Rhode Island § 33-19.1-5 § 33-19.1-5. Review by independent attorney — Certificate of review.

Rhode Island Statutes

§ 33-19.1-5 — § 33-19.1-5. Review by independent attorney — Certificate of review.

Rhode Island § 33-19.1-5

Title 33Probate practice and procedure

Ch. 33-19.1Financial Exploitation of Elders and Dependent Persons Act

This text of Rhode Island § 33-19.1-5 (§ 33-19.1-5. Review by independent attorney — Certificate of review.) is published on Counsel Stack Legal Research, covering Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook

R.I. Gen. Laws § 33-19.1-5 (2026).

Text

§ 33-19.1-5. Review by independent attorney — Certificate of review.
(a) A gift is not subject to §â€‚33-19.1-3 if the instrument is reviewed by an independent attorney who counsels the transferor,
            out of the presence of any heir or proposed beneficiary, about the nature and consequences
            of the intended transfer, including the effect of the intended transfer on the transferor's
            heirs and on any beneficiary of a prior donative instrument; attempts to determine
            if the intended transfer is the result of fraud or undue influence; and signs and
            delivers to the transferor an original certificate in substantially the following
            form:
         
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§ 33-19.1-5. Review by independent attorney — Certificate of review.

(a) A gift is not subject to §â€‚33-19.1-3 if the instrument is reviewed by an independent attorney who counsels the transferor, out of the presence of any heir or proposed beneficiary, about the nature and consequences of the intended transfer, including the effect of the intended transfer on the transferor's heirs and on any beneficiary of a prior donative instrument; attempts to determine if the intended transfer is the result of fraud or undue influence; and signs and delivers to the transferor an original certificate in substantially the following form:

"CERTIFICATE OF INDEPENDENT REVIEW

I, _________________________________________ , have reviewed

(attorney's name)

_________________________________________ and have counseled the transferor,

(name of instrument)

_________________________________________ , on the nature and consequences of any

(name of transferor)

transfers of property to _________________________________________

(name of person described in § 33-19.1-3) that would be made by the instrument.

I am an "independent attorneyâ€� as defined in §â€‚33-19.1-2 and I am in a position to advise the transferor independently, impartially, and confidentially as to the consequences of the transfer. On the basis of this counsel, I conclude that the transfers to __________ (name of person described in §â€‚33-19.1-3) that would be made by the instrument are not the product of fraud or undue influence.

__________ _______________ â€�

(Name of Attorney) (Bar#) (Date)

(b) An attorney whose written engagement, signed by the transferor, is expressly limited solely to compliance with the requirements of this section, shall not be considered to otherwise represent the transferor as a client.

(c) Under no circumstances shall an attorney who drafts an instrument review and certify the instrument.

(d) The attorney who conducts the independent review shall provide a copy of the signed certification to the drafting attorney.