[WSBAPT] Interesting fact pattern - where to start?

[Christopher Small]

PC has sibling. Step-parent is alive (and not cooperative).

Christopher Small
CMS Law Firm LLC <http://cmslawfirm.com>
150 Lake St. S., Suite 218
Kirkland, WA 98033
206.659.1512

On Wed, May 31, 2017 at 4:18 PM, Jayne Gilbert <jgilbertatty at gmail.com>
wrote:

> 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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