[WSBARP] Providing .doc version of final will to clients?

[Dalynne Singleton]

No way would I provide a .doc version to them.  I think your policy is quite reasonable and if their new attorneys want the .pdf versions, I might not provide those.  They can always buy the Adobe Reader that allows changes to be made in .pdf files…  When I send my draft of estate planning docs to clients, I do so with DRAFT on them in .pdf.  Never a final, non-DRAFT version.

Dalynne Singleton
[SingletonLawGD27aR04aP02ZL-Johnson4a_mdm]
3215 NW Lowell Street, #161
Silverdale, WA  98383
Phone: 360-329-4079
Fax:     360-443-1259
E-mail: dalynne at singletonlawgroup.net<mailto:dalynne at singletonlawgroup.net>
Web:    www.singletonlawgroup.net<http://www.singletonlawgroup.net/>

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From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Heather Kolbly
Sent: Tuesday, August 11, 2015 1:19 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Cc: WSBA RPPT <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Providing .doc version of final will to clients?

Hi All,

I am closing my law practice and I've had several clients ask me for .doc versions of their final Will, powers of attorney and living wills.  They say it's so they can provide it to a new attorney for easier updates to their current documents I drafted for them.  My policy is to only provide PDF copies because it's too easy for clients to make their own updates that may be detrimental to their estate.  Also, I have spent 12 years honing my documents and I consider them proprietary creations of mine that it don't want people I don't know copying.  The clients are not happy with my policy and have given some pretty snippy replies to my reasons for not giving them .dic versions of final wills, etc.


Do any of you provide changeable (.doc) final versions of your legal docs to clients?  Am I maybe being too cautious?  I don't think so, but I thought I'd ask.


Thanks!
Heather Kolbly
KOLBLY LAW FIRM, PC
(425) 444-1888
Heather at Kolblylaw.com<mailto:Heather at Kolblylaw.com>

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