[WSBAPT] Original Wills

[Bryce Dille]

I concur and the only justifiable reason for atty to keep original is if client insists and has no other place to keep the originals such as if the client is in the Armed forces 
 or in the merchant marine and is single and has no permanent residence.
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Bryce H. Dille 
Campbell, Dille, Barnett & Smith,  PLLC
P.O. Box 488
Puyallup, WA  98371
Voice:  253.848.3513
Fax: 253.845.4941
bryced at cdb-law.com
 
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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Melinda Grout
Sent: Monday, March 07, 2016 9:11 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Original Wills

Good morning all.

Having assisted in the wrapping up of two practices of attorneys who died, and dealing with original documents of clients who have moved, etc, I have learned that the practice of sending ALL original wills and other documents home with the client serves them best.  The alternative would be filing in the court's Will Repository.  I always include in my conversation with clients, at the time of execution of the documents, a detailed conversation about where to keep their originals, essentially giving the advice that I have seen many give in this thread.  Also, I cannot count the number of clients who are not able to retrieve originals from prior attorneys because the attorney retired or change firms, etc.   I have also seen unethical attorneys who simply keep the originals as a veiled marketing strategy, since clients then have to to come back to them when in need of updates, probate, etc. 

Just my opinion on the subject after (what I hate to admit are) decades of experience. ;)

Melinda Grout

 

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