As the coronavirus (COVID-19) continues to spread in the U.S., we want to take a moment to let you know our top concern is the health and well-being of our clients, our employees and the community as a whole. We are assessing the situation daily and following all recommendations from the World Health Organization (WHO), U.S. Centers for Disease Control and Prevention (CDC) and local authorities. Employees have been instructed and encouraged to stay home if they are ill to stop the spread of any illnesses during this time. We ask that our clients and any visitors please follow the same guidelines.

For the time being, Mall Malisow & Cooney, P.C. will remain open and continue to service our clients. If you or your loved ones are not comfortable or unable to come into our office, we are working to provide remote “virtual” meetings as needed.

Please feel free to call our office or email us at [email protected] with any questions you may have.

Please stay safe. We wish you good health and thank you for your continued confidence in our firm.

Mall Malisow & Cooney, P.C.
Policy and procedures:
Meetings/Consultations, Document Review and Document Signing

For most of us, being unable to have in-person interaction is difficult. However, because the health and safety of our Clients and our staff is paramount, we have arranged to continue to serve our Clients using alternate ways to meet. We hope this information sheet will help make it easier for you, our Client, to be prepared and feel comfortable with how our meetings will be conducted until this current state of emergency is over. We are able to have most meetings by phone and we will recommend a video conference for others.

We know this is a very difficult time. Please do not delay taking care of your important legal needs. We will help in any way we can to ensure that your needs are met. Please call us to discuss any concerns you may have.

Meetings/Consultations:

At your option, meetings can either be by phone or video conference. In person meetings will be the only option unavailable at this time. In our experience, document review meetings are often best by video conferencing, but this is not essential. Meetings during which documents will be signed that require our team to act as witnesses must be done by video. These meetings can also be held without video if we will not be acting as your witnesses to the signing of the documents (See Signing Meetings below).

Document Review:

Documents you wish for us to review can be mailed, emailed or faxed to our office. Or, if you prefer, you may arrange to drop them off in our front lobby.

Documents we need to have you review will be sent to you via e-mail. We can secure the information in any document by assigning a password to protect it.  The password ensures that no one other than you (or anyone you provide with your password), from accessing the document. We can use your preferred password or assign one for you.

In the alternative, if you prefer to have documents mailed, faxed or made available for you to pick up just let us know.

Estate Planning – What to Expect:

You begin the process by discussing all aspects of your Estate Planning needs and wishes with your Attorney by phone (or video at your option). We will waive our fee for the initial consultation. If there are documents that need to be reviewed (for example your present legal planning documents), please provide those to us in advance of the initial meeting, if possible.

If you decide to proceed, you will be sent a Summary of your Estate Plan design via email (or regular mail or fax, at your option) for your review and comment. Your Attorney will answer any follow-up questions you have by phone or email.

Once you approve your Estate Plan design, your new legal documents will be prepared and the drafts will be sent to you for review via email. You will receive the legal documents prior to the meeting with your Attorney. You may review them in advance. However, it has been our experience that most Clients tell us that it is much easier for them to understand when their lawyer explains the documents as they review them.

Signing Meetings with Our Firm Providing Witnesses:

We will schedule and facilitate a document review and Signing Meeting between you and your Attorney. Once you have reviewed the documents with your Attorney, additional staff members who serve as your witnesses will join the meeting via video conference technology, such as a Zoom meeting or Facetime. NOTE: For us to provide witnesses you will have to be able to video conference. If you are not able to video conference, then you will need to supply your own witnesses, or we can help arrange for a local financial institution to provide witnesses for you.

Before the Signing Meeting, you will need to print the signature pages that require your signature(s) and have those ready to be signed during the meeting. To make this easier for you, we will provide you with those pages in a separate document that will be marked, “Print These Before the Signing Meeting.” IMPORTANT – To ensure that your documents are valid, do not sign these until you are meeting with your Attorney. If you do not have a printer, we will send the signatures pages to you by mail.

After the Signing Meeting, you simply need to scan or take a picture of the signed signature pages and E-mail them to us.  If you do not have the ability to E-mail the signed pages, then please print a copy and either fax or send to us by regular US mail.  You retain your original signature pages as part of your completed legal document(s).

Delivery of Your Signed Documents

We will send the original signature pages to you (via FedEx or other secure delivery service) which have been signed by the witnesses during the Signing Meeting. Once you receive these pages from us, you will have the complete set of your Estate Planning documents.

Signing Meetings Using Your Own Witnesses or those at a Financial Institution:

We will schedule and facilitate a document review and Signing Meeting between you and your Attorney. Once you have reviewed the documents with your Attorney and are prepared to sign them, you will do so together with witnesses you provide or in the presence of witnesses at a local financial institution.

Before the Signing Meeting, you will need to print the signature pages that require your signature(s) and the signatures of your witnesses and have those ready to be signed during the meeting. To make this easier for you, we will provide you with those pages in a separate document that will be marked, “Print These Before the Signing Meeting.” IMPORTANT – To ensure that your documents are valid, do not sign these until you have met with your Attorney and are in the presence of your witnesses. If you do not have a printer, we will send you the signatures pages to you by mail.

After the Signing Meeting, you simply need to scan or take a picture of the signed signature pages and E-mail them to us.  If you do not have the ability to E-mail the signed pages, then please print a copy and either fax or send to us by regular US mail.  You retain your original signature pages as part of your completed legal document(s).

REMEMBER we are here to help you through the process of getting your important legal documents in place.  Your Attorney and the supporting staff at Mall Malisow & Cooney, P.C., will work with you in any way that we can to help. If you have any questions or concerns at any time, please do not hesitate to contact our office. We look forward to working together to meet your needs now and into the future.