[WSBAPT] Mutual Wills

[Diane J. Kiepe]

Jenny,

In my 15 years I have done mutual wills/contract to will only 2 times because my client’s on the one hand, didn’t want the complexity of a trust after the death of the first to die and trusted their partner, but not so much trust as to leave outright apparently.  Of course I don’t know your facts.

I am not sure that I would do that again – the reality is, what good are mutual wills if survivor goes rogue?  Where is the potential recourse?  If it is blended family I suggest giving something to the branch side that looses the first parent right then and there – hope the mutual Wills plan is carried out but if it isn’t the kids something – does that make sense?

Best,


Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jenny Ling
Sent: Thursday, April 9, 2020 1:23 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Mutual Wills

Dear Esteemed Colleagues,

I have a couple who is considering a mutual will. Would anyone be willing to share thoughts (Pros/cons) and/or the appropriate language that would need to be incorporated?

Stay Safe. Stay Healthy.

Kind Regards,

Jenny Ling, Esq.
Attorney and Counselor at Law

[cid:image001.jpg at 01D60E8C.67A894C0]
14900 Interurban Ave. S., Ste 280 | Seattle, WA 98168
11900 NE 1st St., Bldg. G - Ste. 300 |  Bellevue, WA 98005
P: (206) 859-5098 ext. 131 | E: jenny at jennylinglaw.com
<mailto:jenny at jennylinglaw.com>www.jennylinglaw.com<http://www.jennylinglaw.com>| facebook.com/jennylinglaw/<http://www.facebook.com/jennylinglaw/>| Instagram: @jennylinglaw



This communication, including attachments, may contain information that is confidential and protected by the attorney/client or other privileges. It constitutes non-public information intended to be conveyed only to the designated recipient(s). If the reader or recipient of this communication is not the intended recipient, an employee or agent of the intended recipient who is responsible for delivering it to the intended recipient, or you believe that you have received this communication in error, please notify the sender immediately by return e-mail and promptly delete this e-mail, including attachments without reading or saving them in any manner. The unauthorized use, dissemination, distribution, or reproduction of this e-mail, including attachments, is prohibited and may be unlawful. Receipt by anyone other than the intended recipient(s) is not a waiver of any attorney/client or other privilege.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200409/f7b17e68/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 6047 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200409/f7b17e68/image001.jpg>