While government-mandated social distancing and staying at home is critical to the effort to stop the spread of the COVID-19 virus, it doesn’t have to mean the end of your business. More than ever before small business owners who want to ensure their success, are turning to virtual tools such as live streaming, video conferencing, webinars, and signing documents electronically. Indeed, the Governor of Maryland recently issued Executive Order Number 20-03-30-04 Authorizing Remote Notarization of estate planning documents! While electronic signatures have long been the norm in some disciplines, it is nearly unheard of in estate planning.
This may be just the opportunity you’ve been looking for to connect to new and existing clients. At our firm, we look to offer clients virtual appointments, to expand our services, and to enable client to execute Wills, Trusts, and Powers of Attorney remotely for the first time.
Cecilia R. Jones has worked with clients of various backgrounds and developed unique strategies in realizing their personal and business planning objectives. Cecilia has crafted strategies that have enabled her clients to smoothly prepare for major personal and business events, such as selling family businesses, buying out a partner, or creating a trust for long-term family planning.