Wills, Estates & Trusts
May 17, 2023
Communicating with your estate planning client
Attorneys need to realize that their clients (like most people) do not want to appear to be stupid. Clients will tend to over reach when answering a question, even though they don’t know the answer.
When your estate planning client responds to your questions with a “yes,” does he or she mean “no,” “maybe,” or “I don’t know?” This column will discuss misconceptions that arise, at least in part, from imperfect lawyer-client communication.
Attorneys need to realize that their clients (like most people) do not want to appear to be stupid. Clients will tend to over reach when answering a question, even though they don’t know the answer.
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