Jurisdiction(s):
United Kingdom

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Key definition

Client definition

What does Client mean? In legal practice, a client is the person or organisation for whom a lawyer or law firm acts and to whom professional duties are owed. This includes individuals, companies, partnerships and public bodies, whether instructing directly or through an agent. The term is a general professional expression rather than a statutory definition; its scope is shaped by engagement terms (the retainer) and by professional conduct rules and case law on duties of care, conflicts of interest, confidentiality and legal professional privilege. Key features include: identifying the correct client at the outset (especially for corporate clients, where the client is the entity,...

Template letter to GP requesting testamentary capacity assessment for Will-making, with Banks v Goodfellow/MCA 2005 guidance and COP3 for statutory Will — England and Wales

Published by a LexisNexis Private Client expert

Precedents

[ insert name and address of GP ] [ insert date ] Dear Dr [ insert name of GP ] [ insert full name, address and date of birth of Client ] I have been approached by [ insert name ], whom I understand is under your care. [ He OR She ] has asked me to prepare a [ new ] Will for them. The principal provisions of the intended Will are that [ insert basis details of the terms of the proposed Will ]. Following discussions with [ him OR her ] and with [ his OR her ] [ insert relationship and name of person where appropriate eg daughter, etc ], I hold reservations regarding the mental capacity of [ insert name of client ] to provide instructions for a Will. I wish to fulfil my instructions but cannot proceed unless I am satisfied that [ insert name of client ] has capacity to execute a Will and is not experiencing an impairment of, or a disturbance in, the functioning of their mind or brain, such that [ he OR she ] is unable to reach decisions in relation to the making of a Will as proposed...

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Web page updated on 22/05/2026

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