WE REMAIN OPEN DURING COVID-19 Restrictions

Our clients’ well-being is the single most important thing to us. It is the very reason for our existence as an estate planning firm. The restrictions in place on how people have to interact in face to face meetings means we have dramatically changed the way we do business but we are still open and ready to help you get your estate planning done. Governor Walz’ order designated estate planning attorneys as essential businesses and there has never been a better time to get your estate planning completed.

The cornerstone of our process has always been workshops to educate potential clients about estate planning issues. We find them invaluable in helping clients get the plan that best meet their needs and our clients tell us they love the workshop. Those workshops used to be done in person. Obviously that can no longer possible and so we are now doing our workshops online in both LIVE Workshop Webinars and an on-demand option for folks who can’t make it to one of the LIVE sessions.

We are meeting with clients virtually either in a video-conference or by phone.

The one thing we can’t do online is sign the Estate Plan documents. There are states that allow these types of documents to be signed virtually but Minnesota is not one of them. Our process for signing is as follows:

FIRST - We review the documents in a video conference with clients and then once we are sure that the plan documents are exactly as you want them,

SECOND - We will have you come in for a very brief 15-30 minute meeting in our office where the only business that happens is the signing of the documents. We have staged our lobby to allow the signing of documents while maintaining the standard 6’ of social distance between clients, witnesses and notaries. We encourage clients to bring their own pens. We are wiping down all the surfaces before and after these signing meetings to make sure the space is clean. In short we are doing everything we possibly can to keep clients safe.

These are trying times. We are here to help you get through them.