[WSBAPT] Notice to Will , Trust beneficiaries

[Susan Donahue]

Ok.  I agree.  I was thinking “notice” and “contacting” were the same thing.   But I think you are saying that “notice” of the commencement of probate goes to the wife and niece.  Then, the niece has the obligation to contact all the trust beneficiaries.  I agree with this.  

 

Susan 

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Friday, April 03, 2020 12:23 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Notice to Will , Trust beneficiaries

 

In this case, Wife and Nice as trustee should get notice – not all decedent’s nieces and nephews.  Trustee has obligation to contract trust beneficiaries regarding existence of trust – 

 

Good luck.

 

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of michael at westseattleattorney.com <mailto:michael at westseattleattorney.com> 
Sent: Friday, April 3, 2020 11:54 AM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] Notice to Will , Trust beneficiaries

 

 

Does PR give notice to Will beneficiaries and heirs and also to trust beneficiaries? What if the Trust beneficiaries are not specifically named, do you just give notice to the Trustee? 

 

Here are facts: Will bequeaths the estate one half to the Wife and one half to a Trust - no children.  Wife is PR and a niece is the Trustee. 

The Trust says the Trust beneficiaries are "any descendant's of maternal and paternal grandparents".  ... to pay for education costs only. 

His grandparents had several children and his brothers and sisters had several children. The decedent had no children. Who does the notice go to? 

Or do I need to find all of the descendants of his grandparents and provide them notices?

 

Thanks

 

Mike

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