One of the most gratifying parts of our role as estate planners is when clients tell us they are relieved to finally have their estate planning done. In our experience, clients value knowing that their documents are in place, their loved ones are planned for, and that they have proactively addressed issues that are important to them, whether they be estate taxes, guardianship for their minor children, or protecting their adult children from divorce or their own frivolousness. In these uncertain times we want to make sure that we are available to you and your families so that your estate plan is in place and up to date. Our hope is, in this time of worry, you have one less thing on your mind.
In light of the unusual circumstances in which we find ourselves, we at Schooley Law Firm are making changes to the way we practice law, at least until things go back to normal. These changes include the following:
- First and foremost, we have resolved to offer virtual meetings through Zoom for any client interested in discussing their estate planning or estate administration from the comfort of their home. We take our role in “flattening the curve” seriously, but we also want to be available to those who need our services. Zoom allows us to virtually meet and to plan your estate without the risk of spreading COVID-19. So far, our virtual meetings have gone superbly.
- Second, we are offering “College Estate Planning Packets” for families with young adults who are home finishing the semester online. These packets will be offered at a flat price and consist of consultation and preparation of a Durable Power of Attorney and an Advanced Medical Directive naming an agent to make financial decisions and health care decisions for the principal, if he or she becomes incapacitated. Without these important documents in place, your young adult may need a guardian or conservator appointed by a court in the event of their incapacity.
- Third, we have made it our goal to offer videos through our website providing estate planning education and information to our clients and the general public. These videos will be on a wide variety of topics, ranging from the difference between a will and a revocable living trust, to gift and estate planning opportunities during a down market. We understand that in the current climate, you have a lot of questions and we want to assist you by providing answers to those questions.
In addition to these measures we are also considering several other steps to better assist our clients and we will alert you as we implement those changes. We are all in this together and we all have a role to play. We hope that we can provide you with peace of mind during this hectic time so that you can focus on your family and loved ones.
If you are interested in discussing your estate planning, contact us at 804.270.1300 to set up a Zoom meeting with one of our estate planning attorneys.