Making an Estate Plan During the Coronavirus Outbreak – Is it Even Possible to Consult with an Attorney Right Now?

March 31, 2020

By Robertson Law

Yes. The legal team at Robertson Law will meet with you via telephone to discuss your needs. If needed, any documentation can be drafted and reviewed by electronic mail. In addition, because Alabama’s governor, Kay Ivey, recently entered a proclamation allowing for documents to be witnessed and/or notarized “virtually through videoconferencing,” the entire process can be carried out with no personal interaction.

Our dedicated and compassionate legal team at Robertson Law understands that the COVID-19 outbreak has many people questioning if they are truly prepared for the worst-case scenario. Over the last couple of weeks, our law firm has been inundated with phone calls from clients who want to update or draft wills and other estate planning documents to make sure they have all of their affairs in order in case they are impacted by the coronavirus crisis. If you find yourself working on an estate plan during this time, we suggest you consider the following things:

Do My Documents Reflect My Current Wishes?

One of the most important things you can do during a crisis is to make sure your estate planning documents reflect your current wishes. If there have been major changes in your life recently, such as marriage, birth, death, or the purchase or sale of new property, then you need to review your will and trusts to make sure you can execute a plan that covers your loved ones and other beneficiaries.

Are My Advance Directives Up to Date?

Your advance directives (such as your health care proxy, living will, and power of attorney) express your wishes and authorize your agents to make medical and financial decisions for you in the event you are unable to do so. Review these documents to ensure that they reflect your current wishes and that the people you select will be able to tend to those matters on your behalf. In addition, make sure to discuss your health care wishes with your agents so they are prepared to make decisions that reflect your wishes.

Do I Have All of the Right Estate Planning Documents?

At the very least, you should have the following three documents included in your estate plan:

Each of these documents will specify your wishes regarding distributing assets to beneficiaries, making financial decisions, and guidance for medical treatment if you become incapacitated.

Review Your Estate Plan With an Experienced Lawyer Today

Do you need legal guidance so you can sort out your estate planning affairs? Then call our firm today so we can review your situation and deliver the top-notch representation you deserve. Even during this uncertain time, we remain available to assist with your legal needs.

Call (256) 254-5525 to schedule your consultation with our seasoned estate planning lawyer at Robertson Law.