[WSBAPT] Dilemma

[Lisa E Schuchman]

Hi, listmates,

I did estate planning at the beginning of this year for an older client.  She understood what her assets were and knew the natural objects of her bounty, and she made decisions that made sense to me.  However, she was forgetful. For example, when we met at her house to review the drafts I mailed her, she didn't know where they were.  They have since been signed, and I promised her son that I would keep the originals till a mix-up with her safe deposit box was resolved.  It hasn't been resolved yet. I have been in touch with her (out-of-state) son, with her permission, but he hasn't resolved it either.  I don't keep original documents and I don't have a safe place for them.  I'm uncomfortable keeping them in my office and I'm uncomfortable sending them to her. I sent her son information about filing the will with the court but he didn't respond. She also did POAs, which can't go to the registry. Does anyone have any ideas about what to do about this?

Lisa E. Schuchman
206-960-4212
www.lisaschuchman.com<http://www.lisaschuchman.com/>

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