<div dir="ltr">Jane,<div><br></div><div>Thank you for your thoughtful and informative response. </div><div>I do have a probate currently where client's named PR would not accept the responsibilities unless I would agree to be named as co-PR. Client's named PR is also the sole beneficiary of the estate and lives out of state.</div><div>I agreed, as client was going on hospice, but had independent notary for executing documents.</div><div>I also keep extremely detailed activity notes in my timekeeping software and send them to the co-PR/beneficiary for approval prior to payment.</div><div><br></div><div>Best,</div><div><br></div><div>Laurel</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Apr 13, 2020 at 1:16 PM Jane Bitz <<a href="mailto:jbitz@whc-attorneys.com">jbitz@whc-attorneys.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div lang="EN-US">
<div class="gmail-m_4341963224861625032WordSection1">
<p class="MsoNormal"><span style="font-size:14pt">“C 1.8 comment 8: This Rule does not prohibit a lawyer from seeking to have the lawyer or a partner or associate of the lawyer named as executor of the client's estate or to another potentially lucrative fiduciary
position. Nevertheless, such appointments will be subject to the general conflict of interest provision in Rule 1.7 when there is a significant risk that the lawyer's interest in obtaining the appointment will materially limit the lawyer's independent professional judgment
in advising the client concerning the choice of an executor or other fiduciary. In obtaining the client's informed consent to the conflict, the lawyer should advise the client concerning the nature and extent of the lawyer's financial interest in the appointment,
as well as the availability of alternative candidates for the position.”<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt">In the past, when I have agreed to serve as PR, I have the client sign a separate letter explaining that this can result in a potential Conflict of interest and that I will be charging for my time in connection
with the Estate Administration which is separate from the attorney fees in connection with opening the probate of the Estate.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt">I would NOT do this again. The beneficiaries almost always resent the appointment of the attorney and it almost always is more headache than its worth because you are not supposed to charge your attorney rate
for the fiduciary work.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt">Jane. <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<div>
<p class="MsoNormal"><span style="font-size:11pt">Jane G. Bitz<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Of Counsel<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Wolff, Hislop & Crockett, PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">12209 E. Mission Ave, Suite 5<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Spokane Vallley, WA 99206-4824<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">(509) 927-9700 x126<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">FAX: (509) 777-1800<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:rgb(31,73,125)"><img width="191" height="96" style="width: 1.9895in; height: 1in;" id="gmail-m_4341963224861625032Picture_x0020_4" src="cid:171753278924ce8e91" alt="image001 (4)"></span><span style="font-size:11pt;color:black"><img width="115" height="100" style="width: 1.1979in; height: 1.0416in;" id="gmail-m_4341963224861625032Picture_x0020_2" src="cid:171753278925b16b23"><img width="273" height="96" style="width: 2.8437in; height: 1in;" id="gmail-m_4341963224861625032Picture_x0020_3" src="cid:17175327892772f6c2"></span><span style="font-size:11pt"><u></u><u></u></span></p>
<p class="MsoNormal"><b><i><span style="color:rgb(47,84,150)">THE CONTENTS OF THIS ELECTRONIC MAIL ARE CONFIDENTIAL AND PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE OR OTHER APPLICABLE PROTECTION.</span></i></b><i><span style="color:rgb(47,84,150)"> Any review, use, distribution
or disclosure by others is strictly prohibited. <u>If you have received this electronic mail in error</u>,
<b>PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE</b> this electronic mail. This mail cannot be modified without express written consent of Wolff, Hislop & Crockett, PLLC. Thank You.<u></u><u></u></span></i></p>
</div>
<p class="MsoNormal"><span style="font-size:14pt"><u></u> <u></u></span></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b><span style="font-size:11pt">From:</span></b><span style="font-size:11pt"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Karl Flaccus<br>
<b>Sent:</b> Monday, April 13, 2020 12:42 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Attorney as Alternate PR?<u></u><u></u></span></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:rgb(15,36,62)">I almost never do this, but I have on rare occasions where the person is stuck, in that they don’t have family, or they don’t want to use an agency or company. I have had
been appointed PR in these rare circumstances by commissioners in Seattle when starting the probate.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:rgb(15,36,62)"><u></u> <u></u></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:rgb(15,36,62)">Karl<u></u><u></u></span></p>
<p class="MsoNormal"><i><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)"><u></u> <u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">F</span></i><i><span style="font-size:9pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">LACCUS</span></i><i><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">
L</span></i><i><span style="font-size:10pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">A</span></i><i><span style="font-size:9pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">W</span></i><i><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)"><u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">7010 35th Ave. N.E.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">Seattle, Washington 98115<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">206 523-0297</span><span style="font-size:11pt;color:rgb(15,36,62)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;color:rgb(15,36,62)"><u></u> <u></u></span></p>
<p class="MsoNormal"><i><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">I</span></i><i><span style="font-size:9pt;font-family:"Times New Roman",serif;color:rgb(15,36,62)">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.<u></u><u></u></span></i></p>
</div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:rgb(15,36,62)"><u></u> <u></u></span></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b><span style="font-size:11pt">From:</span></b><span style="font-size:11pt">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Inge Fordham<br>
<b>Sent:</b> Monday, April 13, 2020 12:31 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Attorney as Alternate PR?<u></u><u></u></span></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">Listmates,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I’ve never run into this question. Off the top of my head, I don’t see a problem with it.
Is there a prohibition I’m not aware of?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Thanks in advance,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<table border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse">
<tbody>
<tr>
<td width="60" valign="top" style="width:45pt;padding:0in 5.4pt">
<p class="MsoNormal" align="center" style="text-align:center">
<span style="font-size:10pt;font-family:Times;color:black"><img border="0" width="96" height="95" style="width: 1in; height: 0.9895in;" id="gmail-m_4341963224861625032Picture_x0020_1" src="cid:171753278929374b64" alt="uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ"></span><span style="color:black"><u></u><u></u></span></p>
</td>
<td width="570" valign="top" style="width:427.25pt;padding:0in 5.4pt">
<p class="MsoNormal" style="margin-right:0in;margin-bottom:3pt;margin-left:0in">
<b><span style="font-size:13pt;font-family:Cambria,serif;color:rgb(32,56,100)">Inge A. Fordham | Attorney</span></b><b><span style="font-size:13pt;font-family:Cambria,serif;color:black"><u></u><u></u></span></b></p>
<p class="MsoNormal" style="margin-bottom:3pt"><span style="font-family:Cambria,serif;color:black">Fordham Law, PLLC<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:3pt"><span style="font-family:Cambria,serif;color:black">3218 Sixth Avenue | Tacoma, WA 98406<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:3pt"><span style="font-family:Cambria,serif;color:black">Office: (253) 348-2657 | Mobile: (206) 778-3131<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:3pt"><span style="font-family:Cambria,serif;color:black"><a href="http://www.fordhamlegal.com" target="_blank">www.fordhamlegal.com</a>
<u></u><u></u></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><span style="font-size:9pt;color:black"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:8pt;font-family:Cambria,serif;color:rgb(125,136,142)">Confidential Communication:</span></b><span style="font-size:8pt;font-family:Cambria,serif;color:rgb(125,136,142)"> This email is sent to a recipient on behalf of an
attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other
than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately
by email or other communication and delete all copies of the message.</span><u></u><u></u></p>
</div>
</div>
***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="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div dir="ltr">Laurel Brown<div><i>Attorney and Counselor at Law</i></div><div><i>5071 SW Waite St.</i></div><div><i>Seattle, WA 98116</i></div><div><i>425-361-6286</i></div></div></div></div></div>