Serving our Clients in a Pandemic

By Christine S. Anderson

June 2020

During these uncertain and unprecedented times, many may be considering setting up the estate plans that they have been putting off for some time or making necessary updates to their current plans. Our office is working at full-capacity in order to serve your needs. We are following Governor Sununu’s protocols by having our staff work remotely and coming to the office only when necessary. While in the office, our staff practices social distancing, we wear masks and sanitize common areas daily.

With respect to meeting with our clients, here are some of the procedures we have been following:

Client meetings: While we would prefer to meet with our clients in person, we have been meeting with clients by telephone or video conference to review and discuss their estate planning documents.

New clients: We continue to welcome new clients who would like our assistance with estate planning, trust administration and probate. We obtain the necessary client data either through email or regular mail. In addition, clients may use a drop box we have set up outside our front door. After we receive the necessary information, we schedule an initial telephone conferences to discuss estate planning or probate needs.

Execution of documents: We are currently meeting with clients two days a week to execute estate planning documents in order to reduce the amount of staff in the office on a daily basis. Prior to meeting to sign documents, clients are encouraged to schedule a telephone conference with Alyssa or me to review any questions they may have. When it is time to execute documents, we meet very briefly in the office, wearing facemasks and gloves or using hand sanitizer. We sit at opposite ends of the conference room table and execute the documents as expeditiously as possible. We ask clients not to come to the office if they are not feeling well or if they have been in contact with a person testing positive for COVID 19 within the past 14 days.

What is next? We will continue to follow the protocols recommended by Governor Sununu and remain open to serve existing and new clients with respect to estate planning and, in the event of the death of a loved one, with trust administration or the probate process.

We look forward to the time when we can conduct routine meetings with clients and enjoy more relaxed, in-person conversation. Until then, we will continue to do our best to take good care of our clients’ professional needs, while keeping everyone as healthy and safe as possible.

If you would like to schedule a meeting with Alyssa or me, please call or email the office. We would be delighted to help you. We wish you good health.