Virtual Estate Planning: Comprehensive Guidance on Whether You Can Do Your Estate Planning Virtually in WI

Virtual Estate Planning in Wisconsin

Virtual Estate Planning: Comprehensive Guidance on Whether You Can Do Your Estate Planning Virtually in WI

In today’s digital age, virtual solutions are replacing traditional in-person activities. Estate planning is no exception. The onset of COVID-19 prompted a shift towards virtual estate planning, making it more accessible and convenient than ever before. This comprehensive guide will walk you through the ins and outs of virtual estate planning and highlight the services offered at Dahlberg Law Group

The Rise of Virtual Estate Planning

Before the pandemic, many people, especially young families, often overlooked estate planning. However, the past year has brought feelings of vulnerability and uncertainty to the forefront, prompting more individuals to prioritize their estate planning needs. Yet, the desire for safety and convenience led to the rise of virtual estate planning.

How Virtual Estate Planning Works

While there are online tools available for basic estate planning, partnering with an experienced attorney is the best way to ensure your documents are legally sound and comprehensive. At Dahlberg Law Group we offer virtual consultations via phone and video conferencing. Our goal is to answer your questions, assess your unique needs, and provide essential information to protect your family’s future.

Approximately 90% of the estate planning process can be completed virtually. However, some documents require in-person signatures. Fortunately, Wisconsin has adopted virtual document notarization, making it easier to finalize these documents while adhering to safety protocols.

Safety Protocols for In-Person Meetings

Despite the convenience of virtual estate planning, certain documents, like wills, still necessitate in-person signatures with two witnesses. At Dahlberg Law Group, we prioritize your safety during these meetings. Our offices provide secure, socially distanced spaces with partitions, ensuring a quick and safe signing process.

The New Normal: Embracing Virtual Convenience

Virtual estate planning emerged as a response to the pandemic, but its convenience and efficiency are undeniable. Many families appreciate the ability to consult with an attorney from the comfort of their home or office. This trend is likely to continue, offering a modern and flexible approach to estate planning.

Challenges of Virtual Estate Planning in Wisconsin

While many states allow remote witnessing and notarizing of estate planning documents, Wisconsin currently does not. The abundance of online information and “do-it-yourself” estate planning websites can lead to misunderstandings about state-specific rules. It’s crucial to work with a legal professional in your state to ensure the validity of your documents.

Wisconsin Statutes You Should Know

  • Wis. Stats. Section 853.03: Requires wills to be signed by at least 2 witnesses.
  • Wis. Stats. Section 853.07: Suggests witnesses should preferably not be beneficiaries under the will.

Advocating for Change

The State Bar of Wisconsin’s Real Property, Probate, and Trust Law Section recognized the need for change in light of the COVID-19 pandemic. They filed an emergency request for a temporary order allowing remote witnessing of certain estate planning documents. Unfortunately, the court declined to issue an emergency ruling, but attorneys in Wisconsin continue their efforts to adapt to these challenging times.

Resources for Virtual Estate Planning

Conclusion: Protect Your Legacy with Virtual Estate Planning

Virtual estate planning offers a modern solution to safeguard your legacy, ensuring your loved ones are protected even during uncertain times. At Dahlberg Law Grup we are committed to providing comprehensive virtual estate planning services. To get started on your estate planning journey, contact us today. Your family’s future deserves the peace of mind that virtual estate planning can provide.