[WSBAPT] Lost and Found Will - What to Do?

Thu Dec 13 11:06:14 PST 2018

I will piggy-back on what Eric has said, but mine is based upon an actual
experience where a client was losing his battle with Cancer and made a will
that shook things up such that he knew his family would not be happy with
the way the estate was going to be held.

After he died, his family made his entire estate planning notebook
disappear and claimed that there was no Will and that everything would be
distributed through intestacy.  This was absolutely NOT the wishes of my
client.

Short version - I showed up to Court with the family (and the successor PR)
and intervened before it ever got to the point where they would have had
time/ability to move things around.

I agree with Eric's analysis as to whether or not the substantive changes
impact who is being harmed.  At they very least, I would file with the
Court and then send (with proof of filing) to the attorney-of-record as
then it does fall squarely under their ethical obligations.

This will (most likely) cause a great discourse within the family but I
come at this from the stance that my client trusted me to ensure that their
estate would be distributed in accordance with their wishes. Personally, if
this were to ever cross my path again, I would proceed in that same way and
do what I could to make sure that I saw my client's wishes were followed.

Good luck!

Brent

On Thu, Dec 13, 2018 at 10:58 AM Eric Nelsen <Eric at sayrelawoffices.com>
wrote:

> I haven't encountered this before either, so my thoughts come wholly
> innocent of any actual experience.
>
>
>
> I assume it's a self-proving Will...and I also assume that the current PRs
> have non-intervention powers based on the old Will, which means the court
> doesn't have jurisdiction over them currently.
>
>
>
> I think I'd evaluate what to do based on who, if anyone, is losing their
> inheritance based on the difference between the actual last Will and the
> one being probated. If it's only the daughters who inherit anyway, and they
> are also named as PRs in the proper Will, and nobody is particularly harmed
> by the differences, not a big deal--I might just file the Will in the same
> probate along with notice to the PRs and proof of service of the notice, to
> put them fully on the hook for anything that is done incorrectly based on
> differences between the Wills.
>
>
>
> But if the actual last Will gives inheritance to other parties who are not
> receiving anything under the probated Will, then I probably would contact
> the daughters' attorney and suggest that they re-evaluate their situation.
> If my firm drafted a Will that I was morally certain was the Last Will and
> was valid, then I think I might view it as my duty, both as officer of the
> court and toward my former client, to try to get the Will proved, and
> prevent the daughters from using the court system to perpetrate a fraud.
>
>
>
> I don't think there is any actual RPC duty to a deceased client beyond
> maintaining confidentiality. But it bugs me to think that the proper Will
> would be ignored.
>
>
>
> Daughters' lawyer has some ethical duties here, I think, that might help
> persuade them to do the right thing. Especially candor toward tribunal, RPC
> 3.3, and permission to disclose confidential information when a client who
> is a court-appointed fiduciary has potentially breached their duties, RPC
> 1.6(b)(8). The general interpretation of the interaction between RPC 3.3
> and RPC 1.6(b)(8) is, I think, that disclosure to the tribunal is mandatory
> (if you can't convince the fiduciary client to remedy the situation).
>
>
>
> Got to file the Will no matter what of course. It does no harm to file it
> under a separate cause number for $20; it can always be consolidated or
> otherwise brought in.
>
>
>
> A lot of variables here, depending on who is named as PR in the Will, who
> benefits from it, etc.
>
>
>
> Sincerely,
>
>
>
> Eric
>
>
>
> Eric C. Nelsen
>
> SAYRE LAW OFFICES, PLLC
>
> 1417 31st Ave South
>
> Seattle WA  98144-3909
>
> phone 206-625-0092
>
> fax 206-625-9040
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [
> mailto:wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com>] *On Behalf Of *James W. Spencer
> *Sent:* Thursday, December 13, 2018 9:18 AM
> *To:* WSBA Probate & Trust Listserv
> *Subject:* [WSBAPT] Lost and Found Will - What to Do?
>
>
>
> Howdy (RP)PT Hivemind:
>
>
>
> I have an interesting situation:
>
>
>
> We drafted a will for decedent earlier this year. Decedent’s daughters
> were both closely involved in the drafting. Decedent died a month or so
> ago. Our off-site storage company could not find the original will we sent
> to them for safekeeping, so we drafted a declaration regarding the “lost”
> original (with a copy attached) and provided it to the daughters so that
> they could use that in an effort to initiate probate proceedings with their
> new attorney.
>
>
>
> The storage facility finally found the will, so we now have the original.
> We told daughters (there was some controversy between the two daughters at
> the time of execution about the provisions of the will) that we would file
> the original as a will only filing with the Court, unless their attorney
> had already opened a case number. The attorney responded with a case
> number, and to our surprise, the docket reflects that they used a prior
> will (with different provisions) to open the estate, and did not file our
> declaration re: the lost will. Both daughters verified in the petition that
> an earlier will was their father’s last will and testament.
>
>
>
> The (King County) clerk has told us that we must file the found will under
> as a will only filing under a new case number.
>
>
>
> Questions:
>
>    1. Wouldn’t it make way more sense for the found original to be filed
>    under the existing case no?
>    2. How would you bring that will to the Court’s attention, regardless
>    of whether its filed under the existing case number or a new one?
>    3. What of the strangeness that the daughters knew of a new will but
>    probated the old one? Do we bring that to the Court’s attention?
>
>
>
> In my 13 years of practice, I’ve never dealt with a situation like this,
> and thought that some of y’all could provide some valuable insight.
>
>
>
> Thanks,
>
> James
>
>
>
> James W. Spencer
>
> Attorney at Law
>
> Brothers & Henderson, P.S.
>
> 2722 Eastlake Avenue East, Suite 200
>
> Seattle, Washington 98102
>
> Phone: (206) 324-4300 x106
>
> Fax: (206) 324-3106
>
> e-mail:  jamess at brothershenderson.com
>
> www.brothershenderson.com
>
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-- 

*Brent Williams-Ruth*
*Founding Member*

*BWR Consulting, PLLC*

Phone: (425) 830-5134

e-mail <brent at bwrconsults.com> / website <http://www.bwrconsults.com> /
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