[WSBAPT] Social security number in will

[Tara M. Roberts]

I'd be hesitant to actually alter the original in any way, although my
outlook on the sanctity of original wills leans toward the over-zealous.

 

Perhaps you could file the original as a sealed document under a Sealed
Financial Info Coversheet.  And then also file (not under seal) a duplicate
copy of the Will that has been redacted?

 

The commissioner might have an opinion or suggestion.

 

I never include personal identifiers in the wills that I prepare, but I've
seen lots of wills that include SSNs and birthdates, not just of the
testator, but also of the named heirs.  This is bound to start coming up
more often now that court records are accessible on the internet, so please
share what you find out / end up doing.

 

Tara M. Roberts

Puget Sound Law pllc

roberts at pugetsoundlaw.com <mailto:roberts at pugetsoundlaw.com> 

 

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lovie Bernardi
Sent: Monday, May 22, 2017 5:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Social security number in will

 

Dear listmates,

 

This is a new one for me. I am about to open a probate. The will includes
the decedent's full social security number. My thought: I get the will
stamped by the clerk, present my petition to the court with the will and ask
permission of the commissioner to take a sharpie and black out the social
security number before I file the will. Any other thoughts?

 

Lovie L. Bernardi

Flaherty & Bernardi, PLLC

3600 15th Avenue West #205

Seattle, WA  98119

(206) 682-2616

 

lovie at fb-lawfirm.com <mailto:joni at sbfirm.com> 

http://fb-lawfirm.com <http://sbfirm.com/> 

 

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