Estate Planning during COVID-19

Updated: Mar 30, 2020

It seems that during this period of isolation, we are either busier than usual or we have time on our hands. I suppose that may depend on whether you are working remotely, currently furloughed, or responsible for the education of your children while you work from home. This is definitely a time when we learn just how flexible we are as individuals and how adaptable we are as business owners.

Have you thought about what you would do if you suddenly started coughing and running a fever? During normal times, we wouldn't panic; we would call our primary care physician's office and follow the instructions given to us. But in today's climate, we immediately wonder if this is a cold or the dreaded novel Corona virus. And we should wonder! The current situation requires that we be more cautious, more concerned, more careful. A few months ago we washed our hands with soap but probably didn't count to 20 during the process. Now we not only do the counting, we make sure we use hand sanitizer more often than we probably did before. And we deal with a feeling of uncertainty. How long will this last? What will be the long-term effects of this virus? And what changes will we make in our lives as a result of this unsettling crisis?

Here at the Estate Planning Center we have chosen to stay open but with different procedures.

  • The offices will be cleaned and sanitized every morning and after any in-person meeting

  • A distance of 6 feet will be maintained

  • Meetings will be held via telephone or video conference if possible

  • Email, Fax, and Dropbox will be used to send and receive forms

While you are taking all the necessary precautions to stay healthy, make sure your financial power of attorney and healthcare directive are current. It also might be a good time to review all your estate planning. Should you need to discuss anything relating to estate planning or estate administration, we are here to assist you. Because everyone deserves peace of mind knowing that their estate plan will protect their family, preserve their assets, and pass on their legacy the way they want.

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