[WSBAPT] referral needed

Bob Pittman bob at bobpittman.com
Tue Nov 10 12:47:31 PST 2015


And the rest of us all learn too!
-Bob

Law Office of Robert C. Pittman
www.bobpittman.com
1019 Regents Blvd., Suite 201
Fircrest, WA 98466
253-471-9779
(licensed in Washington State and in Alaska)

On Tue, Nov 10, 2015 at 12:33 PM, Kate Szurek <kate at skagitlaw.com> wrote:

> May I say, I love this listserv.
>
>
>
> Thank you, Amy!!  And thank you to all who sent me names as well.
>
>
>
> Kate
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [mailto:
> wsbapt-bounces at lists.wsbarppt.com] *On Behalf Of *Lewis, Amy C.
> *Sent:* Tuesday, November 10, 2015 11:30 AM
> *To:* WSBA Probate & Trust Listserv
> *Subject:* Re: [WSBAPT] referral needed
>
>
>
> Kate,
>
>
>
>                 I recently had a similar issue arise in California.  The
> title company told me about a “Heggstad Petition,” which is supposed to be
> quicker and less expensive than an ancillary probate.  Here is the
> information they sent me:
>
>
>
> http://legaldocspro.net/blog/heggstad-petitions-in-california/
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>
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> Amy C. Lewis, Attorney
>
> ESTATE PLANNING & PROBATE
>
> 1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402
> phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [mailto:
> wsbapt-bounces at lists.wsbarppt.com] *On Behalf Of *Kate Szurek
> *Sent:* Tuesday, November 10, 2015 11:22 AM
> *To:* WSBA Probate & Trust Listserv
> *Subject:* [WSBAPT] referral needed
>
>
>
> My law partner’s elderly estate planning clients died (yes, both husband
> and wife, close in time to one another) after their estate plan was
> finalized but before they were able to complete the transfer into their RLT
> of their California real estate – located in Indio, Riverside County.  We
> are therefore looking for California counsel, ideally in Riverside County,
> who can assist with an ancillary probate.
>
>
>
> Recommendations?
>
>
>
> Thanks, as always.
>
>
>
> Kate
>
>
>
> [image: SkagitLaw_Signature (2)]
>
> *Kate Szurek*, J.D., LL.M.
>
> P.O. Box 336 / 227 Freeway Drive, Suite B
>
> Mount Vernon, WA  98273
>
> 360.336.1000
>
> 360.336.6690 (fax)
>
> kate at skagitlaw.com
>
> http://www.skagitlaw.com
>
>
>
>
>
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