Five Ethical Rules to Consider In Estate Planning

The Rules of Professional Conduct primarily apply to litigation matters. However, Mandaq provides a list of five ethical rules you should consider at all stages of estate planning: 

1. Competence: Rule 1.1

2. Conflicts of Interest: Rule 1.7

3. Testamentary Capacity: No rule listed. 

4. Diligence: Rule 1.3

5. Continuing Obligation: Rule 1.4

Please click here to see a more detailed discussion of how these rules should be used in estate planning. 

See John Hughes, United States: Five Important Ethical Considerations in Estate Planning, Mondaq, Apr. 10, 2013.