[WSBAPT] Assets titled in RLT - missing trust doc

[Ashley Raymond]

Decedent has a variable annuity. The owner is listed as his revocable
living trust. He has his son and daughter listed as beneficiaries. However,
there does not appear to be a revocable living trust. He executed his last
will and testament on February 25, 2010. It looks like this annuity was
issued March 29, 2010.

I spoke to the attorney who drafted his will, and they confirmed there was
no Revocable Living Trust.

The insurance company is saying they will not release the funds to the
benes until they see a copy of the trust agreement, showing that PR
(daughter) is listed as the successor trustee. Shouldn't insurance company
already have received a copy of the trust or certificate of trust before
listing the trust as owner?

Any suggestions appreciated.


*Ashley Raymond, J.D., LL.M.*
Ashley Raymond, PLLC
707 S. Grady Way, Suite 600
Renton, WA 98057
Ph: 425-496-7495 | Fax: 425-406-6331
ashley at ashleyraymondlaw.com

Bellevue Office:
110 110th Ave NE, Suite 100
Bellevue, WA 98004

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