Maybe you’ve made an initial appointment for your parent to come visit Fleming & Curti, PLC, lawyers. Or you’ve made your own appointment but want to bring along a trusted family member. We’re happy to have them come along, but they won’t be joining us in the conference room — at least not for an initial estate planning discussion.
But the family member might wonder: why do I have to wait in the waiting room? Our quick answer: because we want to be clear that everyone understands — the concerned relative is not our client. The person who might ultimately sign legal documents is our client, and we want to hear their voice in the exchange.
That doesn’t mean that we suspect them of exploiting their aging family member. It doesn’t mean that we won’t ever want to hear from them. But we’re very careful to make sure that our clients can explain what they want, and that they know we listen to their wishes. Let us explain further in this podcast episode.