<div dir="ltr"><div><div><div>I agree with Melinda, I found that my POA was for the most part already compliant and I did some tweaking, but not a redraft. I would love to hear maybe just the bullet points of what other attorneys found needed redrafting to be certain that I am not missing something. I did attend the CLE last month and for the most part the major changes and requirements that was discussed is what I found needed tweaking or was already part of my POA. <br><br></div>I would even be open to organizing an informal get together for attorneys interested to discuss the new changes if there's interest. <br><br></div>Happy New Year! <br><br><br></div>Setareh <br><div><div><br><br></div></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Mon, Jan 2, 2017 at 4:20 PM, Melinda Grout <span dir="ltr"><<a href="mailto:mkgroutlaw@gmail.com" target="_blank">mkgroutlaw@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div style="word-wrap:break-word">Hi Heather,<div><br></div><div>I have been grappling with the new statute all day, and feel pretty good that there aren’t too many big changes to what I have been doing anyway, so am tweaking a little language, but not doing a whole redraft. However, I see in your earlier post that you felt the need to rewrite your POA, and now I’m feeling a little less certain. Would you be willing to share what you have come up with?</div><div><br></div><div>I do think I am going to start providing a generic Agent’s Duties explanatory document, as an FYI, with the copies I have my clients send to their nominated agents. Copy attached.</div><div><br></div><div>In the past I have simply included within the POA itself a “Fiduciary Duties” provision: </div><div>
<p class="MsoNormal"><b><span style="font-size:12pt"><i>10.
<u>Fiduciary Duties and Indemnity</u>. </i></span></b><span style="font-size:12pt"><i>The Attorney in Fact is
by law a fiduciary of the Principal, and shall comply with the law of the State
of Washington as established in <u>Moon v. Phipps</u>, 67 Wn.2d 948, 411 P.2d
157 (1966), which requires that a fiduciary, in handling the Principal’s
property, must exercise the utmost good faith, must disclose fully all facts
relating to the fiduciary’s interest in the fiduciary’s actions affecting the
property involved, and must use the Principal’s property solely for the Principal’s
benefit.<b> </b>The estate of the Principal shall hold harmless and indemnify
the Attorney in Fact from all liability for acts done in good faith, provided
they are in full compliance with of this section, and not in fraud of the
Principal.</i><b><u></u><u></u></b></span></p><p class="MsoNormal"></p></div></div><br><div style="word-wrap:break-word"><div><p class="MsoNormal"></p><p class="MsoNormal">Thanks for any thoughts you have, and in advance for sharing your new dpoa if you so choose.</p></div><br><div>
<div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word"><div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word"><div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word"><div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word"><div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word"><div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word">Regards,<br><br>Melinda Grout<br>Law Office of Melinda K Grout, PS<br>17325 W. Main Street / P.O. Box 1360<br>Monroe, WA 98272<br><a href="tel:(360)%20794-4322" value="+13607944322" target="_blank">360-794-4322</a> / Fax: <a href="tel:(425)%20744-6745" value="+14257446745" target="_blank">425-744-6745</a></div><div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word"><br></div><div style="color:rgb(0,0,0);letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;word-wrap:break-word">Emphasizing Estate Planning, Probate, and Elder Law<br><a href="http://mkgroutlaw.com" target="_blank">mkgroutlaw.com</a><br><br>NOTE: <br>1. This office does not accept service of pleadings or process service by e-mail or fax except with the express prior permission of the intended recipient.<br>2. This email address is not monitored at all times. If your matter is urgent, please phone my office.<br>3. Messages sent to or from my office via email are not encrypted and not secure.<br>4. This email may contain confidential material protected by attorney/client privilege, and is intended for use solely by the above referenced recipient. Any review, copying, printing, disclosure, distribution, or other use is strictly prohibited and may be unlawful. If you are not the named recipient, or may have received this email in error, please reply to sender and delete the copy you received. <br>5. This message does not provide any legal advice, or imply an attorney-client relationship, and does not contain the signature of the sender or any other party. You are not a client of this law firm unless you have paid a retainer and signed an attorney/client agreement for representation on a particular matter.<br><br><br></div></div></div></div></div></div>
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