[WSBAPT] Estate Plan Packaging

[Martin Silver]

I scan it to a usb stick and tell them if they want originals it will be twice the price.  

From: Eric Nelsen 
Sent: Friday, April 24, 2015 5:02 PM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] Estate Plan Packaging

I went to law school because I wanted my own seal and red ribbon! And speak great wisdom in Latin. Imagine my shock and disillusionment....

 

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-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Melinda Grout
Sent: Friday, April 24, 2015 4:41 PM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] Estate Plan Packaging

 

I often do blue cover thing, with a nice “Estate Planning Documents” large envelope for all originals.  It helps my older clients especially be very clear what is an original that they should put away for safe keeping.  Also, some folks just like the “packaging”. 

 

A couple of years back a nice older lady from the east coast (old money) was truly offended that I didn’t do a seal and red ribbon.  She assured me she would tell all her friends not to use me, since I obviously didn’t know what I was doing.  Still makes me smile… 

 

Melinda

 

Regards,

Melinda Grout
Law Office of Melinda K Grout, PS
17325 W. Main Street / P.O. Box 1360
Monroe, WA  98272
360-794-4322  / Fax: 425-744-6745

 

Emphasizing Estate Planning, Probate, and Elder Law
mkgroutlaw.com

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