You are a part of a team of professionals - sales reps, paralegals and attorneys, notaries - each dependent on another to deliver high quality estate-planning services to your client. You represent not only yourself when you meet with your client you also represent the attorney or paralegal who will be working up the case. Here are a few guidelines to help you do your part of the process in a timely and professional manner:
- Always defer questions of a legal nature (i.e., analysis of client's existing estate plan or documents, how title should be held, definitions of or explanations on how a specific clause or document works, etc) to the attorney.
- Always say, "I am not an attorney, so I cannot speak with any authority but here is how I understand that to work." I am not an attorney ... should become your mantra.
- Make sure to spell the client's name correctly and verify spelling with client. The client name appears through out the documents and if it is misspelled the entire portfolio must be reprinted