Devoted to Corporate Attorneys, Corporate Lawyers, and Corporate Counsel

The following is not meant to be legal advice, and may be outdated research.

Sometimes an attorney may be involved in executing a will. Here are some guidelines for such situations.

First, ask the client to read the will to see if it is correct.  Find two witnesses if the client does not bring any of his/her own witnesses.  The witnesses should be present.

Before the client signs the will, ask if the client understands that it is his/her last will and testament, and he/she is revoking all previous wills and codicils.  Ask if the client is of sound mind and memory.  Ask if he/she is induced by duress, fraud, undue influence.  Ask if the client is over 18 years old.  Ask if he/she understands the distribution of property as set forth in the will.

Then, let the client sign the will.