[WSBAPT] Representation question (any limitations on who can have an estate plan drawn up in WA state?)

Sarah Jael Dion sarah at dionlaw.com
Tue Jul 5 20:12:34 PDT 2016


Hello all-

I am stumped by this one- any thoughts/guidance would be appreciated! I’ve been deep in the RPCs and RCWs and remain unclear. 

Facts:
1.  PC is a US citizen living in Asia, married to a non-US citizen. 
2.  All assets are in US banks, or in real estate located in Washington DC. 
3.  The last place PC lived in the US was Virginia, and that is where he is registered to vote. However, he has no connection to VA, has not lived there for 9 years and has no plans to return. 
4.  PC and his family plan to move to the US in about 4-5 years, and intend to make their home in DC. At this time though, he has few connections to anyone in Washington DC.
5.  PC’s mother lives in Florida.
6.  PC has never lived in Washington State, and has no property here. 

PC wants to hire me to do his estate plan, based on a lovely recommendation by a current client. I told him I would get back to him!

Questions:
Can a Washington attorney draft an estate plan for someone who does not live in Washington State? For someone with no property in Washington State? 

I can’t imagine representing someone in an estate planning setting who lived in a different state, but in this case, there is no actual US residence…

Can I do this, or should I find him a good estate planning attorney in DC who is also licensed to practice law in VA?

Sarah Jael Dion

Dion Law PLLC					
206-550-4005
sarah at dionlaw.com
dionlaw.com

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