Dear Clients and Friends,
We hope this finds you all well and safe! We want to give you an update on our plans and assure you that we’re here for you. While we may need to close our physical office, please be assured that our team members are well-equipped to work from home and to attend to the important work we are doing for you. You are welcome to reach out to us by phone or email.
Over the past week, we have been thinking about how we can best serve our clients during this uncertain time. Here are three things we can do to help you now:
1. Provide Access to Your Health Care Documents Electronically Contact us if you would like us to send you or your health care agents your health care documents in electronic format. You and/or your named health care agents should store the documents on your smart phone so you have them on hand at all times. Here are our directions for doing so. Please contact Jennifer Poles at email@example.com with the names and email addresses of the people to whom you would like us to send your health care documents.
2. Meet with you by Phone or Video Conference Contact us if you would like to schedule a phone or video conference to discuss your estate plan and any updates that may be necessary. We are offering flexible hours – early in the morning, during business hours, or in the evening – to allow you to have these calls at a time that is convenient for you.
3. Provide Answers to Your Long-Term Care Planning Questions Contact us if you have concerns about planning for long-term care needs for yourself or a loved one.
While the new realities of social distancing, sheltering in place, and self-quarantining are consuming our thoughts right now, the important issues addressed by estate planning are still there, and in fact, are more important than ever. We will get through this crisis. During this time and after, we want you to know that we are here to help you, so please don’t hesitate to reach out.
We wish you and your family health and safety during these uncertain times.
Suzanne R. Sayward
Maria C. Baler
Julia K. Abbott
Abigail V. Poole