[WSBAPT] Will Formalities - clients out of country

Mon Jul 25 10:20:10 PDT 2016

Thanks Lisa, Melinda, and Robert!

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:  <http://www.gbl3law.com/> www.gbl3law.com

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Planning      Probate     

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Monday, July 25, 2016 10:03 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Will Formalities - clients out of country

I have done what Melinda suggests with clients who are in WA but can't come
in for some reason (they live in the San Juans, for example).  Here is my
cover letter language:

***********

Enclosed are your original unsigned will and powers of attorney.  Here are
signing instructions:

1. Will: you initial and date at the bottom of pages one through three.  On
page three, date and sign in the presence of two witnesses.  The witnesses
then sign, including their addresses.  The witnesses also sign the Affidavit
of Witnesses (attached to the will) in the presence of a notary public, who
notarizes the affidavit.  

2. Power of attorney regarding property:  Date and sign page four in front
of a notary, who notarizes your signature.  The last page is for a physician
to use if you become disabled.  

3. Power of attorney for health care: You date and sign on page five in
front of two witness and a notary public.  The witnesses sign and the notary
notarizes your signature.  

Please let me know if you have questions.  I'd appreciate having copies (not
originals) of the signed documents for my file.

*****************

Lisa E. Schuchman
206-325-2801, ext. 104
www.lisaschuchman.com <http://www.lisaschuchman.com/> 

Do something for somebody every day for which you do not get paid. -Albert
Schweitzer

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Melinda Grout
Sent: Monday, July 25, 2016 9:20 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Will Formalities - clients out of country

Hi Gus, 

You can send them very clear, step-by-step instructions.  I would also
create an expanded Declaration for the Witnesses (see attached for example),
and also include a place at each statement for each witness to initial, to
show that all involved were aware and doing it appropriately.

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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