Will at any time, whether they have previously designated their lawyer as the Executor. All aspects of the
client's estate plan, changes should be considered periodically as the client's circumstances change.
The second question asked was, "How would you put a new client at ease so that you may elicit
the necessary information from him or her to draft the Will?" I feel one of the number one way
to make a client feel at ease would be to listen more carefully to everything that the client says.
To improve listening skills, avoid interrupting or rehearsing answers while their client is talking,
instead make sure to pay attention to non-verbal cues like emotions for better communication.
"Active Listening" is especially important. The four key elements an active listener does are: 1.
Ask questions, when you ask questions, your client will know that you were listening to them,
and understood them, while asking for more information. 2. Be supportive, each time you
interact with a client always make it a positive experience. 3. Be cooperative, give clients your
feedback but be sensitive. Your client should feel supported, not criticized. Accept feedback from
your clients as well. 4. Make suggestions, when it comes to a client, delivery is king.
Another way to keep your client at ease is by keeping your client's communications secure.
Keeping client information is critical. Encrypt all communications and communication channels. Keep
personal and professional accounts separate on social media. Be mindful when working out of the
office, in public areas where others cant sell your computer. Use a secure client portal for extra
security when sharing documents and other sensitive materials.
The third question asked was "Describe and compare the non-testamentary documents that are
available to the client."
A non-testamentary act is an unattested act which determines or affects either
the amount of a legacy or devise or the identity of the legatee or devisee, but whose primary purpose is
other than affecting the Will that is, non-testamentary.