[WSBAPT] Parties Entitled to See a Will
Diane J. Kiepe
DJKiepe at depdslaw.com
Wed Nov 11 14:00:28 PST 2020
I’d save that note!
Diane J. Kiepe
Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA 99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of sdonahue at sdonahuelaw.com
Sent: Wednesday, November 11, 2020 1:42 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Parties Entitled to See a Will
I had a client write me a note after I drafted her will: “Thank you, Susan. It was almost fun.” I tell this to my other clients from time to time. We all laugh.
Susan
Susan Donahue
Law Office of Susan Donahue
125 West 2nd Avenue, Suite “B”
P.O. Box 81
Twisp, WA 98856
(509) 996-5944 (phone)
(509) 362-9692 (fax)
sdonahue at sdonahuelaw.com<mailto:sdonahue at sdonahuelaw.com>
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 Tom Westbrook
Sent: Wednesday, November 11, 2020 1:28 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Parties Entitled to See a Will
Nice. Thanks for the interesting story. It really can be fun being an attorney for time to time.
Sincerely,
Tom
Thomas J. Westbrook
Attorney at Law
[cid:image001.jpg at 01D6B833.002EAC70]
Rodgers Kee Card & Strophy, P.S.
324 West Bay Drive NW, Suite 201
Olympia, Washington 98502
Phone: 360-352-8311
Facsimile: 360-352-8501
Email: tjw at buddbaylaw.com<mailto:tjw at buddbaylaw.com>
Skype: thomas.westbrook
www.buddbaylaw.com<http://www.buddbaylaw.com/>
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COVID-19 UPDATE:
• Rodgers Kee Card & Strophy will no longer maintain “open” hours at the physical office.
• All the staff is working remotely. We are routinely monitoring our voice mail and email, which is the best way to communicate during this period.
• We are still taking new clients but consultations will be telephonic or via video conferencing, and any in-person meetings will be by appointment and only if necessary to execute documents.
• Please provide necessary documents to us by scan and email, where possible, or by mail if not.
• We anticipate these changes will be effective for the foreseeable future. We are doing everything we can to maintain the level of service and professionalism we’ve always provided, even in the face of this public health crisis. Thank you in advance for your patience and understanding. We look forward to the soonest possible return to full operations and continued service to our clients.
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 Karl Flaccus
Sent: Wednesday, November 11, 2020 1:14 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Parties Entitled to See a Will
Does this count as a reading? A family came in with grandmother’s “will,” which was merely a video recording. I said that wasn’t a will, but I would have it transcribed and we’d talk about what she wanted. So they all came back a week later, and I passed around the transcript and we read it. There were trusts and contingencies, and side remarks, and wishes. It was complicated and inconsistent; people felt elated, deflated, and confused.
We ended up doing a TEDRA, with a GAL appointed, and a drafter of a special needs trust, and court approval.
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 Tom Westbrook
Sent: Wednesday, November 11, 2020 12:52 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Parties Entitled to See a Will
I had one client a few years back that was so disappointed I wasn’t going to do a reading. To Eric’s point, she wanted to get all dressed up, but we didn’t have a Mansion to hold the meeting. Wouldn’t that be fun? 😊
Sincerely,
Tom
Thomas J. Westbrook
Attorney at Law
[cid:image002.jpg at 01D6B833.002EAC70]
Rodgers Kee Card & Strophy, P.S.
324 West Bay Drive NW, Suite 201
Olympia, Washington 98502
Phone: 360-352-8311
Facsimile: 360-352-8501
Email: tjw at buddbaylaw.com<mailto:tjw at buddbaylaw.com>
Skype: thomas.westbrook
www.buddbaylaw.com<http://www.buddbaylaw.com/>
The information contained in this email and attachment(s) are for the exclusive use of the addressee(s) and may contain private, privileged and/or confidential information. If you are not the addressee, you are strictly prohibited from reading, photocopying, distributing or otherwise using this email or its contents in any way. If you have received this communication in error, please notify us immediately by telephone at 360-352-8311 or by e-mail to reception at buddbaylaw.com<mailto:reception at buddbaylaw.com>, and destroy the original message from your electronic files.
COVID-19 UPDATE:
• Rodgers Kee Card & Strophy will no longer maintain “open” hours at the physical office.
• All the staff is working remotely. We are routinely monitoring our voice mail and email, which is the best way to communicate during this period.
• We are still taking new clients but consultations will be telephonic or via video conferencing, and any in-person meetings will be by appointment and only if necessary to execute documents.
• Please provide necessary documents to us by scan and email, where possible, or by mail if not.
• We anticipate these changes will be effective for the foreseeable future. We are doing everything we can to maintain the level of service and professionalism we’ve always provided, even in the face of this public health crisis. Thank you in advance for your patience and understanding. We look forward to the soonest possible return to full operations and continued service to our clients.
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: Wednesday, November 11, 2020 12:44 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Parties Entitled to See a Will
That’s one of my favorite questions. “When will you schedule the will reading?” I’m not sure why anyone would want to pay a lawyer’s hourly rates to read something aloud that can be read to oneself. But hey - if they do it in the movies, it must be standard practice, right?
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]
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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From: <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> on behalf of Tom Westbrook <tjw at w3net.net<mailto:tjw at w3net.net>>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Date: Wednesday, November 11, 2020 at 11:31 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Parties Entitled to See a Will
Hey Eric,
You mean you don’t do a Will reading…………? lol
Sincerely,
Tom
Thomas J. Westbrook
Attorney at Law
[cid:image004.jpg at 01D6B833.002EAC70]
Rodgers Kee Card & Strophy, P.S.
324 West Bay Drive NW, Suite 201
Olympia, Washington 98502
Phone: 360-352-8311
Facsimile: 360-352-8501
Email: tjw at buddbaylaw.com<mailto:tjw at buddbaylaw.com>
Skype: thomas.westbrook
www.buddbaylaw.com<http://www.buddbaylaw.com/>
The information contained in this email and attachment(s) are for the exclusive use of the addressee(s) and may contain private, privileged and/or confidential information. If you are not the addressee, you are strictly prohibited from reading, photocopying, distributing or otherwise using this email or its contents in any way. If you have received this communication in error, please notify us immediately by telephone at 360-352-8311 or by e-mail to reception at buddbaylaw.com<mailto:reception at buddbaylaw.com>, and destroy the original message from your electronic files.
COVID-19 UPDATE:
• Rodgers Kee Card & Strophy will no longer maintain “open” hours at the physical office.
• All the staff is working remotely. We are routinely monitoring our voice mail and email, which is the best way to communicate during this period.
• We are still taking new clients but consultations will be telephonic or via video conferencing, and any in-person meetings will be by appointment and only if necessary to execute documents.
• Please provide necessary documents to us by scan and email, where possible, or by mail if not.
• We anticipate these changes will be effective for the foreseeable future. We are doing everything we can to maintain the level of service and professionalism we’ve always provided, even in the face of this public health crisis. Thank you in advance for your patience and understanding. We look forward to the soonest possible return to full operations and continued service to our clients.
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 Eric Nelsen
Sent: Wednesday, November 11, 2020 11:25 AM
To: cole-gilday at stanwoodlaw.net<mailto:cole-gilday at stanwoodlaw.net>; WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Parties Entitled to See a Will
The Will is filed for public record, so if the PR/Estate wants to be ornery they can make the beneficiary go get a copy themselves from the court clerk. The PR does not have a duty to provide a copy of the Will—but, if the Will has trust provisions, would be best to provide a copy to Trust beneficiaries pursuant to RCW 11.98.072(1)<https://app.leg.wa.gov/RCW/default.aspx?cite=11.98&full=true#11.98.072>.
I have gone both ways on this, depending on the personalities involved and the potential issues. Sometimes I advise PRs to just provide a copy of the Will if asked. But if there is one of those difficult types who bombards the PR with demands for this or that, or the person is otherwise a behavioral problem like a serial litigator, I might draw the line and tell them to go get the papers themselves.
Sincerely,
Eric
Eric C. Nelsen
Sayre Law Offices, PLLC
1417 31st Ave South
Seattle WA 98144-3909
206-625-0092
eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>
Covid-19 Update - All attorneys are working remotely during regular business hours and are available via email and by phone; please call the Seattle office. Videoconferencing also is available. Signing of estate planning documents can be completed and will be handled on a case-by-case basis; please call the Seattle office.
MAIL AND DELIVERIES can be received at the Seattle office. For any other needed arrangements, please call the Seattle office.
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 Ryan P. Coon
Sent: Wednesday, November 11, 2020 11:07 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Parties Entitled to See a Will
Hey Listserve,
I'm trying to figure out who has a right to see or receive a copy of a will being probated in Washington. Specifically, I'm wondering if beneficiaries under the will are entitled to see or receive a copy. I've been pouring over the statutes and haven't been able to find anything, which leads me to believe that beneficiaries are not entitled to see the will but that sounds wrong to me for some reason.
Any help or direction would be appreciated.
--
Very Truly Yours,
Ryan P. Coon
Law Office of Cole & Gilday, P.C.
10101 - 270th St. NW
Stanwood, WA 98292
(360) 629-2900 (Telephone)
(360) 629-0220 (Fax)
This message contains confidential and privileged information that is intended only for the named recipient(s). Unless you are the named recipient or authorized agent thereof, you are prohibited from reading, copying, distributing or otherwise disseminating such information. If you receive this communication in error, please notify the sender immediately.
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