How to Execute Your Will or Estate Plan From Home
In recent months, our firm has received an influx of requests to draft and expedite wills and estate plans. We’re hearing from clients of all ages and from all across Connecticut. For good reason, the COVID-19 pandemic has people questioning: “What if something happens to me? Will my family be protected?”
If you’re behind the ball on your estate plan, and worried about how you can get these documents done without potentially exposing yourself to the virus, here’s some good news:
You can now complete the entire process right from home. All it takes is a phone call with our firm to get started.
Previously, wills and estate plans could only be legally executed in the presence of your attorney and two witnesses, with all parties signing the documents simultaneously.
The process is now much easier. Gov. Lamont’s Executive Order 7k made it possible for Connecticut law firms to remotely execute legal documents.
Here’s how it works:
Give us a call and tell us about your situation. You’ll be matched with an estate planning attorney who will work with you throughout the process. Our team has decades of experience managing wills and estate plans for all types of situations. If you already have some documents in the works, that’s fine too. We’ll help you modify and execute them.
Review your draft. After your initial consultation, our Director of Client Relations, Marisa Salvin, will email you a draft of your documents to review. Once you’re happy with the forms, we’ll FedEx official copies right to your home.
We’ll schedule a video conference. Let us know when you receive your forms and we’ll schedule a group video conference. You and any required family members will sign the documents during this video conference, which is required for the remote execution to be legally binding.
For the record. Nedder & Associates will record the video signing process and retain it for a minimum of ten years, as is legally required.
Send the forms back. As soon you sign the forms, promptly return them in the pre-paid FedEx mailer that we send with the initial paperwork.
Signed, sealed, and delivered. Congratulations! Your will or estate plan is now legally executed—and you didn’t even have to leave your home.
I’ve been helping families manage their estate plans for over twenty years. I never imagined a day where we would remotely execute documents in this manner. But, honestly, it’s made the process easier for all parties—especially when you consider the current social distancing requirements and the fact that anyone over 65 is considered high-risk by the CDC.
If you or your loved ones have any questions about preparing for the unknown, schedule a free consultation with our team. We look forward to hearing from you.
Until then, take care and stay safe,
