A lawyer hires an independent paralegal who will (1) conduct initial interviews of clients that have requested

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A lawyer hires an independent paralegal who will (1) conduct initial interviews of clients that have requested estate planning services, and

(2) supervise execution of estate planning portfolios prepared by the lawyer. Is this UPL? What do you need to know to decide? See State Bar of Arizona Ethics Opinion 98-08 (1998) for one state’s analysis.

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