Dear New Clients and Existing Clients,


We want to assure you that we take the health and well-being of our community, clients, and associates very seriously. Like you, we're closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic.


To help prevent the spread of COVID-19, we will practice social distancing. We have temporarily reduced our office hours until May 31, 2020 (or extended if necessary), in order to protect and care for those who work with us, our clients, and the public.


Our staff is currently working from home, so we are still operational. If you have any concerns or questions, please feel free to call the office at (941) 315-2114.


For those of you with pending probate court cases, please note that the Courts have also reduced or moved their staff to work remotely. This may cause a temporary delay in your matter, but please note that the delay is not in our control.


Consultations and Sign Appointments:


We are offering phone/video consultations until the end of May. 


After your initial consultation, a second phone or video consultation will be scheduled to discuss and review your estate planning documents. If the documents are a direct reflection of your wishes, then your sign appointment will be scheduled at that point.


Sign Appointment Options:

  • Face to Face Sign Appointment: The sign appointment will be held in the thoroughly cleaned, conference room. On average, this will take approximately 10-15 minutes. After the signing, you will be asked to wait in your car for your orignal documents. 
  • Parking Lot Sign Appointment: The sign appointment will be held in the parking lot, as we will be handing you the documents to be signed on a clipboard.


In order to avoid cross contamination, you will take home the pen that you used during your sign appointment. Additionally, we are thoroughly cleaning the office between each client's appointments.


For those who are in a hospital, nursing home, assisted living facility, skilled nursing, or hospice care, we are currently unable to offer our off-site visits due to these locations being under lockdown or in quarantine. We do offer a phone consultation for these matters.


While you are "Staying In Place", do an Estate Plan Assessment Check:


1. If you completed your documents in 2019 or earlier, please take the time now to read through your estate planning documents and make sure that there are no changes that need to be made to  your distributions of your property, make sure that you are still fine with the people in positions of power you listed in your documents, etc.


2. If there are changes needed, please call our office for a consultation.


3. If someone's address has changed, please call or email our office to give us the up to date contact information for yourself, your beneficiaries, and people listed in positions of power.


4. Call your financial institutions (banks, retirement plans, investment banks, financial advisors) and make sure that you have Designated Beneficiaries and Contingent Beneficiaries on all of your accounts.


5. Call your Life Insurance Company and make sure that you have Designated Beneficiaries and Contingent Beneficiaries on all of your policies. 


6. Are your original Estate Planning documents in a fireproof, water proof location? If not, please consider purchasing a safe for your home to keep them in.


7. Do your doctor(s) have a copy of your health care directives (Health Care Surrogate, Living Will and HIPAA Release? As their offices are currently busy, consider mailing them a copy for their records.


We are all in this together. We will continue to monitor the COVID-19 situation and will follow guidance from public health officials and government agencies, so we can continue to support our customers and communities as needed.


For more information about COVID-19 and what you can do to keep healthy and safe, visit the Centers for Disease Control at cdc.gov or your local health department's website