Frequently asked questions and answers about estate planning and our Covid-19 response:

Are you open?

Yes! We’re open Monday-Friday 9:00 – 5:00. We have select, in-person meetings for existing clients and free phone consultations available 7 days a week for our new and prospective clients. Click or call to schedule:

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After-hours Consultation: Book now

How do we “meet”?

We’ve always helped our new clients with a phone call, first. Plus, we run a virtual office with all of the latest technology. Have a webcam or camera phone? We can meet via video conference – no account required. When in-person visits are required, we take every precaution to ensure the safety of your family and our family. See below for more information.

Are your notary services considered essential?

The Secretary of State authorizes notarization of documents, including estate plans. California notaries public are not prohibited from performing a notarial act during a shelter in place order. Visit the California Secretary of State’s website for details.

What safety precautions are you taking?

During the Covid-19 crisis, we’ve helped our “high risk” clients get professional legal help (click to view CDC’s definition for “high risk”). All of our consultations are by phone or video call. Documents are shared either by tracked delivery or by digital delivery, using our 256-bit encrypted system.

We have several options for signing your estate planning documents:

In-Office Visit: Our conference room is thoroughly disinfected after each client. Masks are required for entry in the building.

Mobile Notary: We can come to you, if you prefer.

We use hand sanitizer before handing you any documents to sign. We also use single-use ink pads for notarizing your plan. And of course we always use a mask and require masks/face-coverings be worn by all clients.

For the health and safety of our staff, all clients must wear a mask/face-covering before entering the building. We are happy to reschedule your appointment if you have do not feel well.

How can I get an estate plan?

All estate plans start with a free consultation. We have plan options that fit everyone’s needs. We consult over the phone or through video conference (no account required) and have different packages and signing options to get you protected.

I have a different problem and may need to go to court. Can I still do that?

It depends on the problem. If you have an emergency with your parent or a child then you certainly can. Other issues may be resolved with negotiation and we’ve helped solve many problems without ever having to go to court. In fact, just 2% of all cases (civil and criminal) are resolved at trial. The courts are gradually opening more services, with some counties further ahead than others. If you think you need a lawyer to file a petition in probate court give us a call and let us help you.

For more answers to your questions, give us a call or message us on our contact page:

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