Estate Planning Clients
Sometimes clients choose to include family members, loved ones, and/or advisors in the estate planning process. You are welcome to make that decision if you are so inclined. However, it is important to remember that the attorney-client privilege, which protects the confidentiality of what is discussed, extends only between the attorney and the client. As a general rule, we would expect to meet with you individually or as a couple before family members or others are involved.
Doing so is also good practice to discourage claims of undue influence which can arise if third parties are present during our consultation. After our consultation and review of your intake forms, we will advise you regarding what we believe to be the most appropriate estate planning arrangements for your circumstances. If you are unsure how to answer a question on any form, we are available to assist you during our consultation.