Emergency Planning during Covid-19

What can be done to complete an estate plan during this unprecedented time? Clients have been asking how they can finish a will and powers of attorney when it isn’t safe to interact with others. After much brainstorming, lawyers across Texas came up with options. So what do you do?

  • Start regular estate planning beginning with the consultation and drafting as you normally would. Since in-person appointments aren’t wise at this time, we are using Zoom for video conferencing and also doing planning meetings by phone.
  • Drafting and reviewing of formal documents continues. We prepare your documents as usual and review them together, also by video or phone meeting, or questions are exchanged and answered by email.
  • As part of your current estate documents, you will receive instructions on how to prepare a holographic will (entirely in your own handwriting) that will work though isn’t ideal. Medical documents like power of attorney and directive to physicians can either be witnessed or you can use an online notary.
  • As soon as shelter-in-place requirements are no longer necessary, we will meet to sign your will and other estate planning documents with all the normal formalities.

Ready to get started? Have additional questions? Don’t hesitate to contact us for a free 15-minute consultation or schedule your planning meeting.

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