Meeting with Morrill Law attorneys to set up your estate plan should be a stress-free experience during this tumultuous time. At Morrill Law, we take the health and safety of our employees and clients seriously. Your estate plan can be created and implemented without violating a Stay at Home Order and while practicing social distancing. Here is what you can expect:
- Consultations are set up by calling our office (925) 322-8615 and speaking with our paralegal. We accept payment via credit or debit card through our secure website.
- After you schedule a time for your consultation, you will receive an email with our client questionnaire. If you requested to meet via video chat, you will also receive a link to a virtual meeting via Zoom (other methods of video conference such as FaceTime are also available). Zoom is user-friendly and no cost to our clients. Clients need only a computer, smart phone, or tablet and access to the internet for these meetings.
- At the consultation, you will discuss your wishes for your succession planning with one of our attorneys, and a meeting will be scheduled to sign your documents once they are drafted.
- Our Fee Agreement will be sent to you for signature via DocuSign.
- We can send drafts of your estate planning documents and field any additional questions you may have through e-mail. We can also set up an additional telephone call or Zoom meeting if needed.
- Final estate planning documents will be sent to you for signing and a final Zoom meeting scheduled with your attorney. Contrary to popular belief, revocable living trusts do not need to be notarized. Putting your health and safety in jeopardy is not necessary in order to have a valid revocable living trust. However, we strongly encourage our clients to set up an in-person follow-up meeting, at no additional charge, once all Stay at Home Orders have been lifted and social distancing is no longer necessary. At the in-person follow-up meeting, we can have your signatures acknowledged by one of our notary publics.*
- Morrill Law keeps copies of all signed plan documents in our cloud based document bank. Original plan documents will be sent to you for safekeeping!
*Deeds transferring real property into your trust will need to be notarized. Please discuss this process with your attorney at your consultation.