<div dir="ltr"><div><div class="gmail_default" style="font-size:large">I don't think you have any obligation and in fact, it would be improper to comment, particularly during the creditor claim period. I fear if you answer questions related to a beneficiary's share, the company may be positioned as having a claim if things go wrong. I would tell them that you represent the PR not the Beneficiary and you can't provide non-public information directly related to the estate to them.</div><br clear="all"></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">Diane Kiepe, J.D., LL.M. Taxation</span></div><div><font color="#38761d" face="georgia, serif" size="4">Kiepe Estate and Probate, PLLC<br></font><div><font size="4" face="georgia, serif" color="#38761d"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></font></div><div><font size="4" face="georgia, serif" color="#38761d">200 N. Mullan Rd., Suite 203</font></div><div><font size="4" face="georgia, serif" color="#38761d">Spokane Valley, WA 99206</font></div></div><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">509-808-2087</span></div><div><div><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">Confidentiality</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px"> Notice: This page and any accompanying documents contain information that is </span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">confidential</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">, privileged, or exempt from disclosure under applicable law and is intended for the exclusive use of the addressee. This information is private and protected by law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the contents of this information in any manner is strictly prohibited.</span></div></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Tue, Sep 29, 2026 at 2:51 PM Shannon Jones <<a href="mailto:shannonj@campbellbarnettlaw.com">shannonj@campbellbarnettlaw.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 class="msg6372199719170450548">
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<p class="MsoNormal"><span style="font-size:11pt">Listmates, An heir has requested an “inheritance advance” from an inheritance advance company. I represent the PR of the estate pending probate. The advance company is demanding I provide them documentation
from the probate and that I “confirm” things like whether this heir owes child support (how should I know) and the value of certain estate assets. Assuming the information or documents requested are known and non-privileged, does the attorney for the PR have
an obligation to respond to this company? If I respond, can I allocate charges for the time to the heir who is requesting the advance? The company is not an heir finder but a proposed “transferee for value” under RCW 11.56.290. More than 120 days have passed
since date of death. <u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:13pt;font-family:"Times New Roman",serif;color:rgb(50,62,79)">Shannon R. Jones | Attorney
</span></b><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(50,62,79)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(50,62,79)">Campbell Barnett PLLC</span><span style="font-size:11pt;font-family:"Times New Roman",serif;color:rgb(50,62,79)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Times New Roman",serif;color:black">Direct: <a href="tel:(253)%20848-3515" value="+12538483515" target="_blank">253.848.3515</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Times New Roman",serif;color:black">Office: <a href="tel:(253)%20848-3513" value="+12538483513" target="_blank">253.848.3513</a>| Fax: <a href="tel:(253)%20845-4941" value="+12538454941" target="_blank">253.845.4941</a></span><span style="font-size:11pt;font-family:"Times New Roman",serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Times New Roman",serif;color:black"><a href="https://www.google.com/maps/search/317+South+Meridian+%0D%0A+Puyallup,+WA+98371?entry=gmail&source=g">317 South Meridian</a></span><span style="font-size:11pt;font-family:"Times New Roman",serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Times New Roman",serif;color:black"><a href="https://www.google.com/maps/search/317+South+Meridian+%0D%0A+Puyallup,+WA+98371?entry=gmail&source=g">Puyallup, WA 98371</a></span><span style="font-size:11pt;font-family:"Times New Roman",serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Times New Roman",serif"><a href="mailto:shannonj@campbellbarnettlaw.com" target="_blank"><span style="font-size:10pt;color:rgb(47,84,150)">shannonj@campbellbarnettlaw.com</span></a></span><span style="font-size:10pt;font-family:"Times New Roman",serif;color:rgb(47,84,150)">
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