The Authors

The Firm

  • Locations

    Downey Office
    10841 Paramount Blvd.
    3rd Floor
    Downey, CA 90241

    Phone: (562) 923-0971
    FAX: (562) 869-4607

    Irvine Office
    1920 Main Street
    Suite 1000
    Irvine, CA 92641

    Phone: (949) 756-0684
    FAX: (949) 756-0596

    Long Beach Office
    100 West Broadway
    Suite 6030
    Long Beach, CA 90802

    Phone: (562) 901-3050
    FAX: (562) 901-3051

    Tredway, Lumsdaine & Doyle was established in the city of Downey in 1961. The firm expanded with the opening of its Irvine office in 1989, and its Long Beach office in 2001. From our centrally located offices in Los Angeles and Orange County, the firm services clients throughout Southern California.

    Consumer Practice Group
    • Estate Planning and Probate
    • Family Law
    • Personal Injury Law
    • Civil Litigation Law
    Business Practice Group
    • Business Litigation
    • Corporate and Business Law
    • Employment Law
    • Financial Institutions
    • Intellectual Property
    • Real Estate and Land Use Law

Disclaimer

  • The information in this blog is not legal advice, and your use of it does not create an attorney-client relationship. Any liability that might arise from your use or reliance on this blog or any links from this blog is expressly disclaimed. This blog is not legal advice, is not to be acted on as such, may not be current and is subject to change without notice.

« Caregiving and the Case for Testamentary Freedom | Main

May 08, 2008

Deathbed Signings.

Our firm attorneys routinely make visits to where the client is located to execute their estate planning documents. We bring a notary to notarize the documents and to act as a witness during these signings.

We prefer not to make these visits because it almost always means that the client is suffering from an illness, is terminal or otherwise not able to make it to one of our offices. In other words, it means we are handling an estate plan in a precarious time and situation. The timing because the client is dying or aging rapidly... the situation because the estate plan could be contested for lack of capacity or undue influence.

But we do make these visits.

Things to be aware of:

  • When we visit the clients, we reserve the right to leave without executing the estate plan if we feel the client has no capacity or is being unduly influenced.
  • It costs more. You have to pay for travel time and related costs. And possibly even a rush fee.
  • It's harder to understand the nature of your own estate plan when you are not feeling well.
  • And it's a final realization that your estate planning should have been taken care of earlier. Instead of focusing on your health, well-being and comfort, you are focusing on stressful matters like estate planning in a very precarious time and situation.

Think about getting your affairs in order now while life and the living is good. You won't regret it.

Comments

Post a comment

If you have a TypeKey or TypePad account, please Sign In

May 2008

Sun Mon Tue Wed Thu Fri Sat
        1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31

Your email address:


Powered by FeedBlitz