LEO: Law Firm - Will Package LE Op. 973
Law Firm - Will Package.
October 5, 1987
A law firm was approached by several local churches to prepare a simple
self-executing low-cost will package for church members not having wills.
The firm prepared a will package for the church members which enables the
members to formulate and execute a will in their respective jurisdictions
of Virginia, Maryland or the District of Columbia.
The law firm will send federal updates, each year, to the church members
who utilize the will package.
Given the above, the law firm apparently is extending the attorney-client
relationship from year to year. Therefore, the law firm has an ethical
duty to inform purchasers of the will package of changes in the law which
might affect the status of the estate. [ DR:6-101(D)]
Committee Opinion October 5, 1987