Friday, 14 February 2014

I am a lawyer who is preparing your Will. You have a long relationship with me as your advisor and you ask me to be the executor (fiduciary)...

Question

I am a lawyer who is preparing your Will. You have a long relationship with me as your advisor and you ask me to be the executor (fiduciary) under your Will. I agree to serve as Executor, would it be ethical for me to go ahead and prepare your Will?



Answer

The client must obtain a Certificate of Independent Review from a separate attorney.



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