[WSBAPT] Non-probate accounts search?

[Erin Fairley]

Searching for a company that will search for non-probate accounts.  Any
recommendations?  


Erin M. Fairley, Attorney
121 Lakeside Avenue, Suite 108
Seattle, WA 98122
mailto:efairley at advocateslg.com
Phone: (206)-535-7929; Cell:  (206) 353-4625
http://www.advocateslg.com <http://www.advocateslg.com/> 



 




The information contained in this e-mail message may be privileged,
confidential and protected from disclosure. If you are not the intended
recipient, any use, distribution or copying of this e-mail message or any
attachment to it is strictly prohibited. If you have received this e-mail
message in error, please notify the sender via e-mail or telephone at
(206)353-4625, do not read the contents and delete the original message
from your electronic files. No waiver of the attorney-client privilege or
the work product privilege is intended if this e-mail is sent to an
unintended or an unauthorized recipient.
  
-- 


From: "G. Benjamin Lindsey III (Gus)" <lindsey3 at gbl3law.com>
Reply-To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Date: Wednesday, August 6, 2014 at 6:59 AM
To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Subject: RE: [WSBAPT] Minor Beneficiary of Life Insurance



In a very similar situation here in Snohomish County I was able to get an
order appointing the father as the financial custodian for the funds that
have been left to his minor child. (The funds were left by the child’s
grandmother.) As in your case, the insurance company insisted that a
guardianship was needed; however they release the funds to after receiving
a certified copy of the order. I drafted a short petition citing RCW
11.114, a declaration from my client (which included the plan to place the
funds in a locked account, how the account would be titled, fiduciary
duties, etc.) and a proposed order. 

 

Although I’d been warned that the Court may require a guardianship, in
this case the judge did not have any issues with a financial
custodianship. 

 

 

Sincerely,

 

G. (Gus) Benjamin Lindsey III

Attorney-at-Law

 

 

The Law Office of G. Benjamin Lindsey III

2012 Grade Road, Suite 202

Lake Stevens, WA 98258

Phone:   (425) 263-9585

 

website:  <http://www.gbl3law.com/> www.gbl3law.com

 

Business Law     Employment Law     Construction Law     Civil Litigation
Estate Planning      Labor Law     

 

CONFIDENTIALITY NOTE: This e-mail message contains information belonging
to The Law Office of G. Benjamin Lindsey III, which may be privileged,
confidential and/or protected from disclosure.  The information is
intended only for the use of the individual or entity named above.  If you
think that you have received this message in error, please contact the
sender.  If you are not the intended recipient, any dissemination,
distribution or copying is strictly prohibited

 

 

 

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Rebecca King
Sent: Tuesday, August 05, 2014 4:42 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Minor Beneficiary of Life Insurance

 

Good afternoon,

 

A friend’s 12 year old daughter was named the beneficiary on a $20,000
life insurance policy.  There was no mention of UTMA or a custodian for
the funds.  The 12 year old was simply listed as the beneficiary.  The
insurance company is telling my friend that she has to get letters of
guardianship to access the funds.  Is there any other way to get the funds
other than guardianship?  And, if not, would this require a guardianship
petition under RCW 11.88 complete with a GAL appointment?

 

Thanks in advance!

Rebecca King

Associate Attorney

 

Northwest Elder Law Group

11300 Roosevelt Way NE, Suite 101

Seattle, WA 98125

(206) 937-6102

Fax (206) 830-9326

 

Providing Services in Elder Law

 

CONFIDENTIALITY NOTICE: This e-mail message, including any attachments, is
for the sole use of the intended recipient(s) and may contain confidential
and privileged information protected by law. Any unauthorized review, use,
disclosure or distribution is prohibited. If you are not the intended
recipient, please contact the sender by reply e-mail and destroy all
copies of the original message.

 

=======================

- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

=======================


- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

=======================


- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 43704 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20140813/ebee4580/winmail.dat>