Legal Question in Wills and Trusts in California

I am a lawyer who is preparing your Will. You have a long relationship with me as your advisor and you ask me to be the executor (fiduciary) under your Will. I agree to serve as Executor, would it be ethical for me to go ahead and prepare your Will?


Asked on 5/11/11, 11:49 am

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

The client must obtain a Certificate of Independent Review from a separate attorney.

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Answered on 5/11/11, 11:56 am


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