My Estate Planning Practice Modernization

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