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

elizabeth dronkert elizabeth at modernfamilyestateplanning.com
Thu Jan 30 18:08:54 PST 2014


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

 

 

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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