Sometimes when testators are elderly they wish for correspondence to take place through their children because they are not good with technology. Do other practitioners allow this, subject of course to any instructions being confirmed with the testator?
Yes, we do allow it, but of course apply extra due diligence. I suspect there may be others who take a more cautious approach, but we try to adopt a practical approach as I can personally fully understand why a child may be the first point of contact. The extra due diligence involves ensuring that the client is seen independently and if there is any bias towards the introducing party, then much more is required.
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Agree Haroon…proceed if possible, but with caution
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