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Virtual Estate Planning Meetings Available

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Virtual Estate Planning Meetings Available

At Cantor Law Group, we can prepare an Estate Plan using a virtual format (or even just a telephone) from the initial consultation through final signing. If possible, we encourage using Zoom to ensure against future challenges regarding claims of coercion, or lack of legal capacity. After the initial consultation, we can obtain all relevant information via Zoom, e-mail, or phone. We also have a secure web portal for receiving financial documents and/or sensitive information during Trust preparation. FedEx or UPS are available options. During the review phase, questions, concerns and changes can be quickly addressed by phone, e-mail or Zoom.

For final signing, we prefer to have our clients present in our office, as we can provide a notary and a disinterested witness (or 2, for a Will signing if you are single or your spouse is not present). However, we also can arrange for remote signing by having a mobile notary   sent to you, which would potentially only require you to secure a disinterested witness.

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