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Call Us (315) 793-3622



Client Services – The primary responsibility of this department is to ensure the client needs are being met from the first contact with our firm and through each law firm process (Estate Planning, Medicaid Qualification, Probate, Trust Administration, Guardianship, and Future Care Planning). You should contact client services to schedule upcoming workshop or to inquire of any upcoming meetings.

Professional Services – All questions for our legal team from Attorneys, CPA’s, financial advisors, insurance agents, banks and other professionals are handled by this department, including scheduling meetings with attorneys, private client workshops and in-house professional educational programs.

Agency Services – All questions for our legal team from agencies and Long Term Care facilities are handled by this department, including in-house educational programs, private resident consultations and facility assistance with coordination of services provided by other agencies.

Legal Services – The legal Services department handles all Medicaid, Probate, Trust Administration, Guardianships, Special Needs and Future Care Planning.

  • Medicaid Qualification – Preparation, submission of application with the Department of Social Services to provide required information and respond to inquiries related to both institutional and community Medicaid.
  • Probate – Handling all matters related to the submission of Will to Surrogate’s Court, Appointment of Executor and administration of the estate.
  • Trust Administration – Redistribution of trust assets after the death of the grantor to establish post death trusts in accordance with Trustmakers wishes.
  • Special Needs / Guardianship / Future Care Planning – Planning concerns for disabled and/or incompetent individuals regarding their current and future needs.

Estate Planning Services – Counsel clients on the identification, design and signing of individual client estate plans. Any legal/technical questions or questions regarding the design or signing of client estate plans are handled in this department.

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New Hartford

Legacy Building
555 French Road
New Hartford, NY 13413
Phone: (315) 793-3622
Fax: (315) 793-0076


6900 Highbridge Road
Fayetteville, NY 13066
Phone: (315) 446-3850
Fax: (315) 793-0076


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