[WSBAPT] Original Wills

[attorneytoner]

I now advise clients to keep originals in a safe deposit box or home safe, and make sure the PR has access. I sometimes use duplicate originals if the client doesn't have a safe place or there is danger of losing documents in moves.

-------- Original message --------
From: Lisa Schuchman <lisa at lisaschuchman.com> 
Date: 03/04/2016  3:58 PM  (GMT-08:00) 
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com> 
Subject: Re: [WSBAPT] Original Wills 


At the start of my practice, I learned from my mentors to keep original wills for clients. After 20+ years I had so many I realized it didn't make sense to be liable for them. This became clearer when I tried to contact all the testators to return them.
 After search, clerical and mailing costs I still had too many (maybe 150). I have to keep these till I retire and then I'll have to pay to file them at court. Now I talk to clients about alternatives for safekeeping and making sure someone has knowledge and
 access. 



It had never occurred to me to create duplicate originals till I probated an original will and learned that the estate planning attorney also had an original. It turned out to be the same will but almost caused a lot of confusion.
 I think it's a mistake, though I'm open to learning how it could be useful.  



Lisa E. Schuchman 
206-325-2801
www.lisaschuchman.com

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




On Mar 4, 2016, at 2:29 PM, Tom White <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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