Question
The firm has a new client, Abigail Costello. Your supervising attorney has decided to represent Abigail. Ms. Costello has filled out the firm's standard estate
The firm has a new client, Abigail Costello. Your supervising attorney has decided to represent Abigail. Ms. Costello has filled out the firm's standard estate planning questionnaire, but she was hesitant to provide all of the information requested. Your attorney would like you to review the and determine what information still needs to be gathered from Ms. Costello. He would also like to know if there is the possibility that Ms. Costello will need property transfer services from the firm. (both state planning and property intake forms) and provide suggestions of any additional information
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