[WSBAPT] Dilemma

[Jane Bitz]

Lisa:
Can you intervene on behalf of your client to clear up the "mix-up with  her safe deposit box". That might be the easiest way to get the originals into a safe location. If she has the means, even informing her banker that she needed secure document storage and having them work directly with her might help. Then you can provide the son with the location (bank & box number) and walk away knowing that your client's documents are protected and you did all that you could do.

I have a fire-proof safe in my office and a firm to back me up too, so its not as difficult for me to keep documents in a situation like this.

Jane Bitz.


Jane G Bitz
Of Counsel
Wolff, Hislop & Crockett, PLLC
12209 E Mission, Suite 5
Spokane Valley WA 99206-4824
(509) 927-9700; FAX (509) 777-1800
jbitz at whc-attorneys.com<mailto:jane at jbitzlaw.com>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Thursday, May 3, 2018 1:56 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Dilemma

My last sentence was meant to say, "Maybe try again in a year . . "
Phil Jones

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Philip N. Jones
Sent: Thursday, May 03, 2018 1:44 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>; elder-law-section at list.wsba.org<mailto:elder-law-section at list.wsba.org>
Subject: Re: [WSBAPT] Dilemma

This is oft-debated.  I keep originals.  But I have a firm that will still be here after I die.  Many attorneys, particularly solo practitioners, do not like to keep originals.  Given the predicament you are in, you may have to hold on to the originals.  You don't mention how old you are, but unless you are nearing retirement, I would hold on to the originals.  My try again in a year to give them back.
Phil Jones
Portland, OR

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa E Schuchman
Sent: Thursday, May 03, 2018 1:29 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>; elder-law-section at list.wsba.org<mailto:elder-law-section at list.wsba.org>
Subject: [WSBAPT] Dilemma

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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