[WSBAPT] Social security number in will

Tue May 23 19:22:34 PDT 2017

Brandyn,

Did you bring your motion to seal the will first, file the sealed will  and redacted copy and then return to ex parte to file your probate petition or did you present the motion and petition all at once?  Would you mind sharing your motion? I had planned on including the motion to seal in my probate petition after talking to ex parte via the clerk, so thank you for replying to my query.

Lovie

Sent from my iPhone

> On May 23, 2017, at 5:48 PM, Brandyn Miller <brandyndmiller at comcast.net> wrote:
> 
> 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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