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Worcester
Worcester
The Guaranty Building
370 Main Street, 12th Floor
Worcester, MA 01608
Framingham
Framingham
The Meadows
161 Worcester Road, Suite 501
Framingham, MA 01701
Boston
Boston
12 Post Office Square, 6th Floor
Boston, MA 02109
Providence
Providence
1 Richmond Square, Suite 303N
Providence, RI 02906
Cape Cod
Cape Cod
1597 Falmouth Road
Centerville, MA 02632
Hudson
Hudson
69 Main Street
Hudson, MA 01749
New Bedford
New Bedford
651 Orchard Street, Suite 107
New Bedford, MA 02744
Medfield
Medfield
Olde Medfield Square
266 Main Street, Bldg. 2, Suite 15A
Medfield, MA 02052
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  • Multiple Dates

Estate Planning Webinar

Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for an informative webinar. In the comfort of your own home or office, you will learn why some wills do not work, even when drafted correctly.  Details for the next upcoming date.

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  • Multiple Dates

How to Administer a Special Needs Trust

This annual training and update for Parents, Trustees and Successor Trustees of Special Needs Trusts and OBRA ‘93 Trusts has been reconfigured into a three-part series of evening webinars to accommodate these unusual times.  Details for the next upcoming date.

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  • Tue. Nov. 17, 2020
  • 6:00-7:00 PM
 

Thrive Support & Advocacy Virtual Workshop

Fletcher Tilton attorney Theresa Varnet, M.S.W., J.D. will speak about ABLE Accounts with 1st and 3rd Party Special Needs Trusts.

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View Past Seminars

Articles

Virtual Estate Planning in Massachusetts During COVID-19

By Lauren E. Miller on August 28, 2020
Thanks to technology, estate planning can often be done virtually for those who are concerned about in-person meetings during the COVID-19 pandemic. Pursuant to Governor Charlie Baker’s April 27, 2020 order, Massachusetts temporarily allows for virtual notarization of certain documents, which includes estate planning documents. The act requires that the clients, the witnesses and the notary are all physically located in Massachusetts, that the signing is recorded and stored for 10 years, and that all parties disclose anyone else located in the room and show those parties to the camera. This last requirement is presumably to help protect clients from influence or coercion by a party not visible to the notary.

However, this act does not allow for electronic signatures. The documents must be physically signed by the clients and any witnesses at their separate locations, and then sent to the notary to complete the notarization process.

Unless further legislation is passed to make this order permanent, the Massachusetts order allowing virtual notarization remains in effect only until three days after the state of emergency ordered by Governor Baker expires. (The state of emergency was declared on March 10, 2020, and is currently in effect.)

While using video-conferencing technology may be intimidating to some, many clients have adapted quickly and taken advantage of this option. In addition, for those not comfortable leaving their home or having someone enter their home, video-conferencing allows for superior communication as compared with a phone conference. Video-conferencing can be set up through a laptop with a webcam, through a tablet or through a smart-phone. Ask your attorney whether remote notarization can be used in your case.




©2020. This material is intended to offer general information to clients and potential clients of the firm, which information is current to the best of our knowledge on the date indicated below. The information is general and should not be treated as specific legal advice applicable to a particular situation. Fletcher Tilton PC assumes no responsibility for any individual’s reliance on the information disseminated unless, of course, that reliance is as a result of the firm’s specific recommendation made to a client as part of our representation of the client. Please note that changes in the law occur and that information contained herein may need to be reverified from time to time to ensure it is still current. This information was last updated April 2020.

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