[WSBAPT] Pleadings to establish UTMA

Candace Wilkerson cwilkerson at wongfleming.com
Fri Oct 12 09:54:46 PDT 2018


Dalynne, if you can't find anything else, I suggest using the templates for minor settlement:

https://www.kingcounty.gov/courts/superior-court/ex-parte-probate/minor-settlement-forms.aspx

Candace Wilkerson



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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Dalynne Singleton
Sent: Monday, October 08, 2018 2:16 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Pleadings to establish UTMA

I have my first Order to establish an UTMA account.  The monies are from an estate to a minor and the court approved the UTMA and custodian today.
As administrator of the estate, I was ordered to open the UTMA blocked account in the name of the custodian (grandma of minor).
I've reviewed RCW 11.114 and it is clear as mud.

Does anyone have samples of pleadings to establish and file the UTMA documents or where I can obtain information to direct me on opening the case "4" at King County Superior Court for filing of receipt of funds into blocked account establishing the UTMA?  Thank you.

Dalynne Singleton

Gourley Law Group
Snohomish Escrow
The Exchange Connection
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Snohomish, WA 98291

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dalynne at glgmail.com<mailto:dalynne at glgmail.com>

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