[WSBAPT] Receipt and Waiver form - Trust Beneficiary

[Bryce Dille]

I send the check with the accounting with instructions that negotiating the check is acceptance of accounting and distribution and also ask to sign a receipt of heir or beneficiary as the case may be. I've never had a case where they signed the check and then complained later on about the accounting or any other issue with the administration of trust or probate. The only time I wouldn't do this is if there has been friction among the heirs and the PR or trustee up to that point.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Heather deVrieze
Sent: Tuesday, April 11, 2017 3:05 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Receipt and Waiver form - Trust Beneficiary

Am I to understand you want a form for them to sign a receipt and waiver before they actually receive their check?

I would not sign such a form, and don't ask beneficiaries to do so either. Instead I send an estate summary with an explanation of the financials of the estate administration - not a full accounting, but a one or two page summary. I include the necessary notice so that 30 days after sending we can distribute and close anyway, BUT, if everyone signs and sends back their acceptance/approval of the summary and proposed distribution, we can make distributions earlier.

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D013C2.30F35160]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Josh Grant
Sent: Tuesday, April 11, 2017 2:37 PM
To: wsbar trust <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Receipt and Waiver form - Trust Beneficiary

I think someone posted this form a long time ago.
What I need is a form to send following distribution of the final proceeds to a testamentary trust beneficiary.  Similar to one we use in closing an estate which would include a waiver of claims and a waiver of request for an accounting.  We would send a copy of the settlement check along with the form to be returned.
Could someone share a form they use?

Joshua F. Grant, PS
Attorney at Law
P. O. Box 619
Wilbur, WA 99185
tel 509 647 5578
fax 509 647 2734
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