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Please post to list</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Jeff@bellanddavispllc.com <Jeff@bellanddavispllc.com><br>
<b>Sent:</b> Friday, September 15, 2023 7:23 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Accessing Deceased Attorney's IOLTA</font>
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<p class="x_MsoNormal">Listmates:</p>
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<p class="x_MsoNormal">A colleague unexpectedly passed away this week. I am working with a daughter and the bookkeeper to close the office. I’ve contacted the WSBA and was referred to the practice management people and left a message. No response. The
bar website has information on closing another attorney’s office; dealing with the open files is easy, in this case. However, how does one access the IOLTA account to refund the retainers? Can a non-attorney PR disburse IOLTA funds simply by having letters
testamentary? Any insight would be appreciated.</p>
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<p class="x_MsoNormal">Jeff</p>
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<p class="x_MsoNormal"><b><span style="font-family:"Tahoma",sans-serif">W. Jeff Davis</span></b></p>
<p class="x_MsoNormal"><b><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black">BELL & DAVIS PLLC</span></b></p>
<p class="x_MsoNormal"><b><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black">Attorneys at Law</span></b><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black"><br>
P.O. Box 510</span></p>
<p class="x_MsoNormal"><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black">720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: </span><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif"><a href="mailto:jeff@bellanddavispllc.com"><span style="color:#0563C1">jeff@bellanddavispllc.com</span></a><span style="color:black"><br>
</span></span><span style=""><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:blue">www.bellanddavispllc.com</span></a></span><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black"><br>
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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 </span><span style=""><a href="mailto:info@bellanddavispllc.com"><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:blue">info@bellanddavispllc.com</span></a></span><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black">
or call 360.683.1129.</span><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif"></span></p>
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