[WSBARP] Lost Will - Witnesses Dead/Dementia - Drafting Attorney Disbarred

Jason Burnett jburnett at reedlongyearlaw.com
Wed Jul 22 09:13:53 PDT 2020


Aaah—son is not the sole heir then. Perhaps the sole beneficiary under the will….

(6) "Heirs" denotes those persons, including the surviving spouse or surviving domestic partner, who are entitled under the statutes of intestate succession to the real and personal property of a decedent on the decedent's death intestate.

https://app.leg.wa.gov/RCW/default.aspx?cite=11.02.005

Jason W. Burnett
Attorney at Law
Reed Longyear Malnati & Ahrens, PLLC
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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Rob Rowley
Sent: Wednesday, July 22, 2020 8:31 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Lost Will - Witnesses Dead/Dementia - Drafting Attorney Disbarred

Because there are other biological children (2 siblings) who receive nothing under the will but would receive an intestate share.


[cid:image013.jpg at 01D66008.69CEBE50]
Robert R Rowley
Attorney & Counselor at Law
[cid:image014.png at 01D66008.69CEBE50] (509) 252-5074<tel:(509)%20252-5074>  [cid:image015.png at 01D66008.69CEBE50]  (509) 994-1143<tel:(509)%20994-1143>
[cid:image016.png at 01D66008.69CEBE50] (509) 928-3084<fax:(509)%20928-3084>  [cid:image017.png at 01D66008.69CEBE50]  rowleylegal.com<https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.rowleylegal.com%2F&data=02%7C01%7Cjburnett%40reedlongyearlaw.com%7C1184a85ea8da41f41ed008d82e5601a5%7Cc42db07999e840ff9b106ba95e2918a6%7C0%7C0%7C637310294235892767&sdata=dzelYgwjDc0%2FklxDMLn1hiyYl7dHZfZ7anfJaJatBLs%3D&reserved=0>
[cid:image018.png at 01D66008.69CEBE50] rob at rowleylegal.com<mailto:rob at rowleylegal.com>
Helping You Protect What Matters Most
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Practice concentrated on business, real estate and general legal matters in Washington and Idaho.
NOTICE: The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance. DISCLAIMER: You should recognize that responses provided by e-mail means are akin to ordinary telephone or face-to-face conversations and do not reflect the level of factual or legal inquiry or analysis which would be applied in the case of a formal legal opinion. A formal opinion may very well reach a different conclusion.

From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com>> On Behalf Of Jason Burnett
Sent: Wednesday, July 22, 2020 8:11 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Subject: Re: [WSBARP] Lost Will - Witnesses Dead/Dementia - Drafting Attorney Disbarred

If son is the sole heir, is the LWT important?  What would be the material difference between a testate and intestate distribution?

Jason W. Burnett
Attorney at Law
Reed Longyear Malnati & Ahrens, PLLC
[cid:image009.png at 01D66008.69CEBE50]
We have closed our physical office to help prevent the viral spread of SARS CoV-2. I am working remotely. I am unable to accept physical deliveries of any sort. If you need to contact me directly, please call my direct line: 206-447-8386.
801 Second Ave, Suite 1415
Seattle, WA 98104
Phone:  (206) 624‑6271
Fax:       (206) 624‑6672
jburnett at reedlongyearlaw.com<mailto:jburnett at reedlongyearlaw.com>
www.reedlongyearlaw.com<https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.reedlongyearlaw.com%2F&data=02%7C01%7Cjburnett%40reedlongyearlaw.com%7C1184a85ea8da41f41ed008d82e5601a5%7Cc42db07999e840ff9b106ba95e2918a6%7C0%7C0%7C637310294235912752&sdata=loA7K%2F%2BTm6sObDYrO3W5WztiEfv%2F%2BF3xaH%2BMjjjtfDM%3D&reserved=0>
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The information in this email message may be privileged and confidential.  It is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient).  If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited.

From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com>> On Behalf Of Rob Rowley
Sent: Tuesday, July 21, 2020 10:41 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Subject: [WSBARP] Lost Will - Witnesses Dead/Dementia - Drafting Attorney Disbarred

Recommendations or suggestions where the sole heir of his mother’s estate (son) only has a copy of the will.  However, both witnesses are either dead or have dementia and the drafting attorney subsequently was disbarred.  He was lawfully practicing at the time he drafted the will.

Disbarred drafting attorney will apparently come to court and give testimony if necessary.

Declaration from disbarred attorney in lieu of testimony?

I have dealt with the situation several times where we have a lost original but are able to use it with new declarations from the original witnesses.  Not available now.

For various reasons we are forced to probate the real estate.

Recommendations or suggestions?


[cid:image013.jpg at 01D66008.69CEBE50]
Robert R Rowley
Attorney & Counselor at Law
[cid:image014.png at 01D66008.69CEBE50] (509) 252-5074<tel:(509)%20252-5074>  [cid:image015.png at 01D66008.69CEBE50]  (509) 994-1143<tel:(509)%20994-1143>
[cid:image016.png at 01D66008.69CEBE50] (509) 928-3084<fax:(509)%20928-3084>  [cid:image017.png at 01D66008.69CEBE50]  rowleylegal.com<https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.rowleylegal.com%2F&data=02%7C01%7Cjburnett%40reedlongyearlaw.com%7C1184a85ea8da41f41ed008d82e5601a5%7Cc42db07999e840ff9b106ba95e2918a6%7C0%7C0%7C637310294235932737&sdata=xVV%2FPLi5vDxF9DdBvh59Dg0zUYrPn4TBMWpOQDLQsl4%3D&reserved=0>
[cid:image018.png at 01D66008.69CEBE50] rob at rowleylegal.com<mailto:rob at rowleylegal.com>
Helping You Protect What Matters Most
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Practice concentrated on business, real estate and general legal matters in Washington and Idaho.
NOTICE: The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance. DISCLAIMER: You should recognize that responses provided by e-mail means are akin to ordinary telephone or face-to-face conversations and do not reflect the level of factual or legal inquiry or analysis which would be applied in the case of a formal legal opinion. A formal opinion may very well reach a different conclusion.

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