Estate planning attorney directory Manhattan Trust Writing Trusts, wills, probate & elder-law records, organized by what each firm publicly documents.

Home / Reading room / What to Bring to a New York Estate Planning Meeting at Mish…

What to Bring to a New York Estate Planning Meeting at Mishiyeva Law PLLC (85 Broad St)

By Manhattan Trust Writing · Manhattan Trust editorial

What to Bring to a New York Estate Planning Meeting at Mishiyeva Law PLLC (85 Broad St)

Where the consultation actually happens at 85 Broad St

For an in-person estate planning meeting, Mishiyeva Law PLLC is listed at 85 Broad St, 18th floor, New York, NY 10004. The primary phone line is +1 646-233-0826, which is also the simplest way to confirm the meeting format, timing, and what information the firm wants ahead of the discussion. Starting with location and contact clarity helps the consultation focus on planning decisions rather than basic logistics.

Mishiyeva Law PLLC office building
The address on file for consultations is 85 Broad St (18th floor) in New York, NY.

The two piles that make estate planning faster: identity and assets

Before the meeting, prepare a folder with two core categories of information. First is identity documents: names and contact details for key decision-makers and potential recipients, plus any existing estate-planning documents available from prior years. Second is asset and obligation summaries: a high-level list of accounts, real estate, business interests, and any debts, along with approximate values. This is the most efficient way to help counsel translate family goals into concrete drafting steps.

Because estate documents work together as a coordinated system, having this baseline reduces the need to reconstruct details during the appointment.

Living trusts, wills, and probate questions that reveal the real approach

Estate planning can be broad, but a strong consultation usually narrows quickly to how the plan handles living trust planning, will drafting, and probate-related outcomes. A useful way to structure questions is to ask what the plan is accomplish in practical terms, then tie each document to that purpose. For example: how the strategy supports incapacity planning decisions, how the plan coordinates beneficiaries across instruments, and what happens in the event of changes after signing.

When the plan is discussed this way, the meeting becomes more than a form review. It becomes a drafting roadmap.

Powers of attorney: ask what authority looks like in real situations

In New York estate planning, powers of attorney are often where families discover ambiguity. Instead of asking only whether an instrument exists, ask what authority it grants and how it is be used if the decision-maker needs to act due to incapacity. Clarify how the firm expects roles to work together: who manages financial decisions, who handles health-related decisions if applicable through the broader planning framework, and how the plan reduces confusion for family members.

These questions help ensure the document set aligns with day-to-day expectations, not just legal terminology.

Independent-firm consultations: confirm next steps and information gaps

Mishiyeva Law PLLC is described as an independent practice estate planning. After a first consultation, the most important follow-up is not just timing—it is whether the file is complete enough to draft accurately. Confirm what information is still needed, what draft components are expected first, and how revisions are handled. If the consultation is building toward living trust and will work, ask for a clear explanation of the sequence so family members can plan around it.

At minimum, keep the phone number +1 646-233-0826 accessible to quickly address missing details before drafting begins.

Pre-meeting checklist for a 85 Broad St appointment

  • Confirm the meeting scope and logistics by calling +1 646-233-0826.
  • Bring any existing will or trust documents, even if they are outdated.
  • Prepare a simple list of assets and approximate values for the counsel to review.
  • Write down key goals for living trust planning, will drafting, probate-related planning, and powers of attorney authority.
  • Prepare questions about how the documents coordinate so they do not conflict later.

With a prepared packet and targeted questions, a consultation at Mishiyeva Law PLLC becomes a structured planning session built around clear next steps.


Editorial note · Manhattan Trust is a public-record directory and does not provide legal advice. Statutory citations and percentages reflect general guidance and are not jurisdiction-specific. Always confirm current law and a firm's bar standing before any engagement.