I have been seeing someone who is about to shut down their firm to go virtual and she asked this question. Any ideas would be appreciated.
Let's say I am at a client's house and they are signing their will, power of attorney and advance medical directive. We usually make copies/scan the signed copies; however, I won't be able to do so after I close the office. I don't want to take any client documents home for liability purposes. I could have them sign duplicate copies of the AMD and the POA. I am not so concerned about the will as original wills must go to probate, not copies. What do you think?
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