[WSBAPT] Fwd: Refund not processed/Able to Close File?

[Andrekita Silva]

Law Office of
F.ANDREKITA SILVA
________________________________________________________________________
 
                                                                       
                June 4, 2020          
 
Brent,

Actually, I should have read your facts more closely.  I assume your  
client has until your bank will no longer honor the check to cash it. 
 
Maybe you can send client a certified letter asking for their  
confirmation that they received the check, and asking them to contact  
you.
 
 From time to time I have received mis-delivered mail intended for a  
neighbor or a house a couple streets away. I’m embarrassed to say  
that, occasionally, I’ve delayed a couple months in giving the mail  
back to the mail carrier or in walking up the street to give it to my  
neighbor.  So, it is possible that the mail was mis-delivered.
 
But, the WSBA could probably give you pretty good guidance.
 
andrekita
Law Office of F. Andrekita Silva
1325 Fourth Avenue, Suite 2000
Seattle, Washington 98101
206-224-8288
www.seattle-silvalaw.com
 

----- Forwarded message from Andrekita Silva <ak at seattle-silvalaw.com> -----
    Date: Thu, 04 Jun 2020 20:03:54 -0700
    From: Andrekita Silva <ak at seattle-silvalaw.com>
Reply-To: ak at seattle-silvalaw.com
Subject: Re: [WSBAPT] Refund not processed/Able to Close File?
      To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>

  Law Office of
F.ANDREKITA SILVA
________________________________________________________________________
 
.                                                        
                               June 4, 2020          
 
Brent,

I’m pretty sure you are supposed to send unearned and unclaimed trust  
funds to the WSBA.  

I’ve never had to do that but I’m pretty sure I’ve read that somewhere.
I’m sure if you called them, they could tell you exactly how to proceed.
 
andrekita
Law Office of F. Andrekita Silva
1325 Fourth Avenue, Suite 2000
Seattle, Washington 98101
206-224-8288
www.seattle-silvalaw.com
 

Quoting Brent Williams-Ruth <brent at williams-ruthlaw.com>:

> Greetings List - 
>     
>    Looking for advice on how to proceed with untangling myself from  
> an absent client. 
>     
>    Here are the facts: 
>    client came into the fold and signed fee agreement back in 2019.  
> They then disappeared and never completed the estate planning  
> process. All attempts to connect via phone, email and written  
> communication were not responded to and the time passed where - per  
> the terms of my agreement - a refund is issued and the relationship  
> terminated.  
>     
>    Letter of termination with refund check sent over 90 days ago and  
> check has not cleared the bank and the letter was not returned to me. 
>     
>    I am uncertain as to how to proceed. I would like to get that  
> file off my desk but think that since the letter with refund WAS NOT  
> sent certified mail with return receipt (something to know for next  
> time)....not sure if I am ok to close. 
>     
>    Anyone have thoughts on this?
>
>         BRENT WILLIAMS-RUTH 
> /Attorney-At-Law/
>
>         LAW OFFICES OF BRENT WILLIAMS-RUTH, A DIVISION OF BWR  
> CONSULTING, PLLC
>
>          
>
>         Office/Scheduling Phone: (425) 830-5134
>
>         Direct Mobile: (206) 889-7919
>
>          
>
>         e-mail[1] / website[2] / facebook[3] / 
>
>         AS OF JULY 1, 2019 - I BEGAN OPERATING AS THE LAW OFFICES OF  
> BRENT WILLIAMS-RUTH A DIVISION OF BWR CONSULTING, PLLC. PLEASE NOTE  
> THE NEW POINTS OF CONTACT BRENT at WILLIAMS-RUTHLAW.COM AND  
> WWW.WILLIAMS-RUTHLAW.COM[4] 


 
  andrekita
Law Office of F. Andrekita Silva
1325 Fourth Avenue, Suite 2000
Seattle, Washington 98101
206-224-8288
www.seattle-silvalaw.com

----- End forwarded message -----


Links:
------
[1] mailto:Brent at Williams-RuthLaw.com
[2] http://www.Williams-RuthLaw.com/
[3] http://www.facebook.com/bwrconsults
[4] http://www.Williams-RuthLaw.com
  andrekita
Law Office of F. Andrekita Silva
1325 Fourth Avenue, Suite 2000
Seattle, Washington 98101
206-224-8288
www.seattle-silvalaw.com
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