LEE, J.
¶ 1 This litigation involves a legal malpractice action arising from a dispute over an amendment to the Evelyn Plant Testamentary Trust ("the Trust"). Carl Gay was hired to draft the Trust and the First Amendment ("Amendment") to the Trust. After Plant's death, beneficiaries of the Trust challenged the validity of the Amendment.
¶ 2 In 2009, Jennifer Linth, in her individual capacity as a beneficiary, brought a legal malpractice suit against Gay. In 2011, Linth formed the Franklin and Evelyn Plant Green Point Foundation ("the Foundation"). In 2011, the Trust and the Foundation moved to intervene in Linth's suit.
¶ 3 Gay moved for summary judgment against Linth, arguing that he did not owe her a duty as a nonclient beneficiary, and the superior court granted Gay's motion for summary judgment. Gay then moved for summary judgment against the Trust and the Foundation, arguing that the statute of limitations had expired, and the superior court also granted this motion.
¶ 4 In the published part of this opinion, we hold that Gay did not owe Linth a duty as a nonclient beneficiary. In the unpublished portion of this opinion, we hold that the statute of limitations has expired for the Trust's and the Foundation's claims against Gay. Accordingly, we affirm the superior court's order granting Gay's motions for summary judgment and dismissing all claims against Gay.
¶ 5 Evelyn Plant owned and lived on property known as Green Point in Port Angeles, Washington. In July 2000, Plant retained Gay to create a living trust. On July 22,
¶ 6 In relevant part, the Trust provided a gift of $100,000 to Linth. It also provided that if the Green Point property was part of Plant's estate, then it was to be conveyed to Crista Ministries, Inc., subject to the condition that "[f]or a period of five (5) years commencing immediately upon [Plant's] death, [Linth] shall be entitled to an estate in the Green Point residence" and "[u]pon expiration of the five-year estate, [Linth] shall be entitled to a life estate in the northeast comer of the approximately sixty (60) acres." Clerk's Papers (CP) at 606-07.
¶ 7 In August 2000, Plant resigned as trustee and appointed Daniel W. Doran
¶ 8 Also in August 2000, Plant sought to amend the Trust. Gay drafted the Amendment.
¶ 9 On August 22, 2000, Doran took a draft of the Amendment from Gay's office and presented the draft to Plant, who signed it. The Amendment provided that if the Green Point property was part of Plant's estate, then it was to be conveyed, along with $50,000,
CP at 631-32. However, the referenced Foundation plan did not exist at the time Gay drafted the Amendment and exhibit 1 was not attached. The Amendment also removed Crista Ministries as a beneficiary.
¶ 10 Doran hired Linth's sister, Claudia Smith, to help create the Foundation in accordance with the Amendment and Plant's wishes. But before the Foundation was created, Plant died on January 1, 2001. In March 2001, Smith presented a Foundation plan to Doran and Gay. Doran and Gay did not believe that Smith's Foundation plan conformed to Plant's wishes, and Doran did not adopt Smith's plan.
¶ 11 Crista Ministries, a beneficiary under Plant's original Trust but not under the Amendment to the Trust, disputed the validity of the Amendment. Linth, who was entitled to a life estate to the entire Green Point property under the Amendment, as opposed to a life estate in only a portion of the Green Point property under the original Trust, sought to enforce the Amendment.
¶ 12 In 2001, Linth filed a Trust and Estate Dispute Resolution Act (TEDRA)
¶ 13 In 2005, Linth signed a Nonjudicial Dispute Resolution Agreement (NDRA) to resolve the TEDRA action.
¶ 14 In 2009, Linth, in her individual capacity as a beneficiary, filed a legal malpractice against Gay. Gay moved for summary judgment against Linth, arguing that he did not owe a duty to Linth because she was not his client. The superior court found that Gay did not have a duty to Linth as a nonclient
¶ 15 Linth argues that the superior court erred by granting Gay's motion for summary judgment because genuine issues of material fact exist about whether Gay owed her a duty as primary beneficiary of the Trust. We disagree.
¶ 16 We review a superior court's order granting summary judgment de novo. Clark County Fire Dist. No. 5 v. Bullivant Houser Bailey P.C., 180 Wn.App. 689, 698-99, 324 P.3d 743, review denied, 181 Wn.2d 1008, 335 P.3d 941 (2014). Further, we engage in the same inquiry as the superior court and our review is limited to the precise record before the superior court. RAP 9.12; Vernon v. Aacres Allvest, LLC, 183 Wn.App. 422, 436, 333 P.3d 534 (2014). We resolve all factual disputes and reasonable inferences in favor of the nonmoving party. Clark County Fire, 180 Wash.App. at 698, 324 P.3d 743. "[I]ssues of law are not resolved in either party's favor, but are reviewed de novo." Rice v. Dow Chem. Co., 124 Wn.2d 205, 208, 875 P.2d 1213 (1994). "Summary judgment is appropriate where there is no genuine issue of material fact and the moving party is entitled to judgment as a matter of law." Clark County Fire, 180 Wash.App. at 698, 324 P.3d 743.
¶ 17 "[A] defendant is entitled to summary judgment if (1) the defendant shows the absence of evidence to support the plaintiff's case" and (2) the plaintiff fails to demonstrate a genuine issue of fact on an element essential to the plaintiff's case. Clark County, 180 Wash.App. at 699, 324 P.3d 743. "The nonmoving party may not rely on mere allegations, denials, opinions, or conclusory statements" to show a genuine issue of fact on an essential element. Parks v. Fink, 173 Wn.App. 366, 374, 293 P.3d 1275, review denied, 177 Wn.2d 1025, 309 P.3d 504 (2013). If the nonmoving party fails to demonstrate the existence of an essential element, then the court should grant summary judgment. Washington Fed. Sav. & Loan Ass'n v. McNaughton, 181 Wn.App. 281, 297, 325 P.3d 383, review denied, 181 Wn.2d 1011, 335 P.3d 940 (2014). We may affirm on any grounds established by the pleadings and supported by the record. Lane v. Skamania County, 164 Wn.App. 490, 497, 265 P.3d 156 (2011).
¶ 18 A legal malpractice claim requires:
"(1) [t]he existence of an attorney-client relationship which gives rise to a duty of care on the part of the attorney to the client; (2) an act or omission by the attorney in breach of the duty of care; (3) damage to the client; and (4) proximate causation between the attorney's breach of the duty and the damage incurred."
Parks, 173 Wash.App. at 376, 293 P.3d 1275 (quoting Hizey v. Carpenter, 119 Wn.2d 251, 260-61, 830 P.2d 646 (1992)).
¶ 19 Linth contends that Gay owed her a duty as beneficiary of the Trust. Specifically, Linth claims that Gay owed her a duty during two distinct periods. First, Linth claims that Gay owed her a duty before Plant's death, when he negligently prepared and executed Plant's estate planning documents, including the Trust and the Amendment to the Trust. Second, Linth claims that Gay owed her a duty after Plant's death, when he negligently represented Doran as personal representative and trustee. We disagree.
¶ 20 A threshold question in negligence claims is whether, as a matter of law, the defendant owed the plaintiff a duty of care. Mita v. Guardsmark, LLC, 182 Wn.App. 76, 83, 328 P.3d 962 (2014). Generally, only an attorney's client may bring an attorney malpractice claim. Parks, 173 Wash. App. at 377, 293 P.3d 1275. However, in limited circumstances, an attorney may owe a nonclient a duty. Id. Whether an attorney owes a nonclient beneficiary a duty is a question of law. Id.
¶ 21 Linth claims that Gay negligently failed to competently draft Plant's estate and trust plans by failing to include the missing attachment to the Amendment to the Trust before Plant died. The question here is whether Gay, as Plant's estate attorney, owed Linth, as a beneficiary, a duty to properly execute the Trust documents, including a duty to ensure that the Amendment was complete.
¶ 22 Division One of our court addressed an issue similar to the one here and held that an attorney does not owe a duty of care to the prospective beneficiary of a client's estate to promptly execute a will. Id. at 368, 293 P.3d 1275. In Parks, the testator, without witnesses or a notary, signed a draft of a second will, which designated the plaintiff as a beneficiary. Id. at 369, 293 P.3d 1275. The attorney did not promptly obtain two witnesses for the testator's signature as required by statute for a valid will. Id. at 370, 293 P.3d 1275. When the attorney finally attempted to have the testator properly execute the second will, the testator was physically unable to do so. Id. at 369-70, 293 P.3d 1275. In the probate proceedings, the plaintiff submitted declarations stating that the testator wanted the plaintiff to be the primary beneficiary of his estate. Id. at 371-73, 293 P.3d 1275. Ultimately, the original will, with no provisions for the plaintiff, was administered over the plaintiff's objections. Id. at 373, 293 P.3d 1275. The plaintiff brought a legal malpractice action against the attorney who prepared the will, arguing that the attorney owed him a duty to promptly execute the second will that named him beneficiary. Id. at 367-68, 293 P.3d 1275. The plaintiff argued that he was deprived of his entitlement to the testator's property because of the attorney's failure to properly execute the testator's will. Id. at 373, 293 P.3d 1275. The Parks court held that to impose a duty to prospective beneficiaries to promptly execute a will "would severely compromise the attorney's duty of undivided loyalty to the client and impose an untenable burden on the attorney-client relationship." Id. at 368, 293 P.3d 1275. As the Parks court held:
Id. at 387-88, 293 P.3d 1275 (quoting Krawczyk v. Stingle, 208 Conn. 239, 246-47, 543 A.2d 733 (1988)).
¶ 23 Linth argues that Parks does not apply here because Parks was concerned about compromising the attorney's loyalty to the client. Linth claims that there was no need for Gay to be concerned about encouraging or influencing Plant because "by every account, she was deeply loved by [Plant] for many different reasons." Br. of Appellant (Linth) at 24. However,
Parks, 173 Wash.App. at 388, 293 P.3d 1275 (quoting Sisson v. Jankowski, 148 N.H. 503, 509, 809 A.2d 1265 (2002)). Linth fails to explain, or offer authority for, her assertion that Parks does not apply because Plant wanted to provide for her.
¶ 24 The circumstances here closely parallel those in Parks.
¶ 25 Linth relies on In re the Matter of the Guardianship of Karan, 110 Wn.App. 76, 38 P.3d 396 (2002), to support her claim that Gay owed her a duty despite the absence of an attorney-client relationship. However, Karan is factually and legally distinguishable from the present case.
¶ 26 In Karan, a three-year-old child's mother hired an attorney to establish a guardianship for her child's estate, which consisted of the child's father's life insurance proceeds. Id. at 79, 38 P.3d 396. The mother eventually depleted the estate. Id. The guardian of the child brought a legal malpractice claim against the mother's attorney, claiming that he failed to comply with the guardianship statute requirements. Id. at 79-80, 38 P.3d 396. The superior court granted the attorney-defendant's motion for summary judgment, finding that the defendant did not owe a duty of care to the nonclient beneficiary of the guardianship. Id. at 80, 38 P.3d 396.
¶ 27 Division Three of this court reversed, finding that under the unique circumstances of guardianship, the attorney owed a duty to the child. Id. at 79, 38 P.3d 396. The court in Karan held that while the court is concerned that imposing a duty to nonclient beneficiaries could "create an impossible ethical conflict for lawyers" because beneficiaries and the personal representative of an estate are often in an adversarial relationship, those concerns were inapplicable in the context of a guardianship. Id. at 86, 38 P.3d 396. The court held that "[t]he obligation to protect the interests of wards in a circumstance such as this does not put lawyers in an ethical bind." Id. The Karan court noted that the circumstances before it—"a legally incompetent infant ward" in a nonadversarial relationship—were factually distinguishable from the situation involving two competent adults. Id. at 84, 38 P.3d 396.
¶ 28 The policy concerns present in Karan are not present here because Linth and Plant were competent adults. Id. at 84, 38 P.3d 396. Accordingly, Karan's rationale is inapplicable.
¶ 29 Linth claims that Gay negligently represented Doran, as the personal representative and trustee, after Plant's death.
¶ 30 In Trask v. Butler, the court held that "a duty is not owed from an attorney hired by the personal representative of an estate to the estate or to the estate beneficiaries." 123 Wn.2d 835, 845, 872 P.2d 1080 (1994). The plaintiff in Trask was the successor personal representative and a beneficiary of his parents' estate. Id. at 839, 872 P.2d 1080. The plaintiff brought a legal malpractice claim, on his own behalf as a beneficiary, against the former personal representative's attorney, alleging that the attorney negligently advised the former personal representative. The Trask court noted:
In Stangland v. Brock, 109 Wn.2d 675, 747 P.2d 464 (1987), we acknowledged the right of an estate beneficiary to bring a cause of action against an attorney under the multi-factor balancing test. . . . In finding
Id. at 843, 872 P.2d 1080 (internal citations omitted).
¶ 31 Here, Linth has alternative methods to address her claims—methods that she has utilized. She can, and has, brought a complaint against the trustee and personal representative of the estate. Accordingly, the concerns expressed in Stangland and noted in Trask do not apply in this case.
¶ 32 In the absence of any authority that Gay owed her a duty or that Trask does not control this issue, Linth has not met her burden to establish that Gay owed her a duty as a nonclient beneficiary. Thus, because Linth has not met her burden to establish that Gay owed her a duty as a nonclient beneficiary, summary judgment in favor of Gay was appropriate.
¶ 33 A majority of the panel having determined that only the foregoing portion of the opinion will be printed in the Washington Appellate Reports and that the remainder shall be filed for public record in accordance with RCW 2.06.040, it is so ordered.
We concur: WORSWICK, P.J., and MAXA, J.