Strategies to Create an Estate Plan During Covid-19

The ongoing pandemic has caused many people to start thinking about putting their affairs in order if they did not already have an estate plan in place. There is no better time than now to get your estate plan together and up to date. As people move to finalize documents they may have avoided signing previously or start the process of planning, creative solutions are emerging to get necessary estate planning documents executed in creative ways to stay safe during the coronavirus.

Remote Estate Planning 

Thanks to MOWK Law attorneys working remotely, it’s still possible to create, change, or finalize an estate plan without physically meeting with an attorney. Phone calls, emails, delivery services, and video conferencing can be utilized to draw up a plan, exchange documents for review, or deliver documents. Keep in mind that there are a lot of estate planning tools that you and your loved ones can benefit from now.

Whether you have an estate plan that needs updating or you have never put anything formal together, we are here and available to make sure your wishes are executed.

Remote Notarization in New York

Currently, Governor Cuomo has an executive order in place in certain situations permitting notarization to take place using audio-video technology rather than physical appearance between the necessary parties. The current requirements for the document signer and Notary are as follows:

  • If the Notary doesn’t personally know the signer, must see a valid ID over video conference
  • There must be direct interaction over video conference between signer and Notary
  • The signer must affirmatively represent they are physically in the State of New York
  • The signer must fax or email a legal copy of the signed document to the Notary the same day it’s signed
  • After notarizing the document, the Notary may transmit the document back to the signer

It’s a good idea to consult with a skilled estate lawyer to understand if your documents need to be notarized and how best to complete the process if it is necessary for your particular estate plan.

Speak to a New York Estate Lawyer

Though contemplating worst-case scenarios and getting your estate in order is often not the most heartwarming situation to consider, it’s important that you have a plan for your estate to keep it from passing through probate and ensure your wishes are carried out promptly. Our talented trust and estate attorneys at MOWK Law can help you make the best decision and come up with a plan that gives your estate maximum protection. Contact us today to learn more!