Estate planning no longer requires an office visit. You can now create or update your estate plan from the comfort of your home. Virtual estate planning makes the process simple, secure, and accessible, whether you have a busy schedule, have mobility challenges, or live far from our office. Through phone and video consultations (Zoom, etc.), the attorneys at Surprenant, Beneski & Nunes, P.C. can help you put legal protections in place for you and your loved ones. With the same level of attention as an in-person meeting, we will guide you through each step, ensuring your plan reflects your wishes and provides peace of mind.
How Virtual Estate Planning Works
Virtual estate planning allows you to create or update your estate plan from anywhere without the need for in-person meetings. Our process is simple, secure, and designed to fit your schedule.
- Initial consultation – We meet via phone or video call to discuss your goals and gather important details.
- Document preparation – We draft your will, trust, power of attorney, and other estate planning documents based on your needs.
- Review and revisions – You receive digital copies to review, and we make any necessary adjustments.
- Signing and notarization – This step does require an in-person meeting. However, our firm will work to accommodate your location of choice, utilizing remote witnesses to ensure the most efficient process that works best for you.
- Storage and updates – We provide secure digital copies and instructions for safekeeping. Updates can be made as needed.
This process ensures that your estate plan is legally sound and fully reflects your wishes, all from the comfort of your home.
What Documents Can Be Created Virtually?
Key estate planning documents can be prepared, reviewed, and finalized for signing through virtual meetings. Whether you need to create a plan from scratch or update existing documents, we will guide you through the process.
- Last Will and Testament – Outlines how your assets will be distributed and who will manage your estate.
- Revocable Living Trust – Helps manage your assets during your lifetime and allows for a smoother transition after your passing.
- Durable Power of Attorney – Authorizes a trusted individual to handle financial and legal matters on your behalf if you become unable to do so.
- Health Care Proxy – Appoints someone to make health decisions for you.
- Advance Directive – Ensures your medical preferences are followed
- HIPAA Release – Allows designated individuals to access your medical records and communicate with healthcare providers on your behalf.
- Guardianship Designations – Names a guardian for minor children or dependents with special needs.
We tailor these documents to your specific needs, ensuring they reflect your wishes and comply with legal requirements.
Benefits of Virtual Estate Planning
Virtual estate planning removes common barriers, making it easier than ever to create or update your estate plan. Whether you have a busy schedule, have mobility challenges, or live far from our office, this approach allows you to complete the process without needing in-person visits.
- No travel required – You can meet with us from the comfort of your home, saving time and eliminating the need for transportation.
- Ideal for seniors and those with mobility issues – Avoid the physical challenges of traveling to an office while still receiving personal attention.
- Flexible scheduling – We offer virtual appointments that fit your availability.
- Secure and confidential – Discuss your estate plan in a private setting using secure technology.
- Accessible from anywhere – Whether you live a distance from our offices or simply prefer online meetings, virtual estate planning ensures you receive quality legal guidance without limitations.
Is Virtual Estate Planning Right for You?
Virtual estate planning is a practical option for many individuals and families. If you have a busy schedule, mobility concerns, or live far from our offices, this process allows you to complete your estate plan without the need for in-person meetings. It provides the same legal protections as traditional estate planning while offering greater flexibility and convenience. We will guide you through each step, ensuring your plan meets your needs. If you’re looking for a secure and efficient way to plan for the future, virtual estate planning may be the right choice.
Contact Our Experienced Southeastern Massachusetts Virtual Estate Planning Attorneys
Planning for the future is one of the most important steps you can take for yourself and your loved ones. Virtual estate planning offers the same legal protections as in-person meetings but with the added benefit of convenience, accessibility, and flexibility.
Whether you are looking for a will, trust, or other estate planning documents, Surprenant, Beneski & Nunes, P.C. is here to guide you through the process from start to finish. Contact us today to schedule a virtual consultation. We will help you put a plan in place that protects your legacy and gives you peace of mind—without ever needing to leave home.