Many people have concerns about their personal health and what would happen if they were to catch a serious disease, particularly COVID-19. You should review your documents to make sure your power of attorney, advance directive, Last Will and Testament, and trust(s) are updated.
Although many may feel the need to update their documents, I caution people about using online forms and programs. There are very specific requirements for each document as it pertains to capacity, contents, and execution.
Most document preparation services or form providers often have a disclaimer that states they (i) do not review documents or provide advice regarding the sufficiency of such documents, (ii) are not a law firm and do not perform services performed by an attorney, and (iii) that their services are not intended to be a substitute for the advice and services of an attorney. Most also state that they cannot guarantee the information and content of their documents.
The takeaway – an estate plan is more than just a set of documents, it is a financial and legal plan that utilizes documents as a tool. There is enough chaos in the world right now; your estate plan should not add to it. My virtual office is OPEN and I am meeting with clients in person (if absolutely necessary), by telephone, or by video to discuss your estate, long-term care, and financial planning needs.
Jeff Sodoma, MPA, Esq. is a lawyer based in Virginia Beach, Virginia
Hello, there! Welcome to my blog. I will use this blog as a platform for my writing. I will write about topics in the legal world, certainly, as well as everything else under the sun, because I have many interests (and viewpoints). All views expressed in this blog, unless otherwise noted, are mine alone. One of my interests is music--my wife believes that I should go on "Beat Shazam" because I know so many songs--and I will be, from time to time, analyzing song lyrics and how they relate to the legal world.