(a) No attorney shall directly or indirectly receive payment from any bank or trust company for legal services rendered to others in the preparation of wills, codicils or drafts of such instruments or for advising others as to legal rights under existing or proposed instruments of that character.
Section 2-67.Payment of Attorneys by Bank and Trust Companies
Current through August 12, 2025 (2026 Practice Book edition) · Last verified July 9, 2026
In one sentenceBars attorneys from taking payment from a bank or trust company for legal work like drafting wills for the bank's customers, and makes breaking this rule grounds for a grievance complaint.
Full Text of Section 2-67
(b) The violation of this section by an attorney may be cause for grievance proceedings.
Amendment History
(P.B. 1978-1997, Sec. 48.)
Plain-English Summary
This rule stops attorneys from being paid by a bank or trust company for legal services they perform for someone else — specifically, preparing wills, codicils, or similar documents, or advising people about their legal rights under an existing or proposed will. The concern is direct: an attorney should answer to the client, not to a bank paying the bill for that client’s legal work.
An attorney who violates this rule can face grievance proceedings, the disciplinary process used to investigate and address attorney misconduct in Connecticut.
Frequently Asked Questions
Can a bank pay an attorney to draft a will for a customer?
No. An attorney cannot directly or indirectly accept payment from a bank or trust company for preparing a will, codicil, or similar instrument for someone else, or for advising that person on their legal rights under it.
What happens if an attorney takes payment from a bank for this kind of work?
The violation can be cause for grievance proceedings against the attorney, the disciplinary process that investigates attorney misconduct.
Does this rule cover advice about existing wills too?
Yes. It covers payment for advising others about legal rights under existing instruments as well as proposed ones, not just drafting new documents.
Source & verification. The section text is reproduced verbatim from the
official Connecticut Practice Book (Conn. Practice Book § 2-67). Prescribed by the Judges of the Superior Court of Connecticut (Conn. Gen. Stat. Section 51-14). The plain-English summary is original and written by us. Last verified July 9, 2026. ·
Official source
Also known as: bank paying attorney feesattorney compensation from trust companywill drafting conflict of interestgrievance for improper payment