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    I think RCW 11.130.505(9), when read in light of the UGA comment to
    it and 11.130.435(1)(j) & (3)(e), statutorily overrules In re
    York and empowers a conservator to compel production of the will and
    other estate planning documents of the person subject to
    custodianship, whether such documents are held by a lawyer or a
    non-lawyer. The comment to UGA 418(i) [11.130.505(9)] states:<br>
    <br>
    "Subsection (i), which was copied from Section 418(d) of the 1997
    act, but which is contrary to at least some case law, allows a
    conservator access to and the right to examine the will of the
    individual subject to conservatorship and other documents comprising
    the individual’s estate plan. Such access is essential for the
    conservator to carry out the obligation, stated in subsection (c),
    to give substantial weight to the preferences of the individual
    under conservatorship when making decisions. For example, by
    allowing the conservator access to the estate plan, the risk of
    inadvertent sales of specifically devised property and the difficult
    ademption problems such sales often create may be avoided. Access to
    the estate plan also facilitates, where appropriate, the filing of a
    petition with respect to the individual’s estate plan as authorized
    by Section 414."  [The UGA 414 provisions concerning the
    individual's estate plan are at RCW 11.130.435(1)(j) & (3)(e) --
    permitting a conservator with court approval to make, amend, or
    revoke a will.]<br>
    <br>
    The 2017 UGA [actually UGCOPPA] with its comments is available at:<br>
<a class="moz-txt-link-freetext" href="https://www.uniformlaws.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=7218ba8f-df8a-2cc1-3a29-053345ffd12c&forceDialog=0">https://www.uniformlaws.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=7218ba8f-df8a-2cc1-3a29-053345ffd12c&forceDialog=0</a><br>
    <br>
    or search for guardianship at <a class="moz-txt-link-freetext" href="https://www.uniformlaws.org/">https://www.uniformlaws.org/</a><br>
    <br>
    Doug Schafer, in Tacoma<br>
    <br>
    <div class="moz-cite-prefix">On 11/30/2021 09:45, Christopher Neil
      wrote:<br>
    </div>
    <blockquote type="cite"
      cite="mid:C2FE2B19-2CB7-4E9F-9E50-09D7F2BB14BD@neillaw.com">
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      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="">
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            class="">Chris Neil</b><span style="caret-color: rgb(0, 0,
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            class=""> | Attorney | Neil & Neil, P.S.</span><br
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                                                          class="">5302
                                                          Pacific
                                                          Avenue,Tacoma,WA
                                                          98408 | <a
                                                          href="mailto:Chris.Neil@NeilLaw.com"
class="moz-txt-link-freetext" moz-do-not-send="true">Chris.Neil@NeilLaw.com</a><br
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                                                          (253)475-8600
                                                          |
                                                          f:(253)473-5746</span></div>
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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="moz-txt-link-freetext" moz-do-not-send="true">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="">
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                    letter-spacing: normal; text-align: start;
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                    -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:
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                      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;
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                      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="">Neil & Neil, P.S.<br
                        class="">
                    </div>
                  </div>
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            </div>
          </blockquote>
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        <div class="">On Nov 30, 2021, at 7:20 AM, Daniel Roach <<a
            href="mailto:dan@danroachlaw.com"
            class="moz-txt-link-freetext" moz-do-not-send="true">dan@danroachlaw.com</a>>
          wrote:<br class="Apple-interchange-newline">
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    <blockquote type="cite"
      cite="mid:C2FE2B19-2CB7-4E9F-9E50-09D7F2BB14BD@neillaw.com">
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                    <div class="WordSection1" style="page: WordSection1;
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                              <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=""
                                  moz-do-not-send="true"><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=""
                                  moz-do-not-send="true">www.danroachlaw.com</a><o:p
                                  class=""></o:p></div>
                            </div>
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                      listserv participation is not restricted to
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              participation is not restricted to practicing attorneys
              and may include non-practicing attorneys, law students,
              professionals working in related fields, and others.***<br
                class="">
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                class="">
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      <pre class="moz-quote-pre" wrap="">***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.***
_______________________________________________
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<a class="moz-txt-link-abbreviated" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a>
<a class="moz-txt-link-freetext" href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></pre>
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