Informal Opinion Number: 930103

QUESTION: May attorney enter into a relationship with insurance agents related to estate planning for clients of the insurance agents? ANSWER: If the insurance agents are ONLY identifying a potential need for legal estate planning work and informing the client of their belief that the client would benefit from legal advice, it would not constitute the unauthorized practice of law. No further opinion can be given without specific details of the proposed arrangement.

Informal Opinions are ethics advisory opinions issued by the Office of Legal Ethics Counsel to members of the Bar about Rule 4 (Rules of Professional Conduct), Rule 5 (Complaints and Proceedings Thereon), and Rule 6 (Fees to Practice Law) pursuant to Missouri Supreme Court Rule 5.30(c). Written summaries of select Informal Opinions are published for informational purposes as determined by the Advisory Committee of the Supreme Court of Missouri pursuant to Rule 5.30(c). Informal opinion summaries are advisory in nature and are not binding. These opinions are published as an educational service and do not constitute legal advice.

To request an Informal Opinion, please visit: https://mo-legal-ethics.org/for lawyers/requesting-an-informal-advisory-opinion/.

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