[WSBAPT] Small Estate Affidavit and Retirement

Wed Mar 6 13:13:49 PST 2019

Thank you Candace! The value is only $8,000, so probate seems crazy.

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
Mail: P.O. Box 29453
Bellingham, WA 98228
jamia at jamiaburnslaw.com
www.jamiaburnslaw.com

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On Wed, Mar 6, 2019 at 1:03 PM Candace Wilkerson <cwilkerson at wongfleming.com>
wrote:

> I had to open a probate for this situation, years ago, but if anyone does
> have a way to get around it please share with me too!
>
>
>
> Thanks,
>
> Candace Wilkerson
>
>
>
> Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
>
> Candace Wilkerson*  |* Senior Associate  *|  *Wong Fleming
>
> 10675 Willows Road NE, Suite 250  *| * Redmond, WA 98052
> Phone: 425.869.4040  *|*  Fax: 425.869.4050
> cwilkerson at wongfleming.com
>
>
>
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Jamia Burns
> *Sent:* Wednesday, March 6, 2019 12:42 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Small Estate Affidavit and Retirement
>
>
>
> Potential client's spouse died. She was not listed on his Boeing
> Retirement as a beneficiary. Boeing will accept a Small Estate Affidavit,
> but they are demanding an EIN for the Estate. The online form at IRS.gov
> requires that probate has been opened to get the EIN for the Estate. Even
> if we get an EIN, then they will write the check to the "Estate of
> decedent" and surviving spouse will not be able to cash it. Any advice
> greatly appreciated!
>
>
>
> Jamia S. Burns
> Attorney at Law
> (360) 739-6379
>
> Office: 1200 Dupont St., Suite 1-D
>
> Bellingham, WA 98225 (By Appointment Only)
>
> Mail: P.O. Box 29453
>
> Bellingham, WA 98228
>
> jamia at jamiaburnslaw.com
>
> www.jamiaburnslaw.com
>
>
>
> NOTICE: This e-mail may contain confidential or privileged material and is
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