Estate Planning:
Key Client Concerns During COVID-19
Helping Clients at this Crucial Time
Our role as estate planning attorneys is to help clients prepare for some of the most difficult decisions in their lives, then to guide them through it each step of the way with thoughtful and expert guidance. We care about the welfare of each of our clients and desire to help them as much as possible.
The coronavirus COVID-19 pandemic has caused many to worry about estate planning, such as concerns about their will, trust and related issues. The reality of mortality is very concerning when the Center for Disease Control is warning that older adults, and people of any age who have serious underlying medical conditions, may be at higher risk for more serious complications from COVID-19. Mortensen & Reinheimer, PC is here for you if you are struggling with these issues.
If the current circumstances have caused you to be concerned about your estate plan, you’re not alone. Mortensen & Reinheimer, PC has received many inquiries from clients who are addressing questions, including the following:
- I’ve been avoiding making decisions on my estate. Can I get an estate plan done now?
- Do I need a power of attorney for medical decisions?
- I need help settling a trust now. What can be done?
- Who will be in charge of settling my estate?
- What are some options for bequeathing my assets?
- Who will take care of my minor children?
- Are there specific trust options that are best for my estate?
- What can I do now? Are your attorneys working and available?
A Great Time to Access Our Video Library!
As you contemplate your needs (and while you are at home maintaining “social distancing”), you may want to look at our online “video library” to learn from our experienced attorneys about estate planning, wills and trusts, the probate process, and more. We want our clients to be as informed as possible about the important decisions they’re making. Check them out to learn more about these important – and often complex – legal processes. For example, see our Wills video to learn more about preparing an individualized and tailored will for you.
Ready to Assist You
Please rest assured that the attorneys at Mortensen & Reinheimer, PC are available to help you. All of our staff are working remotely, keeping our law corporation operational. Since in-person meetings are not an option for most at this time, we can assist clients through “virtual meetings” on Zoom, Skype or teleconferences. In addition, most of the follow-up legal and administrative work can be done remotely and by email/mail. Our goal is to help you move forward with your estate planning issues, even in the midst of these very trying times that we are all facing.
Please let us know of any questions or concerns that you have. We want to be there to help you.
About the author:
Tamsen R. Reinheimer, Attorney, is a Certified Specialist in Estate Planning, Trust & Probate Law (The State Bar of California Board of Legal Specialization). She has significant experience in all aspects of estate planning, trust administration, and probate. Contact Tamsen at tamsen@ocestateplanning.net.
