VIRTUAL ESTATE PLANNING
Virtual Estate Planning.
Do you need to meet virtually? We understand the time and financial constraints families face, so we offer our clients the option of working with us virtually — via phone, email, and video conferencing. We have been working with clients virtually for over a decade and have systems in place to make planning as convenient and easy as possible.
We know that in trying to balance it all – work, family responsibilities, children’s school activities, medical appointments – sometimes it’s hard to find the time to do the really important things like making sure your loved ones are protected in the event of our incapacity or death.
Now there’s a way to do the planning for those you love in a way that will work with your schedule.
We currently use Zoom for our video conferences.
Zoom is easy to use. Once you schedule your appointment, we will send you a link. This is just another way that we make the planning process as easy as possible for you.
Planning on YOUR schedule.
In addition to meeting during normal business hours, we offer our clients evening and weekend appointments as well to make planning as easy and convenient for you as possible.
We work with you in a way that is convenient for YOU.
Whether we conduct our meetings via phone or video conference, whether you are communicating from overseas, an airport, a home office, a hospital room, or during your commute, we make planning easy. Getting to your attorney’s office should not be the hardest part of planning.
We will never sell or share your information.