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Reopening Together with Amy Haupert

  • How client meetings are being conducted
  • Office setup to make clients and staff safe
  • Document signings and options they are giving clients

Recorded: April 1, 2020
Interview: Amy Haupert,Esq.Law Office of Fay Blix, and Valerie Peterson, ElderCounsel

Amy Haupert is with the Law Office of Fay Blix, Laguna Hills, CA and previously joined Valerie on April 7, 2020 to discuss how her law firm was handling client meetings and document signings. (Watch that video here.)

Office setup to make clients and staff safe
The law firm purchased “screen guards” off of Amazon and use them throughout the office. They purchased the type you do not have to install and can be easily removed and moved. Hand sanitizer is also everywhere in the office so clients and staff feel comfortable with these precautions.

How client meetings are being conducted
We are open and inviting clients into the office if they are comfortable with that. We give them the option of meeting via video conference or in-person. If they opt to meet in-person, we require clients that come into our office to wear masks. We give them the option if they do not want to wear a mask, that we will meet them outside, with 6 feet distance, to have their meeting.

Document signings and options they are giving clients
After watching an ElderCounsel In It Together video, we started to do drive-up signings. The client knew ahead of time that the signing was all about the signings and we dealt with talking through the documents ahead of time. Clients feel very safe in their cars and appreciated it. Now that the office is open, we are still offering that to give the clients comfortable and safe with what we offer.

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