[WSBAPT] inheritance advance

[Diane Kiepe]

I don't think  you have any obligation and in fact, it would be improper to
comment, particularly during the creditor claim period.  I fear if you
answer questions related to a beneficiary's share, the company may be
positioned as having a claim if things go wrong.  I would tell them that
you represent the PR not the Beneficiary and you can't provide non-public
information directly related to the estate to them.

Diane Kiepe, J.D., LL.M. Taxation
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com
200 N. Mullan Rd., Suite 203
Spokane Valley, WA  99206
509-808-2087
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On Tue, Sep 29, 2026 at 2:51 PM Shannon Jones <
shannonj at campbellbarnettlaw.com> wrote:

> Listmates, An heir has requested an “inheritance advance” from an
> inheritance advance company. I represent the PR of the estate pending
> probate. The advance company is demanding I provide them documentation from
> the probate and that I “confirm” things like whether this heir owes child
> support (how should I know) and the value of certain estate assets.
> Assuming the information or documents requested are known and
> non-privileged, does the attorney for the PR have an obligation to respond
> to this company? If I respond, can I allocate charges for the time to the
> heir who is requesting the advance? The company is not an heir finder but a
> proposed “transferee for value” under RCW 11.56.290. More than 120 days
> have passed since date of death.
>
>
>
>
> <https://www.google.com/maps/search/317+South+Meridian+%0D%0A+Puyallup,+WA+98371?entry=gmail&source=g>
>
> *Shannon R. Jones | Attorney *
>
> Campbell Barnett PLLC
>
> Direct:  253.848.3515 <(253)%20848-3515>
>
> Office: 253.848.3513 <(253)%20848-3513>| Fax: 253.845.4941
> <(253)%20845-4941>
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> 317 South Meridian
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>
> Puyallup, WA 98371
> <https://www.google.com/maps/search/317+South+Meridian+%0D%0A+Puyallup,+WA+98371?entry=gmail&source=g>
>
> shannonj at campbellbarnettlaw.com
>
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