If you are an immigrant or mixed-status parent in New York, here is the short answer: you can name a guardian for your minor children, sign a valid will, and plan your estate under New York state law no matter your citizenship status — and immigration status does not bar your family from inheriting your property. But two different legal worlds touch your family at once. Guardianship and estate planning live in New York state law (handled in Surrogate’s Court and county courts), while your green card, visa, or naturalization questions live in federal immigration law. The honest, practical answer is to use the right specialist for each side. This post walks through a typical immigrant family’s situation so you can see exactly where the lines fall.
Meet the Garcia Family: A Typical Scenario
Imagine Ana and Luis, a married couple living in Manhattan. Ana is a U.S. citizen, Luis is a green-card holder, and they have two young children born in New York. Luis’s mother, who helps raise the kids, is here on a visa and her status is still being sorted out. Like many families, they have never written a will, and they assume that if something happened to them, the children would “just stay with family.” Under New York law, that assumption is risky. Without a written plan, a court — not the parents — decides who raises the children, and the family’s property passes under New York’s intestacy rules in EPTL Article 4 rather than the way Ana and Luis would have chosen.
The fix is straightforward and entirely within their reach as immigrants. New York lets any competent adult name a guardian for minor children and direct their estate, regardless of citizenship.
The New York Side: Will, Guardian, and Powers
A New York will is the document where Ana and Luis name who will raise their children. To be valid, EPTL §3-2.1 requires that the testator sign at the end of the will, declare to the witnesses that it is their will (publication), and have two attesting witnesses. Inside that will, parents nominate a guardian for their minor children — the single most important reason for immigrant parents to act early.
A few other state-law tools round out the plan:
- Power of attorney under GOL §5-1513 (the durable 2021 statutory short form) lets a trusted person manage finances if a parent becomes incapacitated.
- Health care proxy under Public Health Law Article 29-C names who makes medical decisions.
- A revocable living trust (EPTL Article 7) can avoid probate, though it gives no estate-tax savings. An irrevocable trust can offer tax reduction, asset protection, and Medicaid planning — but note the 5-year look-back.
- A special needs trust (EPTL 7-1.12) protects a disabled child without disqualifying them from benefits.
Guardianship is also relevant for adult family members who cannot manage their own affairs — for example, an aging parent. If that becomes a concern, read our guardianship overview and our explainer on Article 81 guardianship. Where a full guardianship is more than the family needs, alternatives to guardianship such as a power of attorney may be the better, less restrictive fit.
Where Immigration Status Actually Matters
Most of estate planning works the same for citizens and non-citizens. A few points, though, turn on status:
| Situation | What New York / federal law says |
|---|---|
| Naming a guardian for your kids | Allowed for any parent, any status |
| Non-citizen spouse inheriting | Unlimited marital deduction does not apply; a QDOT (Qualified Domestic Trust) is the standard fix |
| Foreign or non-resident heirs | Can inherit NY property; status adds documentation and tax-withholding steps |
| NY estate tax (2026) | Basic exclusion $7,350,000; a cliff at 105% ($7,717,500) wipes out the entire exemption |
Probate is filed in the New York Surrogate’s Court, and foreign or non-citizen beneficiaries are fully entitled to inherit. For Ana and Luis, the QDOT point matters: because Luis is not a citizen, leaving assets to him may need a QDOT to preserve the marital deduction. This is a New York estate-planning decision, not an immigration one.
When to Call an Immigration Attorney
Here is the critical split. Nothing above changes Luis’s green card or his mother’s visa. Immigration is federal law, administered by USCIS, and a separate practice area from estate planning. Because immigration is federal, an immigration attorney can represent New York families from anywhere in the country.
For the federal side — family green cards, sponsoring a relative, or adjusting status — we make an honest cross-referral. Our firm handles the New York estate and guardianship work; for immigration, families should consult a family green card attorney in Florida (Fitenko Law), who serves Russian- and Ukrainian-speaking families. Using the right specialist for each side protects your plan on both fronts.
Frequently Asked Questions
Can I name a guardian for my kids if I am not a U.S. citizen?
Yes. Any competent parent in New York can nominate a guardian in a valid will under EPTL §3-2.1, regardless of immigration status.
Will my non-citizen relatives lose their inheritance?
No. Foreign and non-resident heirs can inherit New York property. Their status adds documentation and tax-withholding steps but does not bar inheritance.
Does my will affect my green card application?
No. A will is governed by New York state law; immigration is federal law. They are separate, and one does not control the other.
My spouse is not a citizen — is that a problem for estate taxes?
The unlimited marital deduction does not apply to a non-citizen surviving spouse. A QDOT is the standard tool to address this.
Take the Next Step
For the New York estate and guardianship side — your will, guardian nomination, powers of attorney, and any QDOT or trust planning — consult Morgan Legal Group. You can review our guardianship overview or schedule a consultation at calendly.com/russel-morgan/30min.
For the federal immigration side — family green cards and sponsorship — speak with the family green card attorney in Florida referenced above (Fitenko Law). Two specialists, one well-protected family.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
Further reading from Morgan Legal Group: .