[WSBAPT] Drafting Will - Interfering Children

[Philip N. Jones]

I generally allow children into the meeting with the parents, unless I know in advance that it is a sensitive situation. When the children do attend, if they start interfering, I asked them to leave. In any event, towards the end of the meeting, I always ask the children to leave so that I can talk to their parents alone and make sure the parents are on board with what we are going to be doing. And when I ask questions of the parents, I do not allow the children to interrupt and respond.
Phil Jones

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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, May 3, 2024 3:10:20 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Drafting Will - Interfering Children


Listmates:  This is just a Friday afternoon rant.  More and more children try to tell me how to draft their parent’s Will.  I never allow children, or anyone else, into my meeting with the parent(s), no matter how insistent the child is, or even the parent is in wanting the child in the meeting.  Have you experienced this, and if so, what do you do.  If a parent is not able to tell me what they want, I won’t prepare anything.  Clearly not competent to sign.  Just had some children rant about the mom’s will as being all wrong and not what they wanted her to do.  Apparently one of the children  set up a “family trust” and wanted mom to leave everything to it.   Yikes, talk about undue influence.



Just my Friday night WTF moment.



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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