Advisory Opinion: 1362

Year Issued: 1990

RPC(s): RPC 1.7; Informal Opinion 86-1

Subject: Lawyer named as trustee or personal representative in will drafted for client


The Committee reviewed your inquiry concerning requests by clients that you be named by clients as trustee or personal representative in wills and trusts drafted by you. The Committee had previously addressed this in informal opinion 86-1, a copy of which I enclose. The Committee also directed me to call your attention to the Shaughnessy cases cited in the informal opinion and the Estate of Larsen, 103 Wn.2d 517 (1985).

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Advisory Opinions are provided for the education of the Bar and reflect the opinion of the Committee on Professional Ethics (CPE) or its predecessors. Advisory Opinions are provided pursuant to the authorization granted by the Board of Governors, but are not individually approved by the Board and do not reflect the official position of the Bar association. Laws other than the Washington State Rules of Professional Conduct may apply to the inquiry. The Committee's answer does not include or opine about any other applicable law other than the meaning of the Rules of Professional Conduct.