[WSBAPT] Social security number in will

[Brandyn Miller]

I had this same situation last year.  I petitioned the court for an order to
seal the original, then redacted a copy and filed it with the clerk.  That
worked well.  One thing I learned was that a separate motion and order was
necessary to seal the document, rather than only including that language in
my standard petition and order. (And of course you will need the cover sheet
for sealed confidential documents.)

I hope it goes well for you!


Brandyn D. Miller
Counselor at Law
206-633-4114
brandyndmiller at comcast.net                        
221 NW 48th St.                                  
Seattle, WA 98107                                 

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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of John J. Sullivan
Sent: Monday, May 22, 2017 5:58 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Social security number in will

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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