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Amid COVID-19, Are Estate Planning Matters Moving Forward?

As COVID-19 unleashed a health crisis on an international scale, an economic crisis has also occurred and has impacted every single Californian/American. While COVID-19’s stay-at-home orders and social distancing requirements are still in place in Southern California, questions concerning legal matters have continued well through March, April, and May, 2020. These are some of the most frequently asked questions:

Question: Are estate planning matters moving forward?

Answer: Yes, they most certainly are. As people always say, the one thing we all have for certain is that at some point we all die. For some it is certainly not a fun topic to think about. For others, having their affairs in order is certainly exciting. Count me in the second group. As COVID-19 started, plenty of inquiries were handled asking for either self-help options or assistance in preparing documents. Here are a few issues and matters that have come across our desks the last few months:

  • I’d like to create a simple Will
  • My financial advisor tells me I need to create a Trust. How does that work?
  • COVID-19 has made me think about establishing plans for myself, my spouse, and my children. My children have their own children now. Is this something I can plan?
  • I have a few retirement accounts that need attention. How does your office help with that? Does it?
  • What plans can I make now so that my minor child is cared for should anything happen to me?
  • Mom passed away and we cannot find her Will. What can we do?
  • I live out-of-state and a family member died in San Diego County. Can you help with Probate there?
  • We know dad had a parcel of land out-of-state. He passed and we want to know what happens to that land.
  • I’m currently hospitalized with only a few months to live. Can you help prepare my last wishes for me?
  • My soon-to-be ex-spouse and I own a property together and have a child together. I’ll be initiating a divorce and want to know what happens to our Trust, our property, and our child.
  • I’d like to leave behind a DNR (do not resuscitate). Can you help with that?
  • I’m out of the country and wish for my son to complete the sale of one of my properties there. Can you help?
  • Probate matters in San Diego Court are temporarily on hold, but we need to start a Probate. Can that still happen?
  • My parents left behind a Trust where I was nominated a Successor Trustee (future administrator). Can I start without making a court appearance? Can I start with all the limitations of COVID-19?
  • Under the terms of my parents’ trust they instructed to sell the house and divvy the proceeds between myself and siblings. Can I still sell in spite of COVID-19? Is now the best time to sell or should I wait?
  • My parents are older. They’re safe now and following social distancing measures, but they’d like to discuss updating their Wills. They speak Spanish. Can you help?
  • A few years ago I used a self-help site to create my own Will. Can you review that and confirm everything looks good?

Clearly these are paraphrased but this is a brief, incomplete list of the legal inquiries that have come through this law firm amid COVID-19. For some persons and couples, they may have already had their affairs in order. For others, brand new issues developed during COVID-19 requiring immediate attention.  If you need help with estate planning matters, probate matters, or trust administration matters, call in and let’s determine how this office can help.