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.  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.

Wishing you and your loved ones good health!