During the coronavirus epidemic with businesses operating remotely and stay-at-home orders in place, law firms need to establish connections with new and existing clients. Discover ways of engaging estate planning clients in virtual meetings, how to execute documents virtually to establish a client relationship during the pandemic and ways to adapt your firm to handle increased demands for updating wills, powers of attorney and health care directives. Join certified elder law attorney Julie Steinbacher as she discusses:
- options for meeting with clients by phone, in virtual meetings or via webinars
- available software with privacy policies and fee agreements
- what the law currently requires to sign Wills, POAs and Health Care Directives
- utilizing electronic notaries pursuant to the Department of State order
- how to help health care workers, first responders and other clients seeking advice on end of life decisions
- the need for more agents if an agent is quarantined or otherwise unavailable
Clients and their families are faced with difficult decisions. COVID-19 is too contagious to have in person conversations. How can we:
- communicate with clients especially those in locked-down long term care facilities or life-threatening situations?
- implement clients' wishes re: medically-induced comas, ventilators and life-sustaining treatments?
- advise clients about considerations for selecting agents, designated beneficiaries, guardians for minor children, executors, personal representatives and custodians?
- inform clients about handling their digital assets?
- meet clients' needs and abide by the current guidelines for life-sustaining businesses?
Recorded live on April 16, 2020.