Update to COVID-19
Our office is open!
We just operate with more flexibility. . .
I hope you are and your families are healthy and safe! The events over the past several months have reminded us that our work has never been more important. In light of the uncertainty and unrest we have been witnessing across the county it has never been more important to have a well crafted plan to ensure you and your loved ones will be protected.
We want all our clients to feel safe working with our office. So although our office is fully open, moving forward, we will continue to allow for virtual consultations for those who feel more comfortable meeting in that medium. We will continue to take the necessary steps to ensure our clients feel safe to work with us and meet with us. We remain committed to serving our community and protecting our clients, their families, and their finances.
What can you do today to protect yourself?
You need to make sure that you have a plan in place in the event that you become ill or incapacitated. Unfortunately, people often wait until they are ill to start this process, but that is a very costly mistake.
If you became ill, would your loved ones be able to make your medical and financial decisions on your behalf?
Without an Advanced Healthcare Directive or Durable Power of Attorney the answer to that question may be no. Alternatively, your family may have to go to court to get that authority, which takes precious time that you may not have.
How will appointments work?
When the shutdowns first began, we rolled out virtual consultations and client meetings using Zoom. We loved the flexibility that platform and the barriers it allowed us to overcome, so we are going to continue to offer those to our clients from here on out. It's a free software for our clients and perspective clients and only requires a quick download on your phone (or you can logon using a laptop).
How will I sign my documents?
Unfortunately, we have been unsuccessful in working with our California State legislators to allow for Remote Online Notarization for estate planning documents. So executing your estate plan must continue to be done in person. You can always contact the office should you require any further details.