Recall interview moves that reduce undue-influence risk during estate-planning intake.
Objection "I need to stay because he forgets details." A helper or possible beneficiary wants to remain for the whole meeting. Your line "I understand. I meet privately with every estate-planning client for part of the appointment, then we can bring you back for logistics if the client wants that." Do not debate the helper's motives first; normalize the process. It creates privacy without accusation. Weak vs strong How do you test the reason for a surprising gift? Reasons matter more than rehearsed confirmation. Recall What are the three interview conditions that reduce pressure? Private setting, plain-language choices, and client…
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