Suddenly find yourself with some extra time at home? Take advantage with remote estate planning.

This blog has previously covered the importance of estate planning, no matter your age, here.

In our busy lives, estate planning is one of those “I’ve been meaning to do that” tasks. With many of us practicing social distancing, working remotely, and cutting out social engagements, it’s a perfect time to work with Levine Law in crafting a personalized estate plan. In order to keep everyone safe and healthy, here’s how the process would go:

1. Email us at info@levinelawma.com.

2. We will send you an estate planning questionnaire in a fillable-pdf format. This 8-page document will give us an idea of your financial picture, potential probate assets, and your ultimate goals.

3. After you’ve completed the questionnaire, we will set up a phone or video conference to fill in any gaps or follow up on any questions. We will also explain the options for your estate plan.

4. After our meeting (and any follow ups, if necessary), we will draft your requested documents and send them to you for review. We can continue revising until you understand the documents and are completely satisfied.

5. Once you are satisfied with your estate documents (will, trusts, health care proxies, powers of attorneys, etc.), we will create a plan for execution of the documents. In doing so, we will consider the health of our clients and the latest guidance from local, state, and federal governments and health care authorities.

If you are healthy but respecting social distancing advisories, you’ve probably thought that this is an opportunity to finally finish up some long gestating tasks. Estate planning is a prime example of this, and you can contact Levine Law at info@levinelawma.com to finally check that box.