ON Solicitor Exam Practice Questions - Ontario Solicitor Licensing Examination Exam

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A solicitor is asked by a long-standing corporate client to prepare a will for the company's controlling shareholder, who is elderly and whose adult child (also a client of the firm) will be the principal beneficiary. The solicitor has never met the shareholder. What is the solicitor's primary professional obligation?

Take instructions from the adult child because the child is a current client of the firm Decline to prepare any will for a person referred by a family member Prepare the will as instructed and have the testator sign without an interview Meet privately with the testator to confirm capacity and that the instructions are free of undue influence

Correct Answer:

Meet privately with the testator to confirm capacity and that the instructions are free of undue influence

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