[WSBAPT] Accessing Deceased Attorney's IOLTA

[michael westseattleattorney.com]

Please post to list

[cid:27734865-db58-4d69-8c69-5a5b32a4f42a]
________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Jeff at bellanddavispllc.com <Jeff at bellanddavispllc.com>
Sent: Friday, September 15, 2023 7:23 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Accessing Deceased Attorney's IOLTA


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: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<http://www.bellanddavispllc.com/>

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