[WSBAPT] Language for Beneficiary Designation

[James W. Spencer]

Greetings Hivemind:

Happy Friday afternoon. I hope everyone has a great weekend ahead of you.

For you estate planners out there, what language would you propose to a client that 1) doesn't want to name specific beneficiaries of their nonprobate assets because 2) they may already have a complex plan in place through their will that would be difficult to replicate in the beneficiary designation itself, but 3) they don't want the assets to simply go to "the estate" for any variety of reasons.

My boss and I were hypothecating on this. Would something to the effect of "In accordance with the distributive provisions of my Last Will and Testament, provided however that this asset shall not be estate property for purposes of administration." Sounds clunky. Does anyone else provide guidance to clients on this type of a designation? What language would you propose?

Thanks,
James

James W. Spencer
Attorney at Law
Brothers & Henderson, P.S.
2722 Eastlake Avenue East, Suite 200
Seattle, Washington 98102
Phone: (206) 324-4300 x106
Fax: (206) 324-3106
e-mail:  jamess at brothershenderson.com<mailto:jamess at brothershenderson.com>
www.brothershenderson.com<http://www.brothershenderson.com/>
pronouns: he/him/his

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