[WSBAPT] Original Wills

Kokie Adams Kokie at adamslawgroupnw.com
Fri Mar 4 17:29:23 PST 2016


My advice for what it is worth:

Don’t’ keep originals (the Bar discourages this practice anyway) and you don’t want to be responsible for the number of Wills you accumulate over years of practice.

Suggest clients have fire proof box in home to keep originals - don’t put them in safe deposit box because if there is not an alive person listed on the box (or the key is lost) the Bank will require a separate court order to get in the box.  I once had to spend an entire afternoon at Wells Fargo trying to get into a box even after I presented a court order!

Hope this helps.

Kokie Adams
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Office:  425.774.0444 | Fax: 425.771.2711
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jay DeMers
Sent: Friday, March 04, 2016 3:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Original Wills

I always used a safety deposit box at my bank.  Jay

On Fri, Mar 4, 2016 at 4:22 PM, Tom White <thomas.henry.white at gmail.com<mailto:thomas.henry.white at gmail.com>> wrote:
Dear List:
I am wondering what the best practice is for original wills.  How many do you ordinarily make and where are they kept?

Do you only make one, and if so where do you keep it?  Do you recommend the client keep it or do you deposit it with the court?
Regards,
--

Tom White
Attorney-At-Law
Seattle, Washington

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