[WSBAPT] Attaching a Ledger to a Will

[Brent Williams-Ruth]

Collective Minds Not Already On Holiday -

I have a client who wants to insert something along the lines of the
following:

*certain amounts may have been or will be gifted to the children from time
to time.  A ledger will be kept as part of the will and the distribution of
the estate may be adjusted pro rata based on outstanding balances due.*

I have concerns about this. I know that monetary distributions are not
permissible through the Personal Property Memorandum, but I fear for the
validity of a ledger that wouldn't have been properly executed, would it be
acceptable and valid if the ledger was kept by a disinterested third party?

Appreciate any guidance on this.

Thanks!

Brent

-- 

*Brent Williams-Ruth*
*Founding Member*

*BWR Consulting, PLLC*

Phone: (425) 830-5134

e-mail <brent at bwrconsults.com> / website <http://www.bwrconsults.com> /
facebook <http://www.facebook.com/bwrconsults>
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