11.2 Review of Documents before Execution

• Library: Estate Planning in Virginia (Virginia CLE) (2018 Ed.)

11.2 REVIEW OF DOCUMENTS BEFORE EXECUTION

11.201 By Client. Drafts of the will and other proposed estate planning documents should be sent to the client for review before execution. ¹ If possible, a transmittal letter and a chart summarizing the key points discussed by the client and the attorney and reflected in the document drafts may be useful to both the attorney and the client. This procedure helps establish that the client knows and understands the content of the documents. The procedure can also prevent last-minute document changes and misspellings. The document drafts should...