Author Question: A client comes in for an estate planning interview and does not have any documents in place. He ... (Read 29 times)

sarasara · **on:** Aug 3, 2018

A client comes in for an estate planning interview and does not have any documents in place. He wants to have a will drafted, but insists that he does not want a living will (or comparable state form) or a power of attorney. What problems do you see with this? Discuss how you might handle the situation.

What will be an ideal response?

Question 2

Court rules require attorneys to sign documents.

Indicate whether the statement is true or false

robbielu01 · **Reply #1 on:** Aug 3, 2018

Answer to Question 1

A will takes effect upon death and is only one document in a comprehensive estate plan. A living will (or comparable state form) and power of attorney should also be prepared. However, paralegals cannot give legal advice or tell people what documents should be drafted. Therefore, the supervising attorney should discuss the need for additional forms with the client.

Answer to Question 2

TRUE