[WSBAPT] Referrals

[Lewis, Amy C.]

I second Phil's comments.  This is my "go to" source when we don't already have a connection.  We have had excellent results with reaching out to ACTEC members for assistance.


Amy Lewis, Attorney
Pronouns she/her/hers
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Tuesday, September 5, 2023 6:05 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Referrals

I have been seeing a lot of requests for referrals lately, particularly for out-of-state estate planners or probate attorneys.
One possible source is ACTEC (the American College of Trust and Estate Counsel), an organization of high-grade estate planners and probate/trust attorneys.  They tend to me the more experienced, higher-priced variety of the species, because they are somewhat selective about their membership criteria.  But you are largely guaranteed quality advice if you hire/refer to one of them.
Their website has a directory that you can search by city/state, etc.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 - office
(503) 853-1482 - cell
(503) 226-3574 - fax


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