Q: Is it common practice to deny Daughter from being present when preparing legal doc. Will, POA, Health Dir etc for parent
I found it unusual that a family member would be denied to sit in (with their 83 yr old parent) while preparing legal documents. After doing some research, on living trust to protect her assets (Home) from probate she went back to ask that changes be made and was talked out it! This has more concerned about possible errors, I haven't looked over the documents yet- I'm not sure what to look for
A:
The vast majority of attorney meetings with their clients exclude non-clients. This is not at all uncommon.
Some elderly parents do choose to include their adult children in such meetings, and this is perfectly appropriate most of the times when that happens, but it is more the exception than the rule.
Have you done your estate plan yet? Do you plan to include your children at that meeting? The "correct" answer is not the same for everyone.
Phillip William Gunthert and Seril L Grossfeld agree with this answer
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