Our Response to COVID-19
Our office is still open!
For a while, it just operates a little differently. . .
First, let me say that I hope you are and your families are healthy and safe! I know these are scary and uncertain times, but we are here to help and ready to serve. During this COVID-19 crisis, our work and estate planning has never been more important as we face this global pandemic.
During this time, although our office remains open as an "essential service," it is going to operate a little differently for a while. Our office we will be adhering to the guidelines set forth by the state and federal government. Safety is our foremost concern and we want to do our part to mitigate the effects of COVID-19 as much as we can.
One thing remains unchanged, we are 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?
During this crisis, we will be conducting all of our client meetings virtually using Zoom. 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).
When it is safe to do so, well offer in person appointments once again, but also intend on continuing to make video conferencing available.
How will I sign my documents?
That solution requires us to be a bit more creative as California does not currently recognize "remote" notarization of documents. So we have a couple of solutions that we would be happy to go over with you.
Also we are currently working with our California State legislators to allow for Remote Online Notarization for estate planning documents so that we could conduct the entirety of the process virtually and from the safety of your own home.