The PBA General Counsel's Office has recently assumed the responsibility of preparing simple wills and related documents for active and retired members and their spouses.

Wills will be prepared subject to verification of a member's eligibility by the PBA Funds Office (212-349-7560). The plan covers simple wills for members domiciled in New York State. Certain considerations may warrant that you go outside the plan to secure an attorney, including: an out of state domicile, the amount of assets involved in your estate, the nature of your assets, or the complexity of family relationships having claims on the estate. Similarly, we will not provide any form of tax or estate planning in connection with the preparation of your simple will. Anyone desiring such services should retain their own attorney.

In order to prepare your will, we need to obtain certain information about you and/or your family and assets. We ask that you provide this information by completing the Confidential Will Interview Form. It is important that you complete this form accurately as the information will be used to draft your will. If you are requesting a will for your spouse, please have your spouse print and complete an additional form.

We have also linked Living Will, Health Care Proxy and Power of Attorney Forms, and Frequently Asked Questions regarding these documents. If you wish to make effective any or all of these documents, kindly provide the information requested on the forms and send them back to us. All completed form(s) should be sent to:

The General Counsel's Office
40 Fulton Street, 3rd Floor
New York, New York 10038
Attention: David M. Nicholson

If you have any questions about how to complete any of these forms, contact David Nicholson, Assistant General Counsel, at (212) 298-9144.

When we receive your completed forms we will draft your will and related documents and send them to you for your review. Once you have had an opportunity to review them and confirm the accuracy of the information contained therein, you should contact the General Counsel's Office to schedule an appointment to finalize and execute the documents.