<html><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class="">And, you might look at <u class="">In re York, 44 Wn App 547 (1986)</u> (a will in possession of attorney for a person subject to guardianship is privileged communication), and<div class=""><br class=""></div><div class=""><u class="">Estate of Alsup, 181 Wn App 856 (2014)</u> (Person subject to guardianship, who lost the right to make a will, may nevertheless have testamentary capacity during term of guardianship).</div><div class=""><br class=""></div><div class="">Guardianship law allows a guardian to possess and perhaps reference the a Will of their client (RCW 11.92.140 and new UGA 11.130.505(9), but it does not give the guardian the ability to compel disclosure of a Will held by the client’s attorney - a subtle and important distinction. The new UGA 11.130.505(9) does not change this rule, in my view. </div><div class=""><br class=""><div class="">
<b style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-size: 14px; font-style: normal; font-variant-caps: normal; letter-spacing: normal; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; font-family: Verdana; orphans: 2; widows: 2; -webkit-text-decorations-in-effect: none;" class="">Chris Neil</b><span style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; font-family: Verdana; orphans: 2; widows: 2; -webkit-text-decorations-in-effect: none;" class=""> | Attorney | Neil & Neil, P.S.</span><br style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Arial; font-size: 14px; font-style: normal; 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<div><br class=""><blockquote type="cite" class=""><div class="">On Nov 30, 2021, at 8:05 AM, <a href="mailto:deborah@neillaw.com" class="">deborah@neillaw.com</a> wrote:</div><br class="Apple-interchange-newline"><div class=""><meta http-equiv="Content-Type" content="text/html; charset=utf-8" class=""><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class="">Take a look at the case <i class="">Pond v. Faust, </i><span style="font-style: normal;" class="">90 Wn. 117, 155 Pac. 776 (1916). </span><br class=""><div class="">
<div dir="auto" style="caret-color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><div style="letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><br class="">Deborah Jameson</div><div style="letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><i class=""><i class="">(</i>Pronouns: she/her/hers)</i></div><div style="letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><i class=""><br class=""></i>Neil & Neil, P.S.<br class="">5302 Pacific Avenue<br class="">Tacoma, WA 98408<br class="">253-475-8600<br class="">253-473-5746 FAX<br class=""><br class="">If your matter is urgent, please call my office. Also, this message is not encrypted and it may not be secure or protected by attorney-client privilege.<br class=""><br class=""></div></div>
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<div class=""><br class=""><div class="">On Nov 30, 2021, at 7:20 AM, Daniel Roach <<a href="mailto:dan@danroachlaw.com" class="">dan@danroachlaw.com</a>> wrote:</div><br class="Apple-interchange-newline"><div class=""><div class="WordSection1" style="page: WordSection1; caret-color: rgb(0, 0, 0); font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;"><div class=""><div class=""><div class=""><div class=""><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">Listmates:<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">Greetings from Walla Walla.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">I have been asked by the Court appointed Guardian of a client of mine (who is alive) to provide the Guardian with a copy of my client’s Last Will and Testament along with related estate planning documents that I prepared and witnessed the signing of about three years ago. The Guardian has been appointed with the concurrence of the agents (testator’s children) named in the DPOA (that I also prepared) to pursue a claim for financial overreaching against a certain family member.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">I refused to provide the requested documents based on the attorney client privilege and what I perceive my duties to be as the custodian of the original estate planning documents. The attorney for the Guardian served me with a subpoena. I told the attorney that I was not going to honor the subpoena unless I was ordered to do so by the Court. A hearing has been scheduled based upon my refusals.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">The attorney for the Guardian (who is working for the benefit of my client, the testator) contends that the Will is “needed” for use at an upcoming mediation. I disagree, but what I think about that is, in my opinion, immaterial.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">A Will has no legal effect until the testator dies. The testator potentially could regain her faculties sufficient to sign a new Will at some point in the future. The testator may die wealthy or may die penniless.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">And the disclosure of the Will to the Guardian will, of course, necessarily be extended to the family member who is the focus of the claim and once that occurs, there won’t be much to prevent its disclosure to everyone in the family.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">Has anyone dealt with this issue before? If so, I would like to know what the outcome in your matter was.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">Many thanks.<span class="Apple-converted-space"> </span><o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">And thanks to all of you who are contributors to this listserve. I have appreciated all of the insight that is so willingly shared by so many on this list.<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">As ever,<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">Dan<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">Daniel J. Roach, PLLC<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">P.O. Box 1776<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">Walla Walla, WA 99362<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class="">(509) 522-6800<o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><a href="mailto:dan@danroachlaw.com" style="color: blue; text-decoration: underline;" class=""><span style="color: rgb(5, 99, 193);" class="">dan@danroachlaw.com</span></a><o:p class=""></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;" class=""><a href="http://www.danroachlaw.com/" style="color: blue; text-decoration: underline;" class="">www.danroachlaw.com</a><o:p class=""></o:p></div></div></div></div></div></div><span style="caret-color: rgb(0, 0, 0); font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; float: none; display: inline !important;" class="">***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.***</span><br style="caret-color: rgb(0, 0, 0); font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;" class=""><span style="caret-color: rgb(0, 0, 0); font-family: Calibri; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; 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