The role of a caregiver when an elderly person makes a will

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When Helena took her 81-year-old father, Walter, to the family’s lawyer recently so that Walter could have a will made, the lawyer, Ms. Rollins, asked her to leave the room while she talked privately with Walter. Helena was shocked and somewhat offended at being excluded. After all, it wasn’t as if she was there for any suspicious reason; she’d been helping Walter with banking and doctor’s appointments for years.

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