New Year, change ahead
Welcome to 2023! We have some new changes in the firm and in our work approach. Megan will be working primarily virtually for estate planning, probate, business and tax issues with limited in person meetings and will be working while traveling with her young family. She will return to Spokane, Bellingham, and other Washington state home bases periodically for work, family, and friends. She will continue to serve current, ongoing, and new clients, but will do so utilizing primarily phone, online conferencing, email and our secure online portal. Kelli and Seth, our fantastic paralegals will continue to meet with clients in Spokane to sign documents if necessary and will otherwise provide documents to client by our portal, email, or U.S. mail for signature. Megan will be accessible on a regular basis, but when she is out of reach, clients will still be able to reach the staff and they will have full access to client information, documents, estate planning records, and everything necessary to provide top level service.
The last couple of years has shown us and our clients that we can accomplish client goals of creating wills, powers of attorney, trusts, and other estate planning documents through phone and web options as easily, or more easily, than we can in person. We already have clients in Seattle, Bellingham, and across Washington state who we work with virtually and look forward to streamlining our process to provide all clients with stellar virtual and online service.
We love to educate our clients about the options and techniques available to them as well as how trusts and estates work. See some of our answers to frequently asked questions and common misconceptions on our website. For assistance with Spokane and Washington state wills, trusts, probate, trust administration, and business formation and succession, contact Megan Lewis Law, PLLC.
3/1/2023 03:45:21 pm
Thank you for mentioning that during the past several years, we and our clients have discovered that we can create trusts, powers of attorney, wills, and other estate planning forms over the phone and online just as easily—if not more so—than we can in person. According to my sister, she plans to rename her property after her kid. I'll advise her to contact a probate attorney.
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Megan M. Lewis