[WSBAPT] basic guidance for next of kin

Paul Neumiller pneumiller at hotmail.com
Fri Jul 10 10:15:37 PDT 2015


See attachment, especially pages 1 to 27.

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Zach Hansen
Sent: Friday, July 10, 2015 9:33 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] basic guidance for next of kin

 

Good Morning,

 

My experience in probate issues is very minimal.  My legal assistant's
mother passed away last Saturday.  The mother received social security
payments, which may have been deposited near the time of death.  The mother
had minimal assets.

 

What is the best way to notify Social Security Administration?  Any other
steps my legal assistant should take?

 

Thank you in advance.

 

Zach J. Hansen

Attorney

SPENCER LAW FIRM, PLLC

1326 Tacoma Avenue South, Suite 200

Tacoma, Washington 98402

P 253 383 2770

F 253 572 4207

zhansen at spencer-lawfirm.com <mailto:zhansen at spencer-lawfirm.com> 

 

CONFIDENTIALITY NOTICE

This e-mail transmission and the documents accompanying it may contain
confidential information belonging to the sender which is protected by the
attorney-client privilege or other grounds for confidentiality or
non-disclosure.  The information is intended only for the use of the
individual(s) named above.  If you are not the intended recipient, you are
hereby notified that any disclosure, copying, distributing, or the taking of
action in reliance on the contents of this information is strictly
prohibited.  If you have received this transmission in error, please
immediately notify us by telephone to arrange for return of the documents.

If there are any problems with this e-mail please call 253.383.2770 or
800.794.4548.

 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150710/07856745/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Initial - EPC-fiduciary-handbook-3pdf.pdf
Type: application/pdf
Size: 190974 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150710/07856745/Initial-EPC-fiduciary-handbook-3pdf.pdf>


More information about the WSBAPT mailing list