While the Opinions express the ISBA interpretation of the Illinois Rules of Professional Conduct and other relevant materials in response to a specific hypothesized fact situation, they do not have the weight of law and should not be relied upon as a substitute for individual legal advice.
Contact is made with proposed clients by mailing, phone solicitation, or similar techniques.
The institutions would like to employ an Illinois attorney to review or prepare the documents to make sure they comply with Illinois law and meet the individual's needs. The Institution would charge for furnishing the revocable living trust and it would be contemplated that the attorney would profit from the relationship also. Clearly, then, the attorney has a duty to represent the interests of the institution just as for any other client. In the role of representing the institution, the attorney may advise the institution regarding Illinois law on revocable living trust and the requirements necessary for proper drafting of same. The institution that the attorney represents intends to make money by providing the trusts to consumer-clients.