Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality.
One way to feel more in control over what’s happening out there is to make sure we all have our legal affairs in order at home. That way, if it something does happen now, our families aren’t left with a big mess to clean up.
If you are trying to get your financial house in order right now, you may be just getting some basic documents in place. You may even be doing it yourself.
If that’s the case, it’s very important for you to know that the cost of a failed plan can be very high for the people you love. Plus if your documents are not properly signed, they will not work—period. And if your documents don’t work, your family could be stuck in court or conflict, which is probably the exact thing you want to avoid by handling your estate planning now.
There are many ways that plans fail, but one of the worst ways we see is when someone starts a plan and doesn’t get it signed properly. You do not want this to happen to your family. If you care enough about estate planning, you will want to make sure your plan will work when your family needs it.
That means you need to make sure your legal documents are actually signed, and signed in the right way. Some legal documents require two witnesses and some require notarization; however, in today’s social-distancing reality, these signatures could be difficult to come by. Some states have allowed remote notarization, others have not.
While we understand you likely have a desire to get documents in place now, we also believe there is going to be a significant increase in conflict and litigation as a result of DIY estate planning documents. Let’s keep that from happening to the people you love.
With your health and safety as our top priority, we are taking every precaution. We have adapted our signing process to safely ensure that your documents are properly executed. If you want to get your plan done the right way, we are happy to talk with you about your next steps.
We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That’s why we offer a Life & Legacy Planning Session, during which you will get more organized than you’ve ever been before, and make all the best choices for the people you love.
You can begin by calling our office today at 781-971-5900 to schedule a Life & Legacy Planning Session and mention this article to find out how to get this session at no charge.