[WSBAPT] Non-Probate Notice to Creditors

Joe Pew joe at scarfflaw.com
Mon Jul 22 14:56:31 PDT 2019


Hello Listmates,

Periodically we encounter potential probate clients who do not need or want to open a probate.  Often the decedent is a spouse and the couple executed a community property agreement.  Or, the couple used a revocable living trust to hold their assets.  I'm curious about if/how you handle notices to creditors in those situations.  The Non-Probate Notice to Creditors requires the appointment of a Notice Agent, which itself requires paying a filing fee and filing a declaration and oath with the court clerk.  While this is not overly onerous, it is still additional legal work and seems to defeat some of the "avoiding probate" purpose of the community property agreement or revocable trust.

I'm curious about how you handle these types of situations.  Do you always file/publish a Non-Probate Notice to Creditors?  Never?  If only sometimes, what criteria do you use to determine whether to do so?

Thanks,

Joe


Joseph N. Pew, V, Esq.
Scarff Law Firm, PLLC
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Mercer Island, WA 98040
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