[WSBAPT] Referral requested: invalid will issue

Mon May 3 15:34:43 PDT 2021

That's great, Dalynne, thank you!  I'll email you separately with his name so you can check for conflicts.

Best,
Candace

[cid:image001.png at 01D74031.B478F4C0]
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
Candace Wilkerson  | Senior Associate  |  Wong Fleming

10675 Willows Road NE, Suite 250  |  Redmond, WA 98052
Phone: 425.869.4040  |  Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>

[cid:image003.png at 01D74031.B478F4C0]
[cid:image004.jpg at 01D74031.B478F4C0]
Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
Sent: Monday, May 3, 2021 2:59 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Referral requested: invalid will issue

First, I don't think this is a valid Will in any way but I don't think the inquiry stops there.  He may be entitled to the home at 100% but at a minimum at least 50% based on a distribution of "like" community property given his status as a partner.
He would have to show his mortgage payments or investment in the home over their cohabitation but it is doable.  I am researching this very issue with a current client who was a domestic unregistered partner of 9 years; in my case he paid all the mortgage payments since his girlfriend was very sick and ultimately died.  The family had little contact until she died and wanted part of her estate.

If you want to have your client call me, I would be happy to discuss options with him.

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com<http://www.glglawgroup.com>

As we face the challenges presented by COVID-19, we have limited staffing in the office to maintain critical functions. Attorney/client meetings will be handled by teleconference or virtually whenever possible.  Be assured that we will continue to advise & support our clients throughout this health emergency.  If you would like to set a telephone conference, please call or email my paralegal theresa at glgmail.com<mailto:theresa at glgmail.com> or dara at glgmail.com<mailto:dara at glgmail.com>.

Please be advised, we are requiring all clients with scheduled appointments coming in, as well as our staff, to be prepared to wear a face mask or adequate covering during all in office interactions.

LICENSED IN WASHINGTON AND OREGON
IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s).  Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message.  If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission, rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.
[cid:image005.png at 01D74031.B478F4C0]  [Rated by Super Lawyers] <https://url.emailprotection.link/?bVpmaLly-UbNIK7rolVVYzhxz246j8wofycZtcorSCrBsYuNhn4In5J2qiUdTkfwiGOpjo6eek4meSJg3r7JmRZwVgwrgS414obgQ3b1zGlhPr1xgTv8fN1FEleib3uMYVg9nBlOHyIURaq1kWBnj5hOfhS44q-4NpIKm5IOUoIIAbIc_11ibJB75dFo4LqVst5iQHDAj0aQjx6rseQUultpJqSzyGD97bKWhXulUej_g1G2L7iCXNIG9upDaMP_7arHYdQC4sanbz3QRhpgKqsyZJtvuZ6wUK_z-P4YF1UJqD27wAI2gRZSsX4DuoHBu_CGJtR8Ps-fXP9giw9S-KXFW8buP89gbmXwOUx-oUmHeo5bPF0YO8RGHEEcu4YRXABW6PEu4efWxy9gTGOltzb6Qj2xJf70nh0cyODhTCcb6vxcSKFRjQ4GEP0-bMQ2TrHMbhxAIormRw7AoBXEIFw~~>        [cid:image007.jpg at 01D74031.B478F4C0]  [No alt text provided for this image]

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 Candace Wilkerson
Sent: Monday, May 3, 2021 2:47 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Referral requested: invalid will issue

Listmates:

I had a client years ago who died in 2016 in Seattle.  She had a domestic partner with a copy of an email she drafted a few years before her death, purporting to be her will.  It was not signed, witnessed, or notarized.  He recently contacted me to find out if there is any way to "bootstrap" this document into validity, because it leaves her estate to him.

I shouldn't represent him because the client emailed me the proposed will when she drafted it and I could be called as a witness regarding her intent at the time.  I was certainly aware of her wishes.

Would anyone be willing to consult with him on this matter?  He is concerned because of a house they owned jointly.  Her interest will go to her estranged family if the will isn't valid.

Please let me know if so, and I'll pass on your name.

Thanks,
Candace Wilkerson

[cid:image001.png at 01D74031.B478F4C0]
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
Candace Wilkerson  | Senior Associate  |  Wong Fleming

10675 Willows Road NE, Suite 250  |  Redmond, WA 98052
Phone: 425.869.4040  |  Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>

[cid:image003.png at 01D74031.B478F4C0]
[cid:image004.jpg at 01D74031.B478F4C0]
Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 18978 bytes
Desc: image001.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 151 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 5985 bytes
Desc: image003.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.jpg
Type: image/jpeg
Size: 5042 bytes
Desc: image004.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image004.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 5410 bytes
Desc: image005.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image005.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.png
Type: image/png
Size: 1524 bytes
Desc: image006.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image006.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.jpg
Type: image/jpeg
Size: 32954 bytes
Desc: image007.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image007.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image008.jpg
Type: image/jpeg
Size: 25680 bytes
Desc: image008.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210503/372b9dd6/image008.jpg>