Executing Estate Planning Documents During the Pandemic and the Slow Return to the “New Normal”

The current COVID-19 pandemic has made it more important than ever for individuals to establish (or update) their core estate planning documents. These core documents will generally include a will (and often a revocable living trust) for testamentary dispositions as well as a durable power of attorney for financial matters while the client is living. For health care matters this may include a health care power of attorney (i.e. a health care proxy), living will, HIPAA (Health Insurance Portability and Accountability Act) release that allows a named agent to view protected Private Health Information (“PHI”), DNR (do not resuscitate order), and perhaps a POLST (physician order for life sustaining treatment).

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