2020 has brought lots of changes! In response I’ve adopted new procedures and technologies into my practice to improve the way we work together.
These include:
- Online appointment and call scheduling to avoid phone and email tag
- Online and email billing
- Zoom meetings to discuss in-depth legal issues
- Document sharing via a secure web-based client portal
- E-signing of documents, when possible
- COVID-safe outdoor estate plan document signings at various locations
- Option for credit card invoice payments
I have many goals in mind in making these changes. I hope to increase the efficiency and quality of my work. I hope to streamline your experience, and show respect for your time and busy life.
In addition, estate planning and administration can be an emotionally difficult process. I wholeheartedly believe that your experience doesn’t need to be stressful, harrowing, or overly time consuming.
Photo by Andre Carrotflower on Wikimedia Commons