Orange County estate planning attorney Jennifer scheduled an appointment to discuss a possible trust with Sarah, a recently established client who had earlier signed a retainer agreement with Jennifer. However, unexpectedly Jennifer had to leave the law office because of an emergency. Before leaving she asked her longtime paralegal, Cody, to meet with Sarah. Cody is also a CPA and an estate planner who drafts nearly all of Jennifer's legal documents for Jennifer, and she trusts him completely. During the meeting, after Sarah described her situation, because she had become very comfortable with Cody, sheasked Cody the following questions:

1. What services are offered at Jennifer's office in the area of estate planning?

2. What is Cody's role at the law office?

3. What would the firm charge to do a trust for Sarah?

4. What is a revocable trust?

5. Because she is still young, should Sarah have a revocable trust or a will?

6. Will Cody be drafting the trust, if one is needed?

7. Because Sarah's father knows so much more about her finances, could Sarah's father sit in during the interview?