Name the Client Before the Plan

The first legal decision is not the will clause; it is the representation frame. The client map A family meeting can make everyone look aligned. Estate planning rewards a more disciplined view. Start by naming the client, the payor, and every person whose interests may be affected. Then decide whether joint representation is permissible and whether informed consent can be real rather than ceremonial. Why it works The map turns vague discomfort into a professional standard. If two people are clients, material information cannot be treated as one client's private advantage against the other. If only one person is the…

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