[WSBAPT] Alternatives for PR
Kailei Feeney
kailei at westseattlelaw.com
Thu Aug 14 10:03:09 PDT 2014
There are also smaller players that serve as PRs and may be more
reasonable, if the situation warrants it. Such as Shannon Scott, with
Scott Estate Services: Shannon at ScottEstate.com (425) 743-2910.
Regards,
Kailei
Kailei B. Feeney
Attorney-at-Law
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
kailei at westseattlelaw.com
<http://www.westseattlelaw.com/> www.westseattlelaw.com
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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Eric Nelsen
Sent: Thursday, August 14, 2014 9:57 AM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] Alternatives for PR
If they won't have a family member and don't have a trusted family friend
who's willing to step into that kind of minefield, then I'd suggest a
professional. Bill Jaback at Partners In Care
<http://www.partners-in-care.org/> is a good one. Almost any of the
guardianship fiduciaries would do it--for example, Ohana
<http://www.ohanafc.com/> , or Unlimited Guardianship Services
<http://www.ugswa.org/> . In the past, I've had the client contact the
company/companies and talk to someone there, so they're comfortable with
the choice (and make the choice themselves).
Sometimes the client, after exploring the projected costs, decides that a
family member isn't such a bad option after all.
Sincerely,
Eric
Eric C. Nelsen
SAYRE LAW OFFICES, PLLC
1320 University St
Seattle WA 98101-2837
phone 206-625-0092
fax 206-625-9040
From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of G. (Gus) Benjamin
Lindsey III
Sent: Thursday, August 14, 2014 9:05 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Alternatives for PR
Good morning,
PC’s are a married couple. PC’s estate seems relatively straightforward
from a planning/needs perspective. However, PC’s are very leery of having
either PC or a family member serve as personal representative for either
spouse’s estate. (Apparently one of the PC’s had a bad experience while
acting as a PR. I think the way the estate was divided caused the hard
feelings more anything related to the PR role.)
PC’s current position is that they want “an attorney” do serve as the PR.
At this point, I do not believe the value of the estate warrants hiring a
professional estate administrator; but perhaps that’s a consideration
assuming the costs are reasonable. (I’ve never used one.)
What have others done in situations where a client, for whatever reasons,
just did not want a family member to serve as PR? Has anyone actually
agreed to serve as the PR in a similar circumstances? (Obviously that
means a different attorney would have to take on the role of attorney for
probating the estate.)
Just looking for some ideas in case PC’s do not alter their position after
our initial discussion.
Thanks!
Sincerely,
G. (Gus) Benjamin Lindsey III
Attorney-at-Law
The Law Office of G. Benjamin Lindsey III
2012 Grade Road, Suite 202
Lake Stevens, WA 98258
Phone: (425) 263-9585
website: www.gbl3law.com <http://www.gbl3law.com/>
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Bar Association nor its officers or agents.
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