With the current COVID-19 situation you may not be able to physically meet with your estate planning attorney, but you can still do much of what’s required at home. Documents can be drafted, reviewed, and signed via email, or physically delivered in the mail.
At CunninghamLegal our staff is working remotely and we, like you, are figuring out what life (and meetings) look like in this new world. We are committed to continuing to serve you with remote legal services as we navigate this challenging time… together.
Under California law, notarization of Wills and/or Trusts are not necessarily required in order to be valid. While it’s a good idea to have a Will witnessed and a Trust notarized, for the time being you should consider signing the documents, and have them notarized later when it’s safe to do so.
Additionally the COVID-19 pandemic has caused tax deadlines to be extended, interest rates and asset values to drop to an all time low, and gift, estate, and generation skipping transfer (GST) tax exemptions to also be affected.