How to Estate Plan While Staying at Home

On Behalf of | Sep 1, 2020 | Estate Planning |

Since the outbreak of COVID-19 in the U.S., Californians have sheltered in place, learned to social distance, and become more accustomed to managing their affairs remotely to prevent spreading the virus. As recent events have shown, it’s not always possible to know when a serious illness or medical crisis will impact your life. Therefore, the time to put the right measures in place for you and your loved ones is now. Even though you may be spending more time indoors, there are plenty of ways to prepare for the future. Here are some ways to estate plan while staying home.

Contact a California Estate Planning Attorney

Today, consulting with a California estate planning attorney from your home is relatively simple. If you have a smartphone or computer, you can set up a video appointment. If you would prefer to consult by phone, that can be easily arranged as well. Make an appointment and talk with an experienced attorney about your estate planning needs. Once you review your circumstances with an experienced California estate planning lawyer, you will understand more about what you need. After that, you and your attorney can develop a plan to create the right devices to protect you and your loved ones.

Gather Your Information

After meeting with your California estate planning attorney, you will probably need to get more information for a follow-up appointment. While you are home, this is an excellent time to go through your documents, computer files, and other records and find what you will require for your estate planning tasks. For example, if you want to create a trust, you can locate the financial records connected to the proposed trust assets. If you are concerned about future capacity challenges, you may want to find your recent medical evaluation records to pair with any testamentary documents. Review your records and place them in a centralized location to prepare for your next estate-planning appointment.

Get Organized

Once you and your attorney have determined the safest and most effective way to communicate and execute your estate planning documents, you will need to be sure they are stored in a location where they can be found. Develop an organizational system for your estate planning documents as well as other relevant information.

Additionally, you want your loved ones to be able to find critical pieces of data if something should happen to you. Be sure to communicate with them about where you have placed everything. For example, if you have a binder with important information in a desk drawer, let your spouse and children know its location.

Estate planning during the pandemic is possible, and we can help. At the Law Office of Alice A. Salvo, we are experienced California estate planning attorneys who can help you evaluate your situation and help you create the best estate plan for you and your family. Contact us today for a free consultation.


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