[WSBAPT] Receipt and Waiver form - Trust Beneficiary

[Josh Grant]

Thanks Heather.
I don’t do a lot of trust work. 
Yes, I would appreciate receiving a sample  of your notice.

Josh

From: 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



3909 California Avenue SW

Seattle, WA 98116-3705                          

(206)938-5500 

heatherd at westseattlelaw.com 

www.westseattlelaw.com 

 

Click here to connect with de Vrieze | Carney on Facebook:   

 

CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.

 

From: 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>
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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