[WSBAPT] referral for a widow

[Candace Wilkerson]

Hi Julie,

I'd be happy to help her; I've done a lot of handholding for clients.  Our office is in Redmond, so not far from her.

Thanks,
Candace Wilkerson



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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of julie at juliefowlerlaw.com
Sent: Wednesday, August 15, 2018 9:50 AM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] referral for a widow

I have a client I was doing will preparation for, but the husband died unexpectedly before we completed the documents. The widow is partially disabled and husband managed everything. They were a delightful couple. The widow needs a lot of assistance finding documents and managing the estate because she's partially blind. They have an adult daughter with mental health issues that they were adamant have nothing to do with their estate.

This is a complex estate in the sense that I think the husband was not managing finances as well as he claimed, he was a business owner, and the widow needs assistance finding documents and hand holding to make decisions. She needs someone to jump on this case to assist her and I don't have the time due to some family issues I'm dealing with. I feel like I'm stringing her along and I don't want to. She's delightful, but needy.

Client is in Bellevue. They do have money, we just don't know where it's at. Widow can't drive and needs to be met at home, at least initially. Anyone willing to take this case?

Julie K. Fowler

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