ESTATE PLANNING • TRUSTS & WILLS • PROBATE
ESTATE PLANNING • TRUSTS & WILLS • PROBATE
I am honored to be able to continue to serve my clients during these challenging times. I work with a vulnerable population and am committed to keeping them safe and comfortable. For this reason we are observing the following protocols:
OFFICE PROTOCOLS
-We wipe down all chair arms, doorknobs, phones, copy machines, computer keyboards/mouse, plumbing fixtures, and counter tops with a bleach solution.
-We work in our individual office areas which are more than 6 feet apart. We will honor your mask preferences for in office meetings.
-We wash our hands and/or use hand sanitizer frequently, especially after opening mail.
INITIAL and FOLLOW-UP CONSULTATIONS: These appointments are being done via phone or Face Time if preferred and possible, however we are meeting clients in our offices when requested.
GETTING YOUR DOCUMENT DRAFTS: Once you engage my services, I will put two dates on my calendar: One for me to send drafts for your review and one for you to come sign your original documents. Your drafts can be emailed, snail mailed, or you can swing by our office and pick them up. We will put them in a box outside our door and wave at you from inside the office.
SIGNING APPOINTMENTS: We will host your signing appointment in the conference room inside our office.
-We wipe down table and chairs after each appointment
-We maintain 6 ft social distance.
-We wear masks during the appointment as requested.
-We sanitize our hands before and after the signing, we have sanitizer on hand for you to do so as well.
PICKING UP YOUR DOCUMENTS BINDER: Approximately two weeks after your documents are signed, we will make an appointment for you to come pick up your documents/binder at our outside table. In special circumstances we can arrange to have them sent via certified mail.
I wish you and your loved ones health and peace during these times. Please call me if you have any questions or concerns regarding our services.
Best,
Valerie
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