Estate Planning Checklist During COVID-19

As I read the articles and watch the news about COVID-19, I find myself thinking about my own mortality.  I know the last thing we ever want to think about is our own mortality, but during these uncertain times, everyone should have a plan in place.

As a probate attorney, over the past couple of weeks, I have spoken with clients who have recently lost a loved one.  While I cannot even imagine what they are going through to have to deal with their loss at a time when they cannot have family and friends surrounding them, I am able to offer them an ear and help make the probate process a little more bearable as they go through one of the most difficult times of their life.

I encourage my clients to read our book, “Who is in Charge After You Die,” so they can have an understanding of the probate process.  I explain that just because someone has passed away, it may not be necessary to go through the probate process.  As a probate attorney, I look first for the least costly route to accomplish transferring estate assets.  While I know the probate process will accomplish this, I also know there are other options available that are not as costly.

I also handle estate planning and as an estate planning attorney, I know how important it is to have your affairs in order. My goal is to help people go through the process of making sure their affairs are in order upon their incapacity or death. Having an estate plan in place can ease your worries during this difficult time. 

Do you need the guidance of an estate planning attorney?

If you find yourself in a situation where you have lost a loved one, or you need to create or update your estate planning documents, please feel free to call us at 214-559-7202 ro contact us.  We offer free phone conversations to discuss your situation and answer your questions. 

Lori Ashmore Peters
Connect with me
Helping Dallas area families with all of their legal Estate Planning, Probate and Business Planning needs.
Be the first to comment!
Post a Comment