Beautiful Bill Act permanently set the federal estate tax exemption at $15M per person. New York held at $7.5M — cliff intact. That gap is new, permanent, and affects your most valuable client matters right now.

Practices still routing compliance through spreadsheets are one missed threshold calculation away from a six-figure client event.

Federal Exemption
$15M
Permanent · OBBBA 2026
Per person · indexed
New York State
$7.5M
Cliff intact
Full tax on entire estate
Gap
$7.5M zone where federal clears and NYS fully exposes. One dollar over the cliff triggers full NYS tax on the entire estate. EstateMatter warns you before you reach it.
Founding Cohort

Founding firms shape what it becomes.

We're accepting a limited cohort of NYS T&E practices. Not to fill seats — to build the right product. Founding firms shape the roadmap, not just receive it.

01 · Access
Direct Product Team Access
Quarterly roadmap reviews by video. Your workflows inform what gets built next. Feature requests acknowledged within 48 hours — and actually used.
02 · Coverage
Regulatory Updates Included
All NYS Tax Law changes, EPTL amendments, Surrogate's Court rule updates, and annual exemption threshold adjustments included — no add-ons, ever.
03 · Protection
Founding Pricing, Locked
Annual increases capped at 5% per year throughout the agreement term. Your data is yours — full Excel export on demand, deletion guaranteed on contract end.
Request Early Access

Tell us about your practice.

We review every application personally. This isn't a waitlist — it's a conversation. We're looking for NYS T&E practices that want to be building partners, not just early customers.

01
NYS-focused practice
EstateMatter is depth-first, not breadth-first. Built for New York Surrogate's Court and NYS tax law specifically.
02
Active estate administration
The more matters in motion, the more value the platform delivers on day one. Volume is a feature, not a prerequisite.
03
Appetite for iteration
Founding partners shape the product. We ask for candid feedback — and we actually build from it.
Practice Profile
We respond within 2 business days. No sales calls without your consent.
✓
We'll be in touch.
Thank you. We review every application personally and respond within 2 business days.