Estate Planning in a Pandemic: Tips to Consider
Estate planning can be a complicated endeavor even in normal circumstances. But as we head into a third year affected by the global COVID-19 pandemic, it has become even more important for people to make sure they have an estate plan in place and, if not, to perform the necessary preparations for their future.
Here are a few issues to consider for estate planning in a pandemic:
- Collect documents: Keep all of your crucial documents in a single, known location so you can easily access them when needed. These documents will be important for your estate planning. This could include titles to vehicles and real estate deeds, marriage certificates, birth certificates, Social Security cards, passports, and existing estate planning documents.
- Video conferencing: The legal world has become more versatile over the last couple years in its methods of communication. Video conferencing is now an option provided by many attorneys to meet with their clients virtually. This is especially important for clients who may be immunocompromised or otherwise feel more comfortable to have their consultation conducted from the comfort of their own home. Explore these options and consider working with an attorney who does this kind of work.
- Update your plans: It’s always important to stay on top of estate planning, especially in the wake of a pandemic. Regularly review your estate plan and make sure all of your wishes are up to date and that everything is consistent with your current situation.
For more information about the steps you can take to plan your estate during a pandemic, contact an experienced Tampa estate planning attorney at BaumannKangas Estate Law.