[WSBAPT] Follow-up question for those of you who do email draft docs to clients

[Felicia Value, Attorney at Law]

I always print out my draft estate planning documents and snail mail them
to the client.  I normally have three meetings with a client:  the first,
in which I learn what they want and we discuss how to accomplish it;  a
second, in which we review every page of every document;  and a third, in
which they sign the final versions.  I want the client to have a paper
copy of the documents because it’s been my experience that paper copies
get read more often than electronic versions get printed and read, or read
at all.  I want the client to have a paper version to write notes and
questions on.  When they come in for the review meeting, they look at
their copy while I walk them through it from my copy.  
 
If I did email drafts, I’d certainly stick to pdf.  I think the temptation
would be great for clients to start sharing the drafts with family and
friends so they could do their own.  After all, they were written by a
lawyer!
 
Felicia Value
Attorney at Law
PO Box 578/116 North Third Street
La Conner, WA 98257
(360) 466-2088
www.skagitprobate.com

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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of elizabeth dronkert
Sent: Thursday, January 30, 2014 6:09 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Follow-up question for those of you who do email draft
docs to clients
Sensitivity: Confidential

 

Thank you for the feedback on the emailing.  Of those who email draft
documents to clients, how many have a specific clause for clients to
initial, in fee agreements, where client not only gives written permission
for PDF electronic mail transmission, but also writes in a space provided
the one client-authorized email address and verifies that the client has
full control over access to that email account?  If attorney determines
for whatever emailing is inappropriate, or emails are returned /
undeliverable, clients will be notified to either pick up documents at the
office or advised that documents have been sent via certified mail to
[client provided secure mailing address].    Does this seem like overkill?
At one time it seemed so simple, but it seems every time you turn on the
computer some icon is dancing around my desktop announcing that it let
itself in for milk and cookies – what?!!   Have been giving more and more
thought, also, to the notion – staying electronic, mind you, of secure
portals where there is no transmission.  Anyhow, anyone still around and
willing to share thoughts, thank you.  Elizabeth

 

EPMF logo Final_small-horizontal (3)

Elizabeth M. Dronkert,  Attorney

755 Winslow Way East, Suite 202

Post Office Box 10368

Bainbridge Island, Washington   98110

(206) 780-4455

@EstPlanModFam

 

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