[WSBAPT] Providing Client with word version of draft demand letters/estate planning documents

Jeff Davis jeff at bellanddavispllc.com
Tue Sep 17 13:48:31 PDT 2019


Listmates:

 

Recently I have had different clients request I provide them with a word
version of my proposed demand letter, involving an easement issue, and trust
agreement, respectively.  They wanted to redraft the letter and the other
wanted to add things to the trust.  I declined to provide the word version.
One person got really nasty saying by not doing so violated RPC 1.4.  In all
my years I have never allowed a client to draft letters or pleadings that I
sign.  Have any of you faced this issue and how have you dealt with it?

 

Jeff Davis

 

W. Jeff Davis, Esq.

BELL & DAVIS PLLC
P.O. Box 510
Sequim WA 98382
Phone No.:(360) 683.1129 
Fax No.: (360) 683.1258 
email:  <mailto:info at bellanddavispllc.com> info at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
The information contained in this e-mail message may be privileged,
confidential, and protected from disclosure. If you are not the intended
recipient, any dissemination, distribution, or copying is strictly
prohibited. If you think that you have received this e-mail message in
error, please e-mail the sender at  <mailto:info at bellanddavispllc.com>
info at bellanddavispllc.com  or call 360.683.1129

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190917/c2a7c9ce/attachment.html>


More information about the WSBAPT mailing list