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Wills: Why you should send clients detailed reporting letters

Wednesday, February 14, 2018 @ 9:03 AM | By Nora Rock

While the will itself is the product of the collaboration between lawyer and client, the reporting letter serves a separate purpose: it’s the record of the context. To the extent that the reporting letter documents the process of crafting the will, it can bolster validity, shield the lawyer from malpractice allegation and demonstrate the value that legal advice brings to the task.

Reporting letters from wills lawyers are sometimes brief and perfunctory. But they shouldn’t be.

Among the biggest challenges in estates practice today is defending...