Representation of an Estate and Client Identity

Understanding the Role of a Personal Representative of an Estate

Customer: does a personal representative of an estate represent the decedent or the heir? Lawyer's Assistant: I understand that you have a ...

Personal Representative and Trustee Representation

Our personal representation services allow us to act as the executor/personal representative of an estate for an individual, taking the stress of the role away ...

Legal Assistance Duty of Confidentiality and Legal Assistance Matters

2d 609 (N.M. 1986)(identity of legal services organization's clients is “information relating to the representation” under Rule 1.6; ABA Informal Ethics Op.

BOARD NOTES - Board of Professional Responsibility

However, under an estate theory, the client is the estate, not the personal representative. ... client's identity to the client, the probate ...

Dealing with a deceased person's money and property

To get authority to administer the estate, you must get a legal document called a Grant of Representation. ... Client Identity Services.

Rule 1.7. Conflict of Interest: Current Clients - Louisiana Legal Ethics

In estate administration the identity of the client may be unclear under the law of a particular jurisdiction. Under one view, the client is the ...

When to verify the identity of persons and entities — Real estate ...

If you are a real estate broker or sales representative, you must verify client identity when you act as an agent or mandatary in the purchase or sale of real ...

What do we do when we represent the Personal Representative of ...

Initially, the lawyer files the Will and the probate petition with the Court to appoint someone as the Executor (now called the "Personal ...

A Risky Game: Can An Estate Representative Be Their Own Lawyer?

Regardless of its provenance, it's commonly understood to mean that if you choose to represent yourself in court, you're taking a big risk. But ...

Who is the personal representative when there's no will? - The Gazette

A personal representative (PR) is responsible for dealing with the estate of someone who has died: ... PRs are appointed in accordance with The ...

What Does it Mean to Be a Personal Representative?

Administering the Estate: This involves identifying and collecting the deceased person's assets, such as property, investments, and personal ...

Indiana Rules of Professional Conduct - IN.gov

... representation of a client during the lawyer's representation of the client. ... executor of the client's estate or to another potentially lucrative ...

New York Bar Rules on Ethics of Law Firm's Consultation with Son ...

... client that his son also sought representation at th ... Six months after the guardianship fight, a third partner met with client's son about his personal estate ...

Ethical Issues in Estate Planning | Lorman Education Services

An attorney has four choices in dealing with this situation: (1) leave the identity of the client ambiguous; (2) represent the family; (3) ...

Conflict Check Basics: What Every Legal Professional Should Know

Dropping representation of a client and then representing the opposing party in the same matter ... Real Estate Law · Employment Law · Insurance Defense. Firm ...

How to Choose Your Agents and the Personal Representative for ...

This is someone you appoint to administer your assets (also known as your estate) after you've passed. They ensure your will is enforced and your assets are ...

I'm an Estate Beneficiary – Why Won't the Estate's Lawyer Return my ...

... client. In a probate matter, the estate's attorney generally represents the Personal Representative, in his or her fiduciary capacity. What ...

Is the estate of a deceased person a legal entity?

In those comments I claimed that the estate of a deceased person is not a legal entity and that it is the personal representatives (executors if ...

Confidentiality of Information - Washington Courts

(2) may reveal information relating to the representation of a client to prevent the client ... the identity of the client or the situation involved.

The Lawyer as Agent

A lawyer acts on behalf of the client, representing the client, with con- sequences that bind the client. Lawyers act as clients' agents in trans- actional ...