Commit to a Capacity Interview Plan

Plan a private capacity interview for an estate-planning client whose family member or caregiver will attend. Capacity-sensitive estate-planning meeting with a will, trust amendment, beneficiary change, or power of attorney signing. Private interview script: "I meet alone with every estate-planning client for part of the appointment. I will ask you to explain, in your own words: the document we are signing, the property affected, the people you would naturally consider, the reason for any unusual gift, and whether anyone has pressured you." In 3 days, check whether the private segment happened and whether the file note captured the client's own…

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