December 13, 2018
|
Author: Jonathan Fouch
Let’s take a time machine back to 100 years ago. You need to see an attorney. What do you do? Well, you would likely hop in your horse-drawn carriage and make the trek out to the local law office.
Not much has changed in 100 years. While we’ve swapped the stagecoach for the Tesla, lawyers still insist you visit them in person when you need legal advice.
We’re trying to change that by offering estate planning consultations through a platform called Zoom.
Zoom lets you do a video call over the internet. This way you can do your consultation from the comfort of your own home.
Video calls are nothing new. Skype and Facetime have been around for years. However, what makes Zoom different is its simplicity.
To start a consultation over Zoom, we simply send you a link, you click it, and you’re in the meeting. No username or password is required. You just need an internet connection. It’s that easy.
We’re finding that this format is perfect for returning clients, who want to review their existing documents. During the online meeting, we simply upload the old trust or will to the screen and discuss what needs to be changed.
Of course, many of our clients will still prefer to meet in person, and we of course understand this and remain perfectly willing to accommodate their wishes. However, we would like to make Zoom an option as part of our mission to make estate planning as accessible as possible.
If you’re interested in setting up a review over Zoom or know a loved one who would like a free consultation, please let us know.
The information in this blog post is based on general legal and tax rules and is strictly for informational purposes only. It is not intended as legal or tax advice. Readers should consult their own legal and tax advisors as to their specific legal or tax situation as it may require more complex analysis, or the consideration of other information.
Author: Sarah Shea
David Shea, the Founder and Managing Partner of Shea Law, joined CBS News Detroit to discuss Shea Law’s representation of clients in a $120 million class action lawsuit against...
Author: Sarah Shea
Shea Law is proud to announce that four of our attorneys have been selected to the 2024 list of Michigan Super Lawyers and “Rising Stars”. Published by Thomson Reuters, Michigan...
Author: Lisa Valencia
Shea Law Partner Lisa Valencia joined WDIV to share key insights regarding our team’s approach to estate planning and why tax season is the perfect time to get started...