[WSBAPT] Name Issue

[Setareh Mahmoodi]

So if she does the legal name change now, are all of the *pre *dated legal
documents okay? Even though the name used wasn't legally correct at that
time?

For example, does she need to re-record a deed or have her Will or RLT
corrected (from 10-20 years ago) or mention anything about the name change
since those were pre-legally changed name? It would be a disaster to have
to change all of those as there are a ton!

I assume not, but would love to hear what others think.

I am thinking the easiest and least expensive fix is for her to just get
the legal name change done and correct it on her Social Security and leave
the rest of the documents as is.

Thanks,

Setareh

On Mon, May 15, 2017 at 8:43 AM, Martin Silver <msilver at wolfenet.com> wrote:

> My brother did this after college, he is now 73, but he finally did a name
> change to make sure no problem with SS and passport.  But for a long time
> even SS took his pseudonym and issued a new card just on his word.  But
> that was pre 9/11.  These days you cannot even make a cash deposit at BOA
> without showing ID unless the tellers know you really really really well,
> so get a legal name change.
>
> *From:* Setareh Mahmoodi <mahmoodi.setareh at gmail.com>
> *Sent:* Sunday, May 14, 2017 11:28 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Name Issue
>
> Hello,
>
> I have a client whose first name appears as "Shirley" on her birth
> certificate and social security card. She decided to change the spelling
> (on her own, not legally) post middle school, so everything else is spelled
> as "Shirlee" i.e. driver's license, wedding license, bank accounts, deeds,
> properties, and all estate planning documents.
>
> Will this be an issue? If so what needs to be done to correct it? A legal
> name change? Has anyone dealt with such an issue before?
>
> Thanks,
>
> Setareh
>
> --
>
> *Best regards, *
>
>
> *Setareh Mahmoodi *
>
> *Attorney at Law *
>
> *18222 104th Ave NE, Suite 103*
>
> *Bothell, WA 98011*
>
> *Phone: 425-806-1500 <(425)%20806-1500>*
>
>
> *Cell: 206-683-1006 <(206)%20683-1006> *
>
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>
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-- 

*Best regards, *


*Setareh Mahmoodi *

*Attorney at Law *

*18222 104th Ave NE, Suite 103*

*Bothell, WA 98011*

*Phone: 425-806-1500*


*Cell: 206-683-1006 *

*Fax: 425-489-4142 (Please email documents if at all possible) *

*Website: **http://www.lawofficesofsm.com/ <http://www.lawofficesofsm.com/>*


*CONFIDENTIALITY NOTICE:* This email message and any attachments is a
transmission from the law firm and is intended for the recipient only.  It
may contain information that is confidential and legally protected by the
attorney-client, work product and/or other privileges.  If you are not the
designated or intended recipient, please destroy the message without
disclosing any of its contents and notify us immediately by reply email or
by calling (425) 806-1500.

Pursuant to U.S. Treasury Department Regulations, we are now required to
advise you that, unless otherwise expressly indicated, any federal tax
advice contained in this communication, including attachments and
enclosures, is not intended or written to be used, and may not be used, for
the purpose of (i) avoiding tax-related penalties under the Internal
Revenue Code or (ii) promoting, marketing or recommending to another party
any tax-related matters addressed herein.
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