[WSBAPT] Trustee's notification under RCW 11.98.072

[Valerie Ohlstrom]

Please answer to the list!

 

Very Truly Yours,

 

Val

 

Valerie O. Ohlstrom

 

Ohlstrom Law Office

 <mailto:vohlstrom at comcast.net> valerie at ohlstromlaw.com

 <http://www.ohlstromlaw.com/> www.ohlstromlaw.com

(425) 881-5251

 

 

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lovie Bernardi
Sent: Friday, April 17, 2015 3:58 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Trustee's notification under RCW 11.98.072

 

Dear listmates:

 

I have my first probate with a testamentary trust. The PR and the trustee
for the trust are the same person. I am preparing to send out a letter to
the beneficiaries with the Notice of Appointment and will. At the same time
I also wish to fulfill the notice requirement of RCW 11.98.072, giving
notice of the existence of the trust, identity of trustor, trustee name and
contact information and the right to request information. Does anyone have a
form they use for this purpose, or are you simply including those details in
a letter? It seems to me it would cleaner to do a form that is referenced in
the letter. I would greatly appreciate any forms you are willing to share.
Thanks and enjoy the lovely weekend!

 

Lovie Bernardi

Attorney at Law

Seligmann & Flaherty, PLLC

216 First AVE S, #450

Seattle, WA  98104

(206) 682-2616

 

lovie at sbfirm.com <mailto:joni at sbfirm.com> 

http://sbfirm.com <http://sbfirm.com/> 

 

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