SKU: 61977.02
This paper discusses the factors lawyers need to be aware of regarding capacity, including how to create a properly documented process in order to validate and support the likelihood of a client’s testamentary capacity during the legal services process. A lawyer checklist regarding capacity, a sample letter requesting a capacity assessment report, and a sample capacity assessment report are included.
This paper is part of a collection presented at LESA’s Drafting Your First Will program in November, 2015.
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