{"id":22976,"date":"2020-04-17T03:00:56","date_gmt":"2020-04-17T10:00:56","guid":{"rendered":"http:\/\/writersfunzone.com\/blog\/?p=22976"},"modified":"2020-04-15T07:12:16","modified_gmt":"2020-04-15T14:12:16","slug":"what-should-i-do-about-my-estate-plan-during-the-shelter-in-place-order-and-coronavirus-covid-19-crisis-by-kelley-way","status":"publish","type":"post","link":"https:\/\/writersfunzone.com\/blog\/2020\/04\/17\/what-should-i-do-about-my-estate-plan-during-the-shelter-in-place-order-and-coronavirus-covid-19-crisis-by-kelley-way\/","title":{"rendered":"What Should I Do About My Estate Plan During the Shelter in Place Order and Coronavirus (COVID-19) Crisis? by Kelley Way"},"content":{"rendered":"<p><a href=\"https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2020\/04\/What-Should-I-Do-About-My-Estate-Plan-During-the-Shelter-in-Place-Order-and-Coronavirus-COVID-19-Crisis_.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-22979\" src=\"https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2020\/04\/What-Should-I-Do-About-My-Estate-Plan-During-the-Shelter-in-Place-Order-and-Coronavirus-COVID-19-Crisis_.png\" alt=\"What Should I Do About My Estate Plan During the Shelter in Place Order and Coronavirus (COVID-19) Crisis? by Kelley Way\" width=\"300\" height=\"300\" srcset=\"https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2020\/04\/What-Should-I-Do-About-My-Estate-Plan-During-the-Shelter-in-Place-Order-and-Coronavirus-COVID-19-Crisis_.png 300w, https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2020\/04\/What-Should-I-Do-About-My-Estate-Plan-During-the-Shelter-in-Place-Order-and-Coronavirus-COVID-19-Crisis_-160x160.png 160w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a>Let\u2019s welcome back monthly columnist <a href=\"https:\/\/writersfunzone.com\/blog\/?s=Kelley+Way\" target=\"_blank\" rel=\"noopener noreferrer\">Kelley Way<\/a> as she shares with us \u201cWhat Should I Do About My Estate Plan During the Shelter in Place Order and Coronavirus (COVID-19) Crisis?\u201d Enjoy!<\/p>\n<p>***<br \/>\n<strong>The Impact of Sheltering in Place on Creating or Updating Your Estate Plan<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Here are some questions you might be asking right now:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Should I Work on My Will and Trust?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Can I Work on My Estate Plan?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is This A Good Time to Update My Estate Plan?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Is This the Right Time to Make A Will and Trust?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Should I Have A Health Care Directive?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How Do I Create These Documents When I\u2019ve Been Ordered to Stay Home?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If you\u2019ve read my <\/span><span style=\"font-weight: 400;\">previous <\/span><a href=\"https:\/\/writersfunzone.com\/blog\/?s=kelley+way\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">blogs<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><span style=\"font-weight: 400;\">then you know as an <\/span><a href=\"https:\/\/www.kawaylaw.com\/news\/what-is-an-estate-plan\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">estate planning <\/span><\/a><span style=\"font-weight: 400;\">attorney, I always think it\u2019s a good idea to have a <\/span><a href=\"https:\/\/www.kawaylaw.com\/news\/wills-vs-trusts\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">will<\/span><\/a><span style=\"font-weight: 400;\">, trust, <\/span><a href=\"https:\/\/www.kawaylaw.com\/news\/what-is-an-advance-directive\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">health care directive<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.kawaylaw.com\/news\/what-is-power-of-attorney\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">financial power of attorney<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>With the COVID-19 virus making headlines, and people being told to shelter in place to avoid spreading it to vulnerable members of our population<\/strong>, now seems like a particularly good time to think about what would happen if you had to be hospitalized, or worse, if you passed away and left a mess behind for your loved ones.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So there\u2019s certainly incentive. But what about opportunity? What can you do when you\u2019re supposed to stay home?<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Estate Plan: It\u2019s a Process\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\"><strong>First<\/strong>, you can make decisions about what you want to happen if you pass away, or if you need someone to talk to your doctors or pay your bills. Working from home (or not working, as the case may be) also gives you an opportunity to talk to your loved ones and get their input on the planning process \u2013 as long as everyone can discuss it without getting too emotional about it.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Second<\/strong>, you can get the ball rolling on putting these documents together. Most of the attorneys I\u2019ve spoken to lately are still working (myself included), and can meet with clients remotely. If you\u2019re not inclined to go that route, you can also get statutory forms online or go through an online legal service. Bear in mind that I don\u2019t generally recommend DIY estate plans for multiple reasons, but they are (usually) better than nothing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>The last step<\/strong> is the one most impacted by the shelter in place mandate: the signing. California law requires that witnesses to a signing be physically present; the same is true of notaries called on to notarize legal documents. As of the time I\u2019m writing this article, California has not changed or relaxed these rules to accommodate those who are sheltering in place. However, there are some options that people can utilize if they can\u2019t afford to wait until the shelter in place mandate is lifted.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Handling Documents During the Shelter in Place Order and Coronavirus (COVID-19) Crisis<\/span><\/h2>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Wear gloves while handling the documents (and possibly masks, if you plan to be in close proximity to someone else).<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everyone brings their own pen.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Maintain a six foot distance from the other parties. There\u2019s no rule about how close witnesses or the notary have to be: the witnesses just need to see you sign the document, and the notary just needs to verify your identity in person. Depending on the size of the space where the signing happens, some choreography might be required, but it can be done.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Use hand sanitizer after everything is signed.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Have the completed documents mailed to you; if the virus is on the documents, it will have disintegrated by the time they arrive (though if you\u2019re still worried, you can let the packet sit on a table for a day or two).<\/span><\/li>\n<\/ol>\n<h2><span style=\"font-weight: 400;\">Your Estate Plan: Things You Can Do On Your Own\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">There are also a few things you can do if you want to have something in place until it\u2019s safe to meet in person again. A handwritten will is valid in California without witnesses, but it needs to be one hundred percent handwritten, with a date and a signature. (If you go this route, please make your handwriting is legible).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>You can also make your medical wishes known to your loved ones in the event you have to go to the hospital<\/strong>; it doesn\u2019t have the power of a legal document, but it would help them if the doctors asked them to make a decision on your behalf.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you would like to know more about what you can do while sheltering in place, or hear all the reasons I don\u2019t recommend DIY estate plans, you can email me at <\/span><a href=\"mailto:kaway@kawaylaw.com\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">kaway@kawaylaw.com<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">***<\/span><\/p>\n<h2>ABOUT THE AUTHOR<\/h2>\n<p><a class=\"\" href=\"https:\/\/writersfunzone.com\/blog\/2019\/06\/07\/what-do-i-need-to-know-about-the-california-consumer-privacy-act-ccpa-by-kelley-way\/kawaylaw.com\" target=\"_blank\" rel=\"kawaylaw.com noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-19891 tc-smart-load-skip tc-smart-loaded\" title=\"Kelley Way\" src=\"https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2018\/08\/way18CRWEB-240x300.jpg\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" srcset=\"https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2018\/08\/way18CRWEB-240x300.jpg 240w, https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2018\/08\/way18CRWEB-640x800.jpg 640w, https:\/\/writersfunzone.com\/blog\/wp-content\/uploads\/2018\/08\/way18CRWEB.jpg 700w\" alt=\"Kelley Way\" width=\"150\" height=\"188\" \/><\/a><\/p>\n<p>Kelley Way was born and raised in Walnut Creek, California. She graduated from UC Davis with a B.A. in English, followed by a Juris Doctorate. Kelley is a member of the California Bar, and an aspiring writer of young adult fantasy novels. More information at <a href=\"http:\/\/kawaylaw.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">kawaylaw.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Estate planning and literary lawyer Kelley Way answers the question: what should I do about my estate plan during the shelter in place order and coronavirus (covid-19) crisis?<\/p>\n","protected":false},"author":12,"featured_media":22979,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[20],"tags":[4346,4347,4348,934,4345],"class_list":["post-22976","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-writing-tips","tag-covid-19","tag-estate-plan","tag-estate-planning-attorney","tag-kelley-way","tag-shelter-in-place"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What Should I Do About My Estate Plan During the Shelter in Place Order and Coronavirus (COVID-19) Crisis? 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