Remote Will Planning Meetings during COVID-19

March 24, 2020 Ian Hull Estate Planning, In the News Tags: , , , , 0 Comments

Most of us are used to meeting our clients in person.  With that option on hold for now, we are having to adopt new practices, like “virtual” meetings.  How can we make virtual meetings work for estate planning where communication is so important?

Like many of you, we are turning to technology.

Remote meeting software, like Skype and Zoom, allow us to communicate, see and hear our clients and vice versa.  And yet, there can still be a disconnect in trying to ensure that both parties understand one another.

There is now software that can help with that communication.  Hull e-State Planner, which we created, is cloud based software that can be accessed from home and shared with your client via Zoom or Skype.   It’s a visual platform so you and your client can literally be on the same page – even in different locations.

The client’s family tree and list of assets are displayed on the screen.

You can drag and drop assets, creating legacies and bequests, while the client watches their plan being developed.

While discussing their instructions, you can show the client the different implications of their decisions.

At the meeting, you can give the client a graphic summary of their Will.

Once the meeting is over, you can automatically generate the Will and Powers of Attorney in Word format.

We have found that virtual meeting software, when coupled with Hull e-State Planner, can help make those estate planning meetings much more efficient and effective.

As well, we also understand there has been a financial impact to your practice during this time. In what we hope may help a little, we have decided to waive all Hull e-State Planner fees, for the foreseeable future until things settle down.

We’d be happy to have you join us for a Free Webinar where we will show you how we are using virtual meeting software and Hull e-State Planner together and our thoughts on getting Wills signed up.

The Webinars are:

Wednesday, March  25 at 12:30 PM (ET)

Thursday, March 26 at 8:00 PM (ET)

Click on the date to sign up for the Webinar.

Wishing you and your loved ones good health,

Ian Hull and Jordy Atin

Leave a reply

Your email address will not be published. Required fields are marked *

SUBSCRIBE TO OUR BLOG

Enter your email address to subscribe to this blog and receive notifications of new posts by email.
 

CONNECT WITH US

TRY HULL E-STATE PLANNER SOFTWARE

Hull e-State Planner is a comprehensive estate planning software designed to make the estate planning process simple, efficient and client friendly.

Try it here!

CATEGORIES

ARCHIVES

TWITTER WIDGET

  • Should you have co-executors for your will? Today’s article explores the advantages and disadvantages of naming mu… https://t.co/FZd3hVE0Pf
  • Bob Ross: A Not-So-Happy Mistake Last Wednesday’s article discusses Bob Ross's estate. Read the full blog here:… https://t.co/xMZHcpf4dg
  • Read today's article: The “Appropriate Means” factor under section 5 of the Limitations Act, 2002. Full blog here:… https://t.co/6bpeHovmAK
  • The September issue of The Probater is now available! Calmusky v Calmusky and Mak (Estate) v Mak: What is the Stat… https://t.co/QHcrQ4sqSU
  • Read today's article: The lasting cognitive impact on 9/11’s Ground Zero first responders. Full blog here:… https://t.co/AtIjUPniFz
  • Does handwriting your name in the attestation clause of a Will amount to signing it? Read our blog post to find ou… https://t.co/Yvn6POQe7k