[WSBAPT] Social security number in will

[John J. Sullivan]

I've seen wills with numbers in them, but never prepared one or probated one. I like Tara's idea. 

John J. Sullivan

Sent from my iPad

> On May 22, 2017, at 5:31 PM, Tara M. Roberts <pugetsoundlaw at gmail.com> wrote:
> 
> 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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