A Checklist of the key ethics rules estate planning counsel should consider when meeting, consulting with, and planning for clients. This Checklist is based on the ABA Model Rules of Professional Conduct and also includes information on the sources of ethics rules in individual states and the key ethics rules affecting estate planning counsel, including rules regarding attorney competence, client capacity to plan, managing the attorney-client relationship, attorney's fees, preserving client confidences, handling joint representations and conflicts of interest, non-clients paying attorney fees, and attorney as beneficiary or fiduciary.