Elder Law Ethics: Meeting with Clients Alone

Yee Law Group Inc. > Elder Law Ethics: Meeting with Clients Alone

When an older adult wishes to update a will or make changes to other estate planning documents, it’s common for their adult child to accompany them to the lawyer’s office.

This situation makes sense: Many seniors have mobility challenges that require assistance. Others live with an adult child. Those on limited budgets may even need help paying for a lawyer.

When it’s time for mom or dad to actually talk to the lawyer, however, the meeting should happen in private, without the adult child in the room.

Although it’s wonderful to see adult children supporting and assisting their elderly parents, the attorney-client privilege must still be observed for the following reasons:

Maintaining Client Confidentiality

Lawyers have a legal duty to keep communications with their clients confidential. This rule applies no matter who is paying the lawyer’s bill. Adult children aren’t entitled to receive copies of letters or emails sent from the lawyer to an elderly parent. Likewise, an adult child has no right to review or “look over” a parent’s will or other legal documents.

Assessing a Client’s Competence

An attorney must be able to determine if his client is of sound mind before allowing the client to sign any sort of legal document. This is frequently an issue when preparing an elderly person’s estate planning documents. It’s important for the lawyer to make sure his client is mentally competent to make his or her own decisions. Sometimes, adult children have a habit of “translating” an elderly parent’s wishes or speaking on their behalf. This can hide the parent’s incapacity and even prevent the parent from speaking his or her mind for fear of offending the child.

Avoiding Estate Contests

Family dynamics can be complex, especially when estate issues are involved. In many cases, one adult child oversees an elderly parent’s care while other adult children are less involved. Unfortunately, this uneven dynamic can cause the less involved children to resent the caretaker child’s relationship with the parent. They may even suspect that the caretaker child is exerting too much influence over the parent’s decisions.

Eventually, these suspicions can evolve into accusations of undue influence, which can lead to a will contest. Preserving the attorney-client privilege by speaking one-on-one with seniors can minimize this type of litigation.

Roseville, California Estate Planning Law Firm

At Yee Law Group Inc., PC, we help individuals and families create comprehensive estate plans that further their goals and provide peace of mind. Call today at (916) 599-7297 to speak to an experienced probate and estate planning attorney about your case.

This website has been prepared by Yee Law Group Inc., PC for informational purposes only and does not, and is not intended to, constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.

Scroll to Top