[WSBAPT] Interesting fact pattern - where to start?

[Jayne Gilbert]

Is the PC an only child? Is the other parent alive? If the answer is yes to
only child and no re the other parent, he could Petition the Court to
administer both of the Estates, get his letters and make inquiries re
financial accounts

On Wed, May 31, 2017 at 4:00 PM, Christopher Small <chris at cmslawfirm.com>
wrote:

> Have an interesting one and would love some thoughts on where to start.
>
> Call from a potential client (PC) who's estranged from parent for a couple
> of years after they began suffering serious dementia.
>
> Before dementia PC was power of attorney and the person parent trusted
> with estate planning issues.
>
> After dementia (and this isn't critical to my question for now) that
> changed.
>
> Parent now passed away. Child believes a will exists and several financial
> accounts with beneficiary designations BUT has no way to figure that out.
>
> Child does know attorney who drew up original docs but is not having a lot
> of luck getting access to anything (or even figuring out if there is
> anything to get access to).
>
> My question to you all is, where would you begin?
>
> *And I must admit, even if I don't end up retaining this client, I am very
> interested in hearing what you all have to say!*
>
> Cheers,
>
> Christopher Small
> CMS Law Firm LLC <http://cmslawfirm.com>
> 150 Lake St. S., Suite 218
> Kirkland, WA 98033
> 206.659.1512 <(206)%20659-1512>
>
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-- 
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************
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