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<p class="MsoNormal"><span style="color:#1F497D">My last sentence was meant to say, “Maybe try again in a year . . “<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Philip N. Jones<br>
<b>Sent:</b> Thursday, May 03, 2018 1:44 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; elder-law-section@list.wsba.org<br>
<b>Subject:</b> Re: [WSBAPT] Dilemma<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">This is oft-debated. I keep originals. But I have a firm that will still be here after I die. Many attorneys, particularly solo practitioners, do not like to keep originals. Given the predicament you are
in, you may have to hold on to the originals. You don’t mention how old you are, but unless you are nearing retirement, I would hold on to the originals. My try again in a year to give them back.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Portland, OR<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Lisa E Schuchman<br>
<b>Sent:</b> Thursday, May 03, 2018 1:29 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>;
<a href="mailto:elder-law-section@list.wsba.org">elder-law-section@list.wsba.org</a><br>
<b>Subject:</b> [WSBAPT] Dilemma<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif">Hi, listmates,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif">I did estate planning at the beginning of this year for an older client. She understood what her assets were and knew the natural objects of her bounty, and she made decisions
that made sense to me. However, she was forgetful. For example, when we met at her house to review the drafts I mailed her, she didn’t know where they were. They have since been signed, and I promised her son that I would keep the originals till a mix-up
with her safe deposit box was resolved. It hasn’t been resolved yet. I have been in touch with her (out-of-state) son, with her permission, but he hasn’t resolved it either. I don’t keep original documents and I don’t have a safe place for them. I’m uncomfortable
keeping them in my office and I’m uncomfortable sending them to her. I sent her son information about filing the will with the court but he didn’t respond. She also did POAs, which can’t go to the registry. Does anyone have any ideas about what to do about
this?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com/" target="_blank"><span style="color:blue">www.lisaschuchman.com</span></a><br>
<br>
I learn, I give. – Gloria Steinem<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address
is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under
the Internal Revenue Code.</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:green">
</span><b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#008100">Please consider the trees before printing this document</span></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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