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Should Accountants be Drafting Wills?

Accountants and Will drafting.

Should Accountants be Drafting Wills?

As an Accountant or Financial Planner what would you do if a client asked you to draft their Will?  Do you know the risks?

Whilst the temptation to be holistic in your services to a client is understandable, this blog will offer some guidance, and identify the pitfalls of engaging in a legal practice which could contravene the requirements under section 12 of the Legal Profession Act 2008 (“the Act”).

Lets start with "Only Legal Practitioners may engage in legal practice under the Act".

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Privacy and my Lawyer.... how far does that go?

It's true that any communication between you and your lawyer is confidential.  It cannot be divulged, discussed or provided to other people or the Courts. This concept is known as Legal Professional Privilege or for the sake of this blog, LPP.  It's the backbone of the honest relationship a lawyer and their client must have at all times.  But did you know LPP can be waived or lost? Did you know that your former-wife, husband or partner may be able to access the entirety of your Family Law file once you die? Here’s how and, more importantly, how to prevent it.

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