Have you recently found yourself wondering why your law firm website traffic is decreasing or you’re receiving fewer calls from prospective clients?

The reason likely lies in how artificial intelligence (AI) is fundamentally reshaping the way today’s clients search for estate planning services. 

Each May, the National Academy of Elder Law Attorneys observes National Elder Law Month, a time dedicated to raising awareness of the legal, financial, and personal challenges that come with aging.

By Fran-Marie Silveri, JD

As estate planning attorneys, our paramount responsibility is to guide clients through the intricate terrain of planning for incapacity and death. Client representation always poses specific ethical and practical challenges, such as properly addressing their goals and needs, checking for conflicts of interest, and maintaining confidentiality (or using confidentiality waivers where appropriate). When it comes to representing married couples jointly, the considerations and complexities multiply, necessitating a more nuanced approach that addresses both individual and joint interests. This article delves into some of the issues to consider throughout all phases of the relationship when representing married clients.