[WSBAPT] Accessing Deceased Attorney's IOLTA
Jeff at bellanddavispllc.com
Jeff at bellanddavispllc.com
Fri Sep 15 07:23:31 PDT 2023
Listmates:
A colleague unexpectedly passed away this week. I am working with a
daughter and the bookkeeper to close the office. I've contacted the WSBA
and was referred to the practice management people and left a message. No
response. The bar website has information on closing another attorney's
office; dealing with the open files is easy, in this case. However, how
does one access the IOLTA account to refund the retainers? Can a
non-attorney PR disburse IOLTA funds simply by having letters testamentary?
Any insight would be appreciated.
Jeff
W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
<http://www.bellanddavispllc.com/> www.bellanddavispllc.com
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