[WSBAPT] Attorney as Alternate PR?

[John J. Sullivan, Esq.]

Don’t forget an attorney cannot suggest he or she be named as PR in a client’s will prepared by the attorney, and if the client does want the attorney named, there is a disclosure letter the RPCs require be delivered to the attorney. I have done that once or twice. 

 

I have also, on several occasions when requested by the client, written in, as a last resort, the client designating and requesting me to appoint a PR or a successor trustee. 

 

John J. Sullivan

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Karl Flaccus
Sent: Monday, April 13, 2020 12:42 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Attorney as Alternate PR?

 

I almost never do this, but I have on rare occasions where the person is stuck, in that they don’t have family, or they don’t want to use an agency or company.  I have had been appointed PR in these rare circumstances by commissioners in Seattle when starting the probate. 

 

Karl

 

FLACCUS LAW

7010 35th Ave. N.E.

Seattle, Washington  98115

206 523-0297

 

Information in this e-mail message is privileged, confidential, and intended only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited – please notify us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.

 

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of Inge Fordham
Sent: Monday, April 13, 2020 12:31 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] Attorney as Alternate PR?

 

Listmates,

 

Client has a question as to whether an attorney may be listed as the alternate personal representative in her will.  I’ve never run into this question.  Off the top of my head, I don’t see a problem with it.  Is there a prohibition I’m not aware of?

 

Thanks in advance,

 

 




Inge A. Fordham | Attorney

Fordham Law, PLLC

3218 Sixth Avenue | Tacoma, WA 98406

Office: (253) 348-2657 | Mobile: (206) 778-3131

www.fordhamlegal.com <http://www.fordhamlegal.com>  

 

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