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In It Together: New Business is Coming Your Way if You Know Where to Look

  • A look at the survey
    • Number of people people who have planning documents: will, trust or advance directive
    • Reasons for not having one
  • Where is most of your business coming from since the pandemic hit?
  • How often should I host online events -for clients and potential clients?
  • Could you tell us more about how you trained clients to use Zoom?
  • Do you have advice about ways to maintain the security of your Zoom meetings?
  • Some states allow for video signing but not witnesses. How can I handle the witness issue?
    • Any suggestions when a client doesn’t have a cell phone or video capabilities on their phone?
  • Where do you tell clients to store documents that were signed remotely?
  • Should they print out copies at home?

Recorded: May 1st, 2020
Interview: Howard S. Krooks, Esq., ElderCounsel Principal, Jerry Bell, Esq., The Bell Law Firm, Lisa Dillman, Esq, Applegate & Dillman Law, Valerie L. Peterson, J.D., ElderCounsel, Jim Wolverton, J.D., ElderCounsel

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