Answer: B - Of the possible responses listed, the best response would be for Joe to tell Courtney that he can only speak to Alice herself about the estate plan and then inform his employer of Courtney's call. In this situation, Joe only has authority to draft the estate plan documents according to the instructions given by his employer. If Joe knows Alice well enough, he may be able to accept a requested change directly from Alice, but even then Joe should report the requested change to his employer. Answer A is incorrect because neither Joe nor his employer have authority to accept the change from Courtney. Answer C would be an inappropriate expression of a personal opinion. Answer D would be both inappropriate and a violation of client confidentiality.
