How to Make an Estate Plan During a Crisis

COVID-19 is drastically impacting our community, and our attorneys at Patton Law Group understand that clients have many concerns at the moment. Our office believes it is important to remain available and dedicated to our clients during these uncertain times, which is why we are still here to serve your legal needs during this pandemic.

Our law firm has put isolation procedures in place to protect our employees, families, and clients so that our dedicated legal team can continue to offer top-notch representation and support while staying safe and helping our community promote healthy hygiene so that we can eventually get back to “business as usual.”

Please don’t hesitate to give us a call if you need legal advice and guidance during this time. Our firm has numerous ways to assist you from the comfort of your home, and we will work with you to find alternate resolutions when needed.

Reach out to us today at (916) 626-2932 to schedule a consultation with an experienced estate planning lawyer at Patton Law Group.

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With so much uncertainty about the future, it’s understandable that so many people are starting to seriously consider various “What if?” scenarios. If you want to make sure you and your family are protected during this time, then you need to consider the following:

  • Will & Trusts: When was the last time you checked your will and trust to make sure they are accurate and correctly reflect your wishes? Is your executor/trustee the right person, and can they still act on your behalf? Will your beneficiaries receive your assets in the right way? Is your property (and other assets) titled in your trust? Are your beneficiary designations properly updated?
  • Power of Attorney & Advance Directives: Make sure you have a durable power of attorney and health care documents in place, and that they are updated to correctly reflect who you want to act as your agent and other important wishes.
  • Guardianship Planning: Do you have minor children? Do you have specific assets and property that you would like them to inherit? Then you need to make sure your guardianship documents and wishes are in place and accurate.

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Keep in mind – California has specific requirements for drafting and executing a valid will or trust. Many people think that nothing can be done because documents have to be notarized in person. However, we have assisted our clients with drafting documents under various circumstances, and we have solutions for getting them executed.

Did you know that banks are considered an “essential business” and have remained open? Most banks offer notary services for their clients that you can still use while the “Stay at Home” order is in place. UPS/mailbox-type stores are also considered essential businesses during this pandemic. These places also usually offer notary services that you can use for your estate planning and other types of legal documents.

With more news coming out each day that reveals how devastating the coronavirus can be for those who contract it, it’s important to take care of your estate planning matters now, before it is too late. Taking the time to make sure your estate plan is in place so that you and your family are protected is an important factor in making preparations during this time.

You’ve got your toilet paper stocked up, now make sure you’ve got your estate plan in place! We hope that everyone continues to stay safe and healthy and that these estate plans are solely put in place for the long-term. But as one of my favorite authors writes, “There’s no harm in hoping for the best as long as you’re prepared for the worst.”

To set up your consultation with Patton Law Group via video chat, phone, or email, please reach out to us today by calling (916) 626-2932 or contact us online.

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