[WSBAPT] Non-probate for a not so small estate

[Heather deVrieze]

Why not a small estate affidavit? If all other assets are not “subject to probate” because of the community property agreement, then the SEA is a reasonable tool. Technically the check shouldn’t be subject to probate either, but sometimes easier to jump through their hoops than to fight.

Heather

Heather S. de Vrieze
Attorney-at-Law
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3909 California Avenue SW
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www.westseattlelaw.com<http://www.westseattlelaw.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Josh Grant
Sent: Tuesday, June 12, 2018 4:29 PM
To: wanaela at mycommunities.naela.org; wsbar trust <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Non-probate for a not so small estate

I have a surviving spouse with 3 houses, all of which we are clearing up title with the use of a CPA and a affidavit to clear title non-probate.
She just received a $5000 reimbursement for assisted living home made out to husband.  The won’t cut a check to her unless letters Testamentary are issued or a small estate affidavit.  The three houses, even considering undivided one-half value are way over $100,000.

Anyone able to show authorities for making them re-issue check based on CPA?
thanks
Josh
Joshua F. Grant
[advocates]
P. O. Box 619
Wilbur, WA 99185
509 647 5578
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