Stay Home With Your People and Pets

During uncertain times, having your legal documents ready is more important than ever. If you or someone you love becomes seriously ill and can’t make decisions about healthcare or finances, banks, insurance companies, and medical providers cannot legally accept verbal instructions — even from close family members — without proper documentation.

So how can you or your loved ones get those essential documents while still staying home and maintaining physical distance?

The answer: modern technology.

With today’s online tools, nearly every step of the estate planning process can be completed remotely, from the safety and comfort of your own home. As long as you have a phone or internet connection, you can take care of your legal planning needs without leaving your living room — giving you peace of mind that your affairs are in order and your loved ones can step in if needed.

Protecting Your Health While Planning Ahead

In these challenging times, we all need to build resilience, optimism, and preparedness. Here’s how to protect your health and still access uninterrupted legal services:

1. Take Advantage of Remote Appointments

While we love seeing our clients in person, we encourage you to use our virtual meeting options to stay connected and safe.

We can meet via phone or secure video conference.
You can receive and send documents through email or our secure portal.
Nearly every step — from consultation to document preparation — can be completed remotely, with only final signatures requiring in-person handling.

This means you can take care of your estate planning and legal needs without stepping outside your home.

2. In-Office Safety Protocols (When Applicable)

When in-person visits resume, we will follow all CDC-recommended precautions — including social distancing, frequent sanitization, and strict infection-control practices. You’ll still be greeted warmly, just without a handshake or hug.

If you feel unwell or show any symptoms, please reschedule your appointment or request a remote meeting instead. Your safety — and ours — is our top priority.

3. Planning for Clients in Hospitals or Care Facilities

Although we may not be able to visit hospitals or nursing homes right now, most facilities have staff available to witness and notarize documents. Many also offer internet access so we can work together virtually.

This means your documents — whether new or updated — can still be created and signed in most cases, even when physical visits aren’t possible. For individuals in vulnerable health situations, having these legal documents current is especially critical.

Prepare Now for Peace of Mind Later

Now is the perfect time to ensure you and your loved ones have the right documents in place. These include:

Durable Power of Attorney (for financial decisions)
Advance Healthcare Directive (for medical decisions)
Last Will and Testament or Living Trust (to protect your estate)

Taking a few simple steps today can save time, stress, and confusion later — ensuring your trusted person can act on your behalf when it matters most.

Stay Home With Your People and Pets | Remote Legal Planning