ESTATE PLANNING DURING COVID-19

ESTATE PLANNING

Having an estate plan is always important, but even more so in the midst of a global pandemic when the threat of serious illness is greater than normal. Estate planning is the process of managing a person’s estate during their life, during incapacity, and eventually after death. To create or update your estate during Coronavirus, consider hiring a lawyer who specializes in estate planning and offers virtual practices to help keep you and your family safe

THE PROCESS OF ESTATE PLANNING

It varies due to individual needs, but most estate planning processes follow a similar timeline:

  1. Meet With An Estate Planning Attorney. Often called an initial consultation, this meeting allows both you and the attorney to get to know each other and make sure the attorney-client relationship is the right fit for you and your family.
  2. Provide Information. Many estate planning attorneys will ask you to fill out some sort of questionnaire to provide the information necessary to create your documents.
  3. Draft & Review. Once the documents are drafted, the client has an opportunity to review them.
  4. Sign the Documents. The documents are often signed in the presence of a Notary Public and at least one witness if not two.

VIRTUAL ESTATE PLANNING

Now more than ever, states are changing their laws and lawyers are modifying their practices to be increasingly more virtual and therefore more convenient to clients. Whether you are concerned about COVID-19 or just can’t find the time to head into a law office, there are a variety of ways you can connect with an estate planning lawyer that do not require in-person contact.

  • Phone

Often used for the initial consultation, a simple phone call can be the best way to meet with an attorney.

  • Video Conferencing

From Zoom to Facetime to Google Hangout, there are a variety of video conferencing platforms that easily replace in-person meetings. Plus, unlike phone calls, both the client and attorney are able to visually put a face to the voice on the other end.

  • Email

Some estate plans may have up to 200+ pages of necessary documents. Rather than printing all those pages for review, email is the method most used to provide the drafts of the estate plan. Plus, email creates a clear and written record of both the lawyer and client’s questions, desires, and changes.

REMOTE (ONLINE) NOTARY

Many estate planning documents need to be witnessed and notarized. In the past, the signing of these documents needed to be in person. However, COVID-19 has seen many states push for Remote Notary and online witnessing options. Check with your estate planning attorney to see if Remote Notary is an option for your estate plan.

Interested in meeting virtually with an attorney? Contact the law offices of Kamper & Estrada, PLLC to chat with our experienced estate planning attorney. You can complete the entire process from the safety of your own home.