COVID-19 Information

Dear neighbors, friends, current and prospective clients:

During this unprecedented pandemic, people understandably feel the urgent need to finalize their estate planning or to start it, to protect their assets and provide for their loved ones. We are an essential business under Governor Hogan's order, and we are here to help you to do just this and provide you with a peace of mind.

In response to numerous calls and emails to our office we wanted to answer some questions you may have and to explain the precautions we are taking to protect your health and safety.

We recommend everyone to have in place at least the following estate planning documents to protect yourself, your assets, your family and even your pets:

  1. Financial Power of Attorney
  2. Health Power of Attorney, Advanced Medical Directive and/or Living Will
  3. HIPAA Authorization
  4. Last Will & Testament
  5. Revocable Living Trust

Every situation is unique. We strive to provide the best service personalized to your family needs.

We offer large discounts to our first responders fighting the pandemic on the front lines: police, firefighters, military and medical workers.

Your health and safety is our highest priority. We follow strict safety procedures according to public health specialists recommendations and authorities orders. We offer consultations and meetings over the phone or using a variety of online applications for remote telecommunications, i.e. Zoom, Skype, FaceTime etc. If you have problems with setting up one, we can guide you through the steps.

Signing and notarizing documents is conducted using wide physical distancing, protective gear (masks, gloves) provided by us and disinfection before and after. We appreciate your understanding and cooperation.

A note to our existing clients: should you seek medical treatment you may need your Advanced Medical Directive or Living Will and HIPAA Authorization. When you had your estate plan prepared, we provided you with the original of those documents. These documents are included in the leather binder under the tab labeled either "Health Care" or "Medical Documents." Please check and see if they are there. The digital copies of your main estate planning documents can be accessed online in your MyCase file and/or a flash drive you received from us along with your leather binder. In addition, many of you have a DocuBank card which can be quickly accessed by medical personnel to view your medical directives, if need arises. Please check whether you have easy access to any or all of these options. If you can't locate these documents or cannot log in to your MyCase file, please call or email us. We will send you log-in information or email copies to you AT NO CHARGE.

In these trying times, we all are going through big adjustments. We wish everyone to stay well, healthy and optimistic. We are confident we will pull through this together and come out even stronger than we were. We are here if you need us.

This page will be regularly updated with the latest available information

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