[WSBAPT] Accessing Deceased Attorney's IOLTA

[Mark Anderson]

My first step would be to ask the bank if there was a second signer on the account.  If not, I would try to figure out a way to transfer the funds in the IOLTA account to the IOLTA account of another attorney - and then disburse the funds.  I am not really sure about the mechanics of doing that, though.

Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock St  Ste 209  PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jeff at bellanddavispllc.com
Sent: 09/15/2023 7:24 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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