04/28/2020
Are you thinking about doing estate planning (wills, trusts, etc.), but not sure what that looks like right now?
Hable Law has always offered most of our services virtually. This is our step-by-step process:
1. Our intake process can be done online. Contact Andrea to ask questions or to get started: https://hablelaw.com/contact/ We will send you an online intake form to help you gather information before meeting.
2. Planning meeting: In normal times, most clients have opted to meet in person for this meeting, but we’ve always welcomed video meetings. This is a comprehensive discussion with Andrea to talk about all of your choices about your estate planning. People often assume that estate planning is just writing down things like who you want to be the guardian for your kids, but it’s really so much more than that, such as talking through how assets transfer at death or how to delay inheritance for minors or young adults. The documents are just tools to accomplish your goals, so in this meeting we will talk about your big picture goals for estate planning.
3. Write your wishes for end-of-life care for your Health Care Directive. We have an online form that helps you work through this. This is optional and some clients skip this step.
4. Drafts are sent for you to review by email.
5. Email with Andrea to finalize your documents. Phone and video meetings are also available.
6. Signing meeting: This is the only step in the whole process that cannot be done entirely remotely. For the foreseeable future, we will do a pre-signing review meeting by video, and then a short “curbside” signing outside at our office to make sure documents are properly executed. In some cases we may mail documents to you for signing, but since most estate plans need two witnesses and a notary, when possible it makes more sense for us to help ensure this is all done properly.
[Video: Andrea waving hello from a Zoom meeting]