[WSBAPT] Missing will

[Josh Grant]

If it is proper for their situation, then go ahead and have them sign a copy

From: Lisa Schuchman 
Sent: Monday, June 27, 2016 10:27 AM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] Missing will

Hi, again,

 

I’m following up on the same clients.  Their daughter was able to get copies of their wills and community property agreement from the office of their former (deceased) attorney.  Can they reaffirm or re-sign copies of the wills?  I’m really just trying to save them money. 

 

Lisa E. Schuchman
206-325-2801, ext. 104
www.lisaschuchman.com

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

 

NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times.  If your matter is urgent, please phone my office during regular business hours.  

 

Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

 

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Wednesday, June 22, 2016 3:35 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Missing will

 

Hello, all, I need some wisdom.  

 

I did codicils for a married couple whose wills didn’t need a total re-do.  Their wills were identical but for switched names.  I kept a copy of one of the wills to use for the codicil and I intended to get a copy of the other will when they came in to sign.  Now post-signing, they are unable to find the original wills, including the one I copied.  

 

The wills were pretty simple.  The codicils changed the PR and the beneficiaries; in other words the most important parts of the wills.  If they can’t ever find their wills, would the codicils stand on their own?   

 

Thanks.

 

Lisa E. Schuchman
206-325-2801, ext. 104
www.lisaschuchman.com

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

 

NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times.  If your matter is urgent, please phone my office during regular business hours.  

 

Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

 



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