Opinion ID: 2515945
Heading Depth: 1
Heading Rank: 5

Heading: Supplement to the Formal Complaint

Text: Mary Lou Turpin, a widow, received an unsolicited mailing for estate planning services from Respondent and Advanced Legal Systems. On September 10, 1999, Thomsen, a client service representative, visited with Turpin at her home in Atchison, Kansas. Following the viewing of a videotape prepared by Respondent and a presentation by Thomsen explaining estate planning instruments, Turpin signed an engagement letter and gave Thomsen a check for $1,995 for Respondent's legal fees. Brenda Myers, a daughter of Turpin, was present with her mother on September 10, 1999, during the playing of Respondent's videotape and Thomsen's presentation. In November of 1999, Turpin's health deteriorated, and she was hospitalized. Family members of Turpin called Respondent and Advanced Legal Systems and informed them of Turpin's hospitalization and declining health. James Parker, representing Respondent and Advanced Legal Systems, came to the hospital with a revocable living trust agreement, last will and testament, and business and health care powers of attorney forms. Because Turpin was incapacitated, Parker advised Myers that since she was going to have the power of attorney, she could execute and sign the legal documents on behalf of her mother. Myers signed the trust, will, and powers of attorney as Parker instructed. Respondent took no action to protect Turpin's legal interests as to her estate after being informed of her medical and mental disability. Myers and her family retained Larry Mears, an attorney, to probate Turpin's estate. Mears, on behalf of Turpin's heirs, made a demand for the return of $1,995 for legal fees and payment to cover the costs associated with the intestate probate of the estate. Respondent failed to respond to Mears' letter, failed to return the $1,995 to Turpin's estate, failed to assist in the probate of the estate, and failed to take steps to the extent reasonably practicable to protect Turpin's estate.