Obviously, I'm very aware of the Coronavirus situation and the fear it is generating in our communities. I also know that many of your are now home with children as a result of schools and offices being temporarily shut down.
With the above in mind, I thought that perhaps now would be a good time to forward along my essential estate planning template again for anyone who may have missed it previously. The template supplements your overarching estate plan through our office by providing additional information about your life in case of an emergency. This form covers credit card and loan information, insurance policies and contacts, accountant and broker information, etc. Taking the time to complete this form and keep it at home with your blue folder will give any Trustee a huge head start in handling your affairs during an emergency.
DOWNLOAD FREE ESSENTIAL ESTATE PLANNING DOC
I do believe the temporary shutdowns will likely slow the progression of the virus, but it will be some time before things are up and running normally again. In the meantime, I will continue to work with anyone in need of estate planning services in whatever capacity they prefer. I'm happy to discuss changes and questions by phone or over email if you feel uncomfortable meeting in person. And when your paperwork is ready, I can email or mail it to you with thorough signing instructions for your convenience.
We're happy to work however you prefer while you focus on your family. Please spread the word about our firm if you know of anyone in need of estate planning assistance in the months to come.
Stay healthy and I'll be in touch.
PS - I had a nice lunch with Howard last week and passed along quite a few "hellos" from his clients. He sincerely appreciated that from everyone.