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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">It depends for me. If the client is going to finish the documents, I provide the MS Word document with a strongly worded CYA letter (which I have had to use in the past
in my defense when the client blew it). As long as I have final say (and I’m going to use my own judgment in what goes out over my signature), then I will allow a client to edit my work, knowing that I DO NOT have to accept all of the “suggested” changes.
But, frequently, I find that the changes are either grammatical or are factual changes (that is, corrections in my draft.) At that point, I swallow my pride, thank the client for strengthening (or correcting) the letter, incorporate the changes I approve,
and mail out the letter. I see it as working collaboratively with my client.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">BUT, as I said, if the client plans on riding into the sunset with my MSWord draft, then I figure the relationship is toast anyway so I always provide a strongly CYA letter
saying I can’t be responsible for any changes that may be inappropriate under the circumstances, etc. <o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif">IMPORTANT NOTICE: This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients
of Paul A. Neumiller presumptively contain information that is confidential and legally privileged; e-mail messages to non-clients are normally confidential and may also be legally privileged. Please do not read, copy, forward or store this message unless
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif">E-mail communication on the Internet may NOT be secure. There is a risk that this confidential communication may be intercepted illegally. There may also be a risk of waiving
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jeff Davis<br>
<b>Sent:</b> Tuesday, September 17, 2019 1:49 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Providing Client with word version of draft demand letters/estate planning documents<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Listmates:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Recently I have had different clients request I provide them with a word version of my proposed demand letter, involving an easement issue, and trust agreement, respectively. They wanted to redraft the letter and the other wanted to add
things to the trust. I declined to provide the word version. One person got really nasty saying by not doing so violated RPC 1.4. In all my years I have never allowed a client to draft letters or pleadings that I sign. Have any of you faced this issue
and how have you dealt with it?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jeff Davis<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">W. Jeff Davis, Esq.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">BELL & DAVIS PLLC<br>
P.O. Box 510<br>
Sequim WA 98382<br>
Phone No.:(360) 683.1129 <br>
Fax No.: (360) 683.1258 <br>
email: <a href="mailto:info@bellanddavispllc.com"><span style="color:blue">info@bellanddavispllc.com</span></a><br>
<a href="https://eur03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.bellanddavispllc.com%2F&data=02%7C01%7C%7C68250fb8d17241f827b108d73bb0f6e5%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637043503557650274&sdata=2Iie66c2SPUD6ADcWj7GpD%2BWvhR%2BTIR%2F6qA0M2KOTiM%3D&reserved=0" target="_blank"><span style="color:blue">www.bellanddavispllc.com</span></a><br>
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<span style="color:blue">info@bellanddavispllc.com</span></a> or call 360.683.1129</span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><o:p></o:p></span></p>
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