<html><head><meta http-equiv="Content-Type" content="text/html; charset=UTF-8"></head><body dir="auto"><div dir="auto">Lets look at this logically, why should they be entitled to the word file when they have hardcopies? Not the best analogy, but just becuase you bought the Coca Cola doesn't mean you are entitled to the recipe. </div><div dir="auto"><br></div><div dir="auto"><br></div><div id="composer_signature" dir="auto"><meta http-equiv="Content-Type" content="text/html; charset=UTF-8"><div style="font-size:85%;color:#575757">Nestor Gorfinkel, Esq.- Sent from my Samsung Device</div></div><div><br></div><div style="font-size:100%;color:#000000" dir="auto"><!-- originalMessage --><div>-------- Original message --------</div><div>From: Karl Flaccus <Karl@flaccuslaw.com> </div><div>Date: 9/19/19 15:26 (GMT-05:00) </div><div>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com> </div><div>Subject: Re: [WSBAPT] Providing Client with word version of draft demand letters/estate planning documents </div><div><br></div></div>
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#0F243E">Good point. Also, even if that were the Bar’s position, one might have higher standards than the Bar in protecting the integrity of the law by not turning
over Word documents. As the RPCs state: “Each lawyer must find within his or her own conscience the touchstone against which to test the extent to which his or her actions should rise above the minimum standards.”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#0F243E"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#0F243E">I say, depending on the circumstances, one may rise to a high ethical standard in refusing to provide underlying Word versions of hard copies already provided.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#0F243E"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#0F243E">Karl<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Times New Roman",serif;color:#0F243E"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Times New Roman",serif;color:#0F243E">F</span></i><i><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:#0F243E">LACCUS</span></i><i><span style="font-family:"Times New Roman",serif;color:#0F243E">
L</span></i><i><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#0F243E">A</span></i><i><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:#0F243E">W</span></i><i><span style="font-family:"Times New Roman",serif;color:#0F243E"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#0F243E">7010 35th Ave. N.E.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#0F243E">Seattle, Washington 98115<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#0F243E">206 523-0297</span><span style="color:#0F243E"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#0F243E"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Times New Roman",serif;color:#0F243E">I</span></i><i><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:#0F243E">nformation in this e-mail message is privileged, confidential, and intended
only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited – please notify us by telephone immediately at (206) 523-0297, and
delete the original message. Thank you.<o:p></o:p></span></i></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#0F243E"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Martin<br>
<b>Sent:</b> Thursday, September 19, 2019 8:43 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<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Perhaps one should make sure the bar gave the right answer in the first place?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <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> Thursday, September 19, 2019 7:41 AM<br>
<b>To:</b> '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<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">That doesn’t sound right. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:black">Nestor Gorfinkel, Attorney at Law</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Licensed in Washington & Florida</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Florida Civil-Law (International) Notary</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;color:black">ATTENTION - This e-mail message and any attachment to this e-mail message may contain confidential information that is legally privileged. If you are not the intended recipient, you must not
review, retransmit, convert to hard copy, copy, use or disseminate this e-mail or any attachments to it. If you have received this e-mail in error, please notify us immediately by return e-mail or by telephone at the phone numbers provided herein and delete
this message. Please note that if this e-mail message contains a forwarded message or is a reply to a prior message, some or all of the contents of this message or any attachments may not have been produced by the sender.</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;color:black"> </span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:24.0pt;font-family:Webdings;color:#009900">P</span></b><b><span style="font-size:24.0pt;color:#009900">
</span></b><b><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#009900">Please consider the environment before printing this e-mail.</span></b><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Dewey Weddle<br>
<b>Sent:</b> Wednesday, September 18, 2019 2:36 PM<br>
<b>To:</b> 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<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">I, too, am shocked at the WSBA's response. </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">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><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">Perhaps we should all go back to typewriters.</span><span style="font-size:18.0pt;font-family:"Times New Roman",serif;color:black"> </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
</div>
<div id="Signature">
<div id="divtagdefaultwrapper">
<p><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">Best regards,
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">Dewey
</span><i><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:#0C64C0"></span></i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">Law Office of Dewey W. Weddle, PLLC</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">909 7th Street</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">Anacortes, WA 98221</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">Telephone: 360-293-3600
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black">Fax 360-293-3700
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="2" width="98%" align="center">
</div>
<div id="divRplyFwdMsg">
<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<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>> on behalf of Diane J. Kiepe <<a href="mailto:DJKiepe@depdslaw.com">DJKiepe@depdslaw.com</a>><br>
<b>Sent:</b> Wednesday, September 18, 2019 10:18 AM<br>
<b>To:</b> '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</span>
<o:p></o:p></p>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
</div>
<div>
<div>
<p class="xmsonormal">Stacey,<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Thank you for your personal experience. I am shocked by the bar’s response.<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></p>
<p class="xmsonormal">Diane J. Kiepe<o:p></o:p></p>
<p class="xmsonormal">Douglas Eden<o:p></o:p></p>
<p class="xmsonormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="xmsonormal">Suite 1500<o:p></o:p></p>
<p class="xmsonormal">Spokane, WA 99201<o:p></o:p></p>
<p class="xmsonormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="xmsonormal">509-455-5300<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xmsonormal"><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>Stacey Romberg<br>
<b>Sent:</b> Wednesday, September 18, 2019 10:12 AM<br>
<b>To:</b> 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<o:p></o:p></p>
</div>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Please excuse me, because I have not read this entire thread so I may be saying something repetitive here.
<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">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.<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<div>
<table class="MsoNormalTable" border="0" cellspacing="3" cellpadding="0" width="100%" style="width:100.0%">
<tbody>
<tr>
<td width="11%" style="width:11.0%;padding:.75pt .75pt .75pt .75pt">
<p class="xmsonormal" align="center" style="text-align:center"><span style="font-size:10.0pt"><img border="0" width="72" height="108" style="width:.75in;height:1.125in" id="x_Picture_x0020_1" src="cid:image001.png@01D56EE5.69B1BE00" onmouseover="imageMousePointerUpdate(true)" onmouseout="imageMousePointerUpdate(false)"></span><o:p></o:p></p>
</td>
<td width="87%" style="width:87.0%;padding:.75pt .75pt .75pt .75pt">
<p class="xmsonormal"><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"><span style="font-size:10.0pt">www.staceyromberg.com</span></a><span style="font-size:10.0pt">
</span><o:p></o:p></p>
</td>
</tr>
<tr>
<td colspan="2" style="padding:.75pt .75pt .75pt .75pt">
<p class="xmsonormal"><b><span style="font-size:10.0pt"> </span></b><o:p></o:p></p>
<p class="xmsonormal"><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><o:p></o:p></p>
</td>
</tr>
<tr>
<td width="98%" colspan="2" style="width:98.0%;padding:.75pt .75pt .75pt .75pt">
<p class="xmsonormal"><a href="https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2FStaceyRombergAttorneyatLaw&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535155284&sdata=ICYqlrPoyKz9uMeBnuh53NiTRVr4AMbPAqlJAjT3NBA%3D&reserved=0"><span style="text-decoration:none"><img border="0" width="48" height="48" style="width:.5in;height:.5in" id="x_Picture_x0020_2" src="cid:image002.png@01D56EE5.69B1BE00" onmouseover="imageMousePointerUpdate(true)" onmouseout="imageMousePointerUpdate(false)"></span></a>
<a href="https://eur02.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2FStaceyRomberg&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535165295&sdata=SgJeWsRwfcDfVeJ8i%2BxdVx09PbGtPLva8SBLZkU7LWM%3D&reserved=0">
<span style="text-decoration:none"><img border="0" width="48" height="48" style="width:.5in;height:.5in" id="x_Picture_x0020_3" src="cid:image003.png@01D56EE5.69B1BE00" onmouseover="imageMousePointerUpdate(true)" onmouseout="imageMousePointerUpdate(false)"></span></a>
<a href="https://eur02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.linkedin.com%2Fin%2Fstaceyromberg&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535175300&sdata=x62GCCfmQs2w5t6LL4jyQ4%2Ff3wClRaBVkXvV4WL11ss%3D&reserved=0">
<span style="text-decoration:none"><img border="0" width="48" height="48" style="width:.5in;height:.5in" id="x_Picture_x0020_4" src="cid:image004.png@01D56EE5.69B1BE00" onmouseover="imageMousePointerUpdate(true)" onmouseout="imageMousePointerUpdate(false)"></span></a><o:p></o:p></p>
</td>
</tr>
<tr>
<td width="98%" colspan="2" style="width:98.0%;padding:.75pt .75pt .75pt .75pt">
<p class="xmsonormal"><span style="font-size:10.0pt">NOTICE<br>
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender
and promptly delete the message. Thank you for your assistance.</span><o:p></o:p></p>
</td>
</tr>
</tbody>
</table>
<p class="xmsonormal"> <o:p></o:p></p>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xmsonormal"><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<o:p></o:p></p>
</div>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">I watermark my drafts with a big red “Draft” and password protect so the watermark cannot be removed.<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Nestor Gorfinkel, Attorney at Law</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Licensed in Washington & Florida</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">Florida Civil-Law (International) Notary</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:10.0pt;color:black">ATTENTION - This e-mail message and any attachment to this e-mail message may contain confidential information that is legally privileged. If you are not the intended recipient, you must not
review, retransmit, convert to hard copy, copy, use or disseminate this e-mail or any attachments to it. If you have received this e-mail in error, please notify us immediately by return e-mail or by telephone at the phone numbers provided herein and delete
this message. Please note that if this e-mail message contains a forwarded message or is a reply to a prior message, some or all of the contents of this message or any attachments may not have been produced by the sender.</span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:10.0pt;color:black"> </span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:24.0pt;font-family:Webdings;color:#009900">P</span></b><b><span style="font-size:24.0pt;color:#009900">
</span></b><b><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#009900">Please consider the environment before printing this e-mail.</span></b><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><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<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<div>
<div>
<p class="xmsonormal"><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><o:p></o:p></p>
</div>
<div>
<p class="xmsonormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
</div>
<div>
<p class="xmsonormal"><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><o:p></o:p></p>
</div>
<div>
<p class="xmsonormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
</div>
<div>
<p class="xmsonormal"><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><o:p></o:p></p>
</div>
<div>
<div>
<div>
<div>
<div>
<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><o:p></o:p></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><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:#004080"> </span>(425) 830-5134</span><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Direct Mobile: (206) 889-7919</span><o:p></o:p></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">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"><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><o:p></o:p></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">
www.Williams-RuthLaw.com</a> </span></b><o:p></o:p></p>
</div>
</div>
</div>
</div>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<div>
<div>
<p class="xmsonormal">On Tue, Sep 17, 2019 at 2:01 PM Jeff Davis <<a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
<div>
<div>
<p class="xmsonormal">Listmates:<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">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="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Jeff Davis<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">W. Jeff Davis, Esq.</span><o:p></o:p></p>
<p class="xmsonormal"><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>
<a href="https://eur02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.bellanddavispllc.com%2F&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535215344&sdata=cpLmrn21nWD3HGEGQAlIH87S2vXjUNrehgKvUtu%2FXz0%3D&reserved=0" target="_blank">www.bellanddavispllc.com</a><br>
<br>
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><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
</div>
</div>
<p class="xmsonormal">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="https://eur02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=02%7C01%7C%7C08fa18ece4494f3ee2d108d73c5d7b82%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637044244535225343&sdata=THLPF7cBkeO7jiCf6RIAAPr%2FXK843Rzs50FqK0v4JU4%3D&reserved=0" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
</blockquote>
</div>
</div>
</div>
</div>
</div>
</div>
</body></html>