There is no better time than the present to think about the future of your Estate. The Law Offices of Paul J. Dean, PLLC will remain open throughout the COVID-19 crisis, and available to help you and your family secure your future by ensuring you have the necessary Estate Planning documents in place, such as Wills, Trusts, Powers of Attorney and Advanced Medical Directives. In light of “social distancing” recommendations and potential quarantine requirements, I have developed a “Virtual” Estate Planning option for your safety and convenience. For the duration of the public health emergency, I will be offering these packages at reduced fees, with deferred payment options.
Here’s how it works:
Step 1: Initial Phone Consultation
Please contact me at your convenience to set up a time to for initial phone consultation to discuss your Estate Planning needs. Based on this conversation, I will assess your needs, and make a recommendation for developing an Estate Plan that is right for you, based on a variety of factors such as family situation, size and complexity of your Estate, and personal preferences. I will also provide a fee quote and payment options for the Estate planning services. This initial consultation is free of charge. If you agree to proceed, I will send you an engagement letter that outlines the terms of our agreement. In addition, I will send a form for you to complete to gather basic information about your Estate (beneficiaries, assets, custodians, executors, etc.) to use in the planning process.
Step 2: Virtual Planning Session
Next, we will schedule a time to have phone or video conference to plan your Estate. During this session I will gather the information needed to prepare your Estate Planning documents. We will walk through the decisions that you need to make and develop a plan for the distribution of your assets and provision of care for your family members. I will provide personalized advice and make recommendations on how to best achieve your Estate Planning goals, and answer all of your questions.
Step 3: Preparing Your Documents
I will prepare drafts of all of your Estate Planning documents and then send them to you for review. During the review process, I will answer any questions you have about the drafts, and make any edits or changes you request. Documents can be shared through your secure on-line client portal. Once all of the edits have been made and the documents have been finalized, they will be ready to be Executed (signed).
Step 4: Executing Your Documents
For your documents to have the full effect of the law, they will need to be signed, witnessed and notarized. I can make arrangements to have the documents signed at your home, or at my office, if you are local. I will ask that you provide two witnesses, and I will arrange for a notary to be present. During the signing of the documents, I will work with you to ensure that a sanitary environment is provided, and all acceptable social distancing measures are preserved.
Here are a couple of things to keep in mind:
All of our communications will be protected by the lawyer-client privilege. Any information you provide to me throughout this process will remain confidential.
My number one concern is, and will continue to be, preservation of your health and the public wellness of our community as a whole. I will be consulting with and following recommendations of government officials, health care professionals and representatives of national, state and local bar associations to ensure that my services do not put anyone in harms’ way.
To Begin the Process:
Please Contact Paul J. Dean, Esq. at:
Phone: (703) 340-3876
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