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<span style="font-size: 14pt;">I, too, am shocked at the WSBA's response. </span></div>
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<span style="font-size: 14pt;">While certainly the client is entitled to receive all of the documents in his or her file, it seems to me that providing hard copies of those documents should be all that is required. If the client then wants to sit down and
create Word documents from those hard copies, that is his or her business. I never send out Word documents because they can be easily edited and then re-surface somewhere else.</span></div>
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<font size="5"><span style="font-size: 14pt;">Perhaps we should all go back to typewriters.</span> </font></div>
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<p style="margin-top:0px; margin-bottom:0px"><span style="font-size: 14pt;">Best regards,
</span></p>
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<span style="font-size: 14pt;"></span></p>
<p style="margin-top:0px; margin-bottom:0px"><span style="color:rgb(12,100,192)"><span style="color: rgb(0, 0, 0); font-size: 14pt;">Dewey
</span><span style="font-size: 14pt;"><i></i></span><span style="font-size:14pt"><i><span style="font-size: 14pt;"></span></i></span></span></p>
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<p style="margin-top:0px; margin-bottom:0px"><span style="font-size: 14pt;">Law Office of Dewey W. Weddle, PLLC</span></p>
<p style="margin-top:0px; margin-bottom:0px"><span style="font-size: 14pt;">909 7th Street</span></p>
<p style="margin-top:0px; margin-bottom:0px"><span style="font-size: 14pt;">Anacortes, WA 98221</span></p>
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<span style="font-size: 14pt;"></span></p>
<p style="margin-top:0px; margin-bottom:0px"><span style="font-size: 14pt;">Telephone: 360-293-3600
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<p style="margin-top:0px; margin-bottom:0px"><span style="font-size: 14pt;">Fax 360-293-3700
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<div id="divRplyFwdMsg" dir="ltr"><font color="#000000" face="Calibri, sans-serif" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Diane J. Kiepe <DJKiepe@depdslaw.com><br>
<b>Sent:</b> Wednesday, September 18, 2019 10:18 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Providing Client with word version of draft demand letters/estate planning documents</font>
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Stacey,</p>
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Thank you for your personal experience. I am shocked by the bar’s response.</p>
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<i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i></p>
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<i><span style="font-family:"Script MT Bold""> </span></i></p>
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Diane J. Kiepe</p>
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Douglas Eden</p>
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717 W. Sprague Ave.</p>
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Suite 1500</p>
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Spokane, WA 99201</p>
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<a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a></p>
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509-455-5300</p>
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<b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Stacey Romberg<br>
<b>Sent:</b> Wednesday, September 18, 2019 10:12 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Providing Client with word version of draft demand letters/estate planning documents</p>
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Please excuse me, because I have not read this entire thread so I may be saying something repetitive here.
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Some years ago, I represented a client who turned out to be one of the most toxic individuals I have ever run across. As we concluded representation, he demanded Word versions of a variety of drafts. I wasn’t sure what to do about that, because they unquestionably
were not final work product that I would have felt comfortable sending to another attorney, etc. So I called the WSBA Ethics Line. I was instructed that the work product belonged to the client since he (kind of / sort of) paid for it, and that if the client
asked for Word documents – I needed to give it to him. So I provided the client with everything he requested, carefully caveating everything so that it was clear that these documents were drafts in every sense of the word. Since then, I have had this issue
come up two or three times, in much less hostile settings. I’ve always complied with the client’s request.</p>
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<b><span style="font-size:10.0pt">Stacey L. Romberg</span></b><span style="font-size:10.0pt">, Attorney at Law<br>
10115 Greenwood Avenue N., PMB #275<br>
Seattle, Washington 98133<br>
Telephone: 206-784-5305<br>
Facsimile: 206-789-8103<br>
E-mail: </span><a href="mailto:info@staceyromberg.com"><span style="font-size:10.0pt">info@staceyromberg.com</span></a><span style="font-size:10.0pt"><br>
Web site: </span><a href="https://eur02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.staceyromberg.com%2F&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535145279&sdata=Zrr0WQKY1GyKsUAj%2Brj1GS%2B8UZfMJ8%2FBuyWJvLHpG%2B8%3D&reserved=0" shash="H9ZFJ0WPdOJCy21UHFL1J2b4P2MYUdOXJaxFhLZClvP0z79SZzeTeDfr0U8V58HH/0O8RsZVMFnyVKgcVyfSuCdTA0olt0NGXavQaHUmd4kmhuQmhHo02dmwh3ju9FKPSZ+XXif3e7DedNit2ak4sPnBFTcnbsLat+sMr7nedcA=" originalsrc="http://www.staceyromberg.com/"><span style="font-size:10.0pt">www.staceyromberg.com</span></a><span style="font-size:10.0pt">
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<span style="font-size:10.0pt">Practice concentrated on estate planning, probate and business law.<br>
Office Hours: Monday - Friday, 9:00 - 5:00. In-person appointments scheduled: Tuesday, Thursday, Friday. </span></p>
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<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">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b><a href="mailto:nestor@pplsweb.com">nestor@pplsweb.com</a><br>
<b>Sent:</b> Wednesday, September 18, 2019 8:13 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>; 'Jeff Davis' <<a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Providing Client with word version of draft demand letters/estate planning documents</p>
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I watermark my drafts with a big red “Draft” and password protect so the watermark cannot be removed.</p>
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<span style="color:black">Nestor Gorfinkel, Attorney at Law</span></p>
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<span style="color:black">Licensed in Washington & Florida</span></p>
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<span style="color:black">Florida Civil-Law (International) Notary</span></p>
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<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">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Brent Williams-Ruth<br>
<b>Sent:</b> Tuesday, September 17, 2019 3:52 PM<br>
<b>To:</b> Jeff Davis <<a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a>>; WSBA Probate & Trust Listserv <<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Providing Client with word version of draft demand letters/estate planning documents</p>
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<span style="font-family:"Arial",sans-serif">When I started out on my own, I used to send drafts (even as PDF's) - but as a not-so-young, solo, I was quickly schooled in the ways of the dishonest.</span></p>
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<span style="font-family:"Arial",sans-serif">As has been previously stated - even with a PDF - your work product may not be safe. It is expressly written into my fee agreement that I will NOT send draft documents. If someone wants me to ensure that I collected
all of the appropriate information and spellings - I will send an email with just a list of names, addresses, a recitation of their words to me regarding their wishes but not in any usable format or with any of the other "magic" language that makes a Will,
POA, Trust, etc. have its power. </span></p>
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<span style="font-family:"Arial",sans-serif">If a draft is truly that important - there is a specific extra fee and the cost of printing and mailing. I have stopped allowing someone the easy way to take my work product. Now, if they want to try to OCR or
just re-type then go ahead. </span></p>
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<p><b><span style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> <br>
<i>Attorney-At-Law</i></span></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth,
</span></b><b><span style="font-size:7.5pt; font-family:"Times New Roman",serif">a division of BWR Consulting, PLLC</span></b></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:#004080"> </span>(425) 830-5134</span></p>
<p><span style="font-family:"Times New Roman",serif">Direct Mobile: (206) 889-7919</span></p>
<p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="https://eur02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.Williams-RuthLaw.com%2F&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535185311&sdata=kafx3%2F%2Bs564Innh7s1mC5VkRTMwOKn3KaluMHfN4zq8%3D&reserved=0" target="_blank" shash="TtPwCFwZ5zlvhoZt0SrYnGk2E0u3fMk8fGfLBX3aDiHiav/LA9SwRgLe48ZGc9aM3ck8mc8TLntO5YH7iypCIMhqS1dH/4xSmG04lo7MzOAEQP8SqGawo1Me08RdfKy5aMPPKZFN7hTycUe1unljnlY5c03cxPx4ENi2TG5HqLs=" originalsrc="http://www.Williams-RuthLaw.com/">website</a> /</span><span style="font-size:9.5pt; font-family:"Times New Roman",serif"> </span><a href="https://eur02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.facebook.com%2Fbwrconsults&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535195322&sdata=rbQRx4hs3h9B1LhKucG2bvD0FoAbjeIhjjtgTho%2BRDo%3D&reserved=0" target="_blank" shash="ukYIkkeYxmP3P5wq/pB1FJ5ALOKr3h6ko8KsAPv5+L6+sGRf9F647hK1GF7kz8cgpfd0A3lja270qFA+Ol3ky3BJasF7atR8tQoM0xYKYAW/9+xPun8mldWnsGDUjOYg8WVGp/Sao7bSbN7jxxRZUMp8WS7+5/fs6cMiadngeJ8=" originalsrc="http://www.facebook.com/bwrconsults"><span style="font-size:9.5pt; font-family:"Times New Roman",serif">facebook</span></a><span style="font-size:9.5pt; font-family:"Times New Roman",serif"> / </span></p>
<p><b><span style="font-size:9.5pt; font-family:"Times New Roman",serif; color:red; background:white">As of July 1, 2019 - I began operating as the Law Offices of Brent Williams-Ruth a division of BWR Consulting, PLLC. Please note the new points of contact
<a href="mailto:Brent@Williams-RuthLaw.com">Brent@Williams-RuthLaw.com</a> and <a href="https://eur02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.Williams-RuthLaw.com&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535205327&sdata=s3EWQRdMsyRzNH9p88CnlHuWmnRZ11PgpgOWEsOxzJs%3D&reserved=0" target="_blank" shash="MI+Rg7uzlNe0K9rsm31KO7+bwYuwvPBzDHBwEiNJe/q2FsYFpH3lCp2wZGuPrq5rqHQA0yIhNja4ZCPxwcg33l9dFgx7qbMs2EU4E/sjDx9gd+fK/QaDg/xmExV4UCzn0Zcj0Nx3fdr9to3Eo8V7pYS3lh+ipcx9+po+l1YW/eg=" originalsrc="http://www.Williams-RuthLaw.com">
www.Williams-RuthLaw.com</a> </span></b></p>
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On Tue, Sep 17, 2019 at 2:01 PM Jeff Davis <<a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a>> wrote:</p>
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Listmates:</p>
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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?</p>
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Jeff Davis</p>
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<span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black">W. Jeff Davis, Esq.</span></p>
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<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" target="_blank">info@bellanddavispllc.com</a><br>
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The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this
e-mail message in error, please e-mail the sender at <a href="mailto:info@bellanddavispllc.com" target="_blank">
info@bellanddavispllc.com</a> or call 360.683.1129</span></p>
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