ESTATE PLANNING DURING COVID-19 PANDEMIC
Protect your loved ones and your assets safely, quickly and affordably.
Out of nowhere the COVID-19 pandemic has turned our lives upside down and forced us to face the fact of our own mortality. In my office, I find that many people are calling me to create a will or a trust to protect their loved ones in the event of their death or incapacity, or to revise their old documents. Its human nature to procrastinate thinking about and dealing with these issues, but, if you don’t prepare documents designating who will care for you in the event of illness and who shall receive your assets in the event of your death, the law will decide for you.
Fortunately, there are creative and affordable ways to get your estate planning documents signed and in effect quickly from the comfort and safety of your home. To get started, call my office and we will make an appointment for our remote initial consultation. I will send you a client intake letter and form to acquaint you with the documents you most likely need, and a one page form to get some basic information from you for our telephonic meeting.
The estate planning consultation can be done over the telephone, face-time, or zoom, and back up information can be provided via mail, email, fax, and texting. Documents can be provided to you for your review via email or mail, and a time can be set aside to assure that I will be available by telephone when you are reading the documents to answer your questions at a time that you choose.
There are many options for finalizing the documents. Meeting with me is not necessary for document signing. The conventional meeting at my office in the conference room for an afternoon to read the documents, meet with the witnesses and notary public and discuss your questions is not the way to go until we have a COVID-19 vaccine. The manner of signing the documents, at this point in time, is decided on a case by case basis. It may be appropriate to sign at my office while practicing social distancing, and wearing gloves and masks. You may choose to sign the documents “on your own,” meeting at your home with the witnesses and an online notary. We will discuss our options and choose what method of signing is best in your individual situation and depending on what documents you have that require notarization.
Make a phone call today to speak with me about your legal issues and we will make an appointment and create documents that will provide a complete legal safety net for yourself and your loved ones.
Robin L. Bodiford, M.S.W., J.D.
The Law Offices of Robin L. Bodiford, P.A.