About | HeinOnline Law Journal Library | HeinOnline Law Journal Library | HeinOnline



100 Dick. L. Rev. 29 (1995-1996)
Attorny Liability to Estate Beneficiaries: The Privity Passes Through

handle is hein.journals/dlr100 and id is 39 raw text is: Attorney Liability to Estate
Beneficiaries: The Privity Passes
Through
Todd A. Fuller*
I.   Introduction
Traditional notions of liability do not easily apply to the
relationship between an estate attorney and beneficiaries of the
estate. No direct attorney-client relationship exists; the attorney is
hired by the estate's personal representative - not by the benefi-
ciaries.' The beneficiaries, thus, are considered third parties to the
agreement between the attorney and the personal representative.
This does not mean, however, that liability does not, or should not,
exist when the attorney's acts or omissions cause harm to the
beneficiaries.
Traditional arguments provide that attorneys owe no duty to
anyone other than their clients, with whom they are in privity.2
Even today, the extent of an attorney's liability to third parties is
difficult to determine because of the broad range of possibilities in
which an attorney's actions might affect someone who is not her
client.3 It is virtually impossible to create a general rule to encom-
pass every situation involving an attorney and the various persons
that attorney's actions may affect throughout the course of
* Associate with Mette, Evans & Woodside in Harrisburg, PA. B.A., University of
Pittsburgh, 1992; J.D., University of Pittsburgh School of Law, 1995.
1. This individual is generally referred to as a personal representative or executor when
appointed by the testator, or an administrator when appointed in the event of intestacy. See
infra notes 20-22 and accompanying text. For purposes of this Article, the distinction
between the two is superfluous as the fiduciary duties owed by this individual to the estate
beneficiaries are identical. Hereinafter the estate fiduciary, therefore, will be referred to as
the personal representative.
2. See National Say. Bank v. Ward, 100 U.S. 195 (1879); see also infra text accompany-
ing notes 64-74.
3. Examples include: successful representation of an accused criminal who later
commits a crime; divorce litigation that negatively impacts the economic well-being of the
children involved; drafting wills for a testator who wishes to disinherit his children.