[WSBAPT] Non-Probate Notice to Creditors

[Mark Vohr]

Joe - There are two ways to handle this situation - at least in my opinion.  (1) File notice/non-probate notice or (2) very clearly document that you have recommended filing notice to creditors and that your client has instructed you not to do it.

Regards,

Mark

Mark C. Vohr
Ohana Fiduciary Corp.
Ohana Financial Services
A Washington Trust Company
Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com      www.ohanafc.com

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Joe Pew
Sent: Monday, July 22, 2019 2:57 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Non-Probate Notice to Creditors

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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