Estate Planning During the COVID-19 Pandemic
Now, more than ever, it is so important to have your estate planning documents in place. The requirement for in-person witnesses to your signature on estate planning documents can be a challenge in this time of social distancing. Our Wills, Estates & Trusts team are tailoring the process for our clients to protect their safety, while getting their will and estate plans in place.
Here’s how it works:
- Get the process started
Call or email one of our Wills, Trusts & Estates lawyers, and we can get the process started which means sending you one of our Personal Planning Guides.
We will schedule a phone or video appointment with you to go through your Personal Planning Guide together.
Based on our discussions with you, our experienced team of lawyers and drafting assistants will prepare your customized documents to reflect your personal wishes and preferences, and we will email them to you for your approval.
Once you have had a chance to approve the content of your documents, we will schedule a time for a ‘drive-thru’ appointment, as well as a phone call the day before to go through your Will, Power of Attorney and Personal Directive with you to make sure that you understand what you will be signing.
- ‘Drive-thru’ Service
You will drive into our SE office parking lot so that we can give you signing instructions and witness your signatures along with a second witness from our team.
Admittedly, you will have to park and the signing will take a bit of time, but we can still witness your signatures this way.
Don’t be caught unprepared by COVID-19. Contact one of our Wills, Trusts & Estates lawyers—we're here to assist you.