[WSBAPT] TOD alternate beneficiary?

Wed Apr 8 15:47:26 PDT 2020

Here's an article that came out in the RPPT Newsletter in 2014, which states you CAN provide for an alternate beneficiary, and includes a sample deed with an alternate beneficiary. I don't know what authority the author of the article relied upon to conclude there can be an alternate beneficiary.

Lovie

Lovie L. Bernardi
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
Sent: Wednesday, April 08, 2020 3:13 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] TOD alternate beneficiary?

Naming an alternate beneficiary is not contemplated under the law. It will not have any effect, and I might even worry that it would cause the initial designation of the primary beneficiary to fail. This is what Wills are for.

Heather

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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 Sara D. Longley
Sent: Wednesday, April 08, 2020 1:46 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] TOD alternate beneficiary?

Hello listmates,

I have prepared a few Transfer on Death Deeds, but this is my first where the Grantor is requesting that we include an alternate beneficiary.  In reviewing the statute it appears that there is no provision for naming an alternate, non-concurrent beneficiary.

If I include alternate beneficiary language in the deed will it have any effect?

Thanks for your wisdom, and stay safe!

Sara Longley

Sara D. Longley
Ivy Law Group, PLLC
1734 NW Market Street
Phone: (206) 706-2909
Fax: (206) 834-6044
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Pronouns: she, her, hers

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