A year or so ago I was engaged by Alice, a nice woman in her early 80’s who wanted to do
some estate planning. How did Alice get to me? Her daughter called me with a very simple
request, “My mom needs a power of attorney.”
Now, such requests are not uncommon. For example, we have received calls before from
former clients who requested that we meet their parents and prepare an estate plan for them.
However, in this particular case, I did not know Alice’s daughter before she called.
What do you think my first question to Alice’s daughter was on that initial phone call? Well,
my first question was to ask her what her mother’s name was. My next question, however,
was more important: “Why is Alice not calling me herself?”
Alice’s daughter then explained to me that her mother was getting up there in years and did
not really know how to go about getting her affairs in order. I was unable to talk to Alice
during that initial phone call but we arranged a meeting for her to come in for a consultation
to discuss estate planning and the possible need for a power of attorney.
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