How Couples Can Share One Estate Lawyer!
Can a couple share one estate-planning lawyer? Yes, with a signed conflict-of-interest waiver, explains estate attorney Andrew Dósa, who then advises each spouse independently. Conflicts can surface—say, when one spouse has a child or separate property. Since Washington and California are community-property states, he generally advises keeping inherited or premarital assets characterized as separate unless the couple chooses otherwise.
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Answered by Andrew Dósa · Tacoma, WA and Oakland, CA
Highlights
Frequently Asked Questions
Can a couple share one estate lawyer?
Yes, with a signed conflict-of-interest waiver, after which he advises each spouse independently.
When do a couple's interests diverge?
Conflicts can surface—say, when one spouse has a child or separate property—so the independent advice matters.
How is separate property handled?
Since Washington and California are community-property states, he generally advises keeping inherited or premarital assets characterized as separate unless the couple chooses otherwise.
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