[WSBAPT] Sample Heir Location Letter

Brent Williams-Ruth brent at williams-ruthlaw.com
Sat Oct 26 14:20:06 PDT 2019


Hello List - 

After consulting with a genealogist (thanks for that referral) I have an address to someone who we believe to be a non-family beneficiary. Given the climate of scams and fraud - I’m curious as to verbiage to send seeking verification that this person (who is not family) is the person that knew our decedent. 

Obviously, we don’t want someone to claim a distribution that is not the intended. Nor do we want someone to toss the letter thinking it’s a scam. 

Appreciate any advice!

Brent Williams-Ruth 
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Office/Scheduling Phone: (425) 830-5134

Direct Mobile: (206) 889-7919

e-mail / website / facebook / 

As of July 1, 2019 - I began operating as the Law Offices of Brent Williams-Ruth a division of BWR Consulting, PLLC. Please note the new points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com 
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