Sort the Estate-Planning Ethics Flags
Recognize which professional-duty framework is triggered by a common estate-planning fact.
Sort each intake fact by the first professional-duty framework it triggers. Conflict or loyalty Confidentiality Capacity Safekeeping or property Competence Second spouse asks you to keep a separate account secret in a joint representation Adult child asks to be copied on every planning email without client consent Client cannot explain who the natural beneficiaries are after repeated plain-language prompts Client drops off original bearer bonds for the lawyer to hold temporarily Lawyer is asked to draft a complex GST trust outside their experience One spouse wants advice on disinheriting the other during a joint consult Caregiver wants a copy of…
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