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<p class="MsoNormal"><span style="font-size:14.0pt">Laurel:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Your situation is a case where I would accept appointment as PR. Where there are multiple beneficiaries and the client doesn’t “trust” any of them to serve as PR is where I won’t agree to put myself in the
middle for clients in the future.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Jane.<o:p></o:p></span></p>
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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>Laurel Brown<br>
<b>Sent:</b> Monday, April 13, 2020 1:23 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Attorney as Alternate PR?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Jane,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thank you for your thoughtful and informative response. <o:p></o:p></p>
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<p class="MsoNormal">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.<o:p></o:p></p>
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<p class="MsoNormal">I agreed, as client was going on hospice, but had independent notary for executing documents.<o:p></o:p></p>
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<p class="MsoNormal">I also keep extremely detailed activity notes in my timekeeping software and send them to the co-PR/beneficiary for approval prior to payment.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Best,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Laurel<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Mon, Apr 13, 2020 at 1:16 PM Jane Bitz <<a href="mailto:jbitz@whc-attorneys.com">jbitz@whc-attorneys.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">“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.”</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">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.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">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.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">Jane.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Jane G. Bitz<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Of Counsel<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Wolff, Hislop & Crockett, PLLC<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">12209 E. Mission Ave, Suite 5<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Spokane Vallley, WA 99206-4824<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">(509) 927-9700 x126<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">FAX: (509) 777-1800<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#1F497D"><img border="0" width="191" height="96" style="width:1.9895in;height:1.0in" id="gmail-m_4341963224861625032Picture_x0020_4" src="cid:image001.jpg@01D611A4.E3427360" alt="image001 (4)"></span><span style="color:black"><img border="0" width="115" height="100" style="width:1.1979in;height:1.0416in" id="gmail-m_4341963224861625032Picture_x0020_2" src="cid:image005.png@01D611A4.E34D48D0"><img border="0" width="273" height="96" style="width:2.8437in;height:1.0in" id="gmail-m_4341963224861625032Picture_x0020_3" src="cid:image003.jpg@01D611A4.E3427360"></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="color:#2F5496">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:#2F5496">
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.</span></i><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b>
<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?<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#0F243E">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.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#0F243E"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#0F243E">Karl</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-family:"Times New Roman",serif;color:#0F243E"> </span></i><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#0F243E">7010 35th Ave. N.E.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#0F243E">Seattle, Washington 98115</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#0F243E">206 523-0297</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#0F243E"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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
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us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.</span></i><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:#0F243E"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b>
<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?<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Listmates,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">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?<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Thanks in advance,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864">Inge A. Fordham | Attorney</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:3.0pt"><span style="font-family:"Cambria",serif;color:black">Fordham Law, PLLC</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p class="MsoNormal">Laurel Brown<o:p></o:p></p>
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<p class="MsoNormal"><i>Attorney and Counselor at Law</i><o:p></o:p></p>
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<p class="MsoNormal"><i>5071 SW Waite St.</i><o:p></o:p></p>
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<p class="MsoNormal"><i>Seattle, WA 98116</i><o:p></o:p></p>
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<p class="MsoNormal"><i>425-361-6286</i><o:p></o:p></p>
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