As Massachusetts reopens in phases during this health crisis, we’re here to help you put an estate plan in place or update your current estate plan to protect you, your family, and your assets. We’re operating as follows:

Limited office staff: Only necessary personnel will be in the office so we can easily maintain current social distancing guidelines.

Consultations: Free initial consultations will be offered by video or phone. In-office consults will be made when requested. Our office will never have more than one meeting at a time. Our meeting rooms are being cleaned and disinfected after every meeting to ensure health and safety. Masks and gloves will be available for you if you wish to use them.

Signings: We’ve come up with some options for you to choose from, depending on what you feel most comfortable with.

  • In-office signings: A pre-meeting review of your documents can be held via video chat; this way you’re in the office as little as possible. When you arrive, you’ll go to our signing room, which has a wall of windows. Masks and gloves will be available for your use if you wish. Estate planning documents require that two disinterested witnesses and a notary sign in addition to yourself. The witnesses and notary will watch from outside the room as you sign, and sign the documents once you leave. We couldn’t have imagined it, but we’ve also had signings in the parking lot on occasion. We’re customer service-oriented and creative!
  • Signings done virtually: We can review your documents with you via video. Then we can provide document signings via video conference for as long as Massachusetts remains under the COVID-19 state of emergency.
  • Mailing hard copy documents: We can review your documents with you by video. Then we can mail you explanatory materials along with hard copy documents that you can sign on your own and return to us. This process will require you to either arrange for witnesses and a notary yourself, or execute the documents at your local bank which typically offers these services.

During this process, if you have any suggestions for improvement, please let us know. Our goal is to keep everyone safe and continue to provide our clients with exceptional estate planning and elder law services.