[WSBAPT] Non-probate Notice to Creditors

[Sara D. Longley]

Thank you!  I appreciate it and my colleague will as well. 

 

I don't mean to second guess, but in your case would the kids (assuming they
are heirs at law) be entitled to any notice in that capacity?

 

Sara

 



Sara D. Longley, J.D., LL.M.

 

LONGLEY LAW PLLC 

1734 NW Market Street

Seattle, WA 98107

 <tel:%28206%29%20434-5644> (206) 434-5644

 <mailto:Sara at longley-law.pro> Sara at Longley-law.pro

 <http://www.longley-law.pro/> www.longley-law.pro

Pronouns: she, her, hers

 

ATTENTION CLIENTS: I am in the process of merging my law firm into Ivy Law
Group, PLLC.  Over the next few months my web site will redirect to
www.ivylawgroup.com <http://www.ivylawgroup.com/>  and I will begin emailing
from Sara at ivylawgroup.com <mailto:Sara at ivylawgroup.com> .  My existing email
address and telephone number will continue to function and my physical
office location will not change.  I look forward to serving you in the
coming years.

 

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of John J. Sullivan,
Esq.
Sent: Thursday, January 30, 2020 8:50 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Non-probate Notice to Creditors

 

Sarah: 

 

I just filed one yesterday and will share the forms when I get into the
office in about an hour. 

 

Learned something interesting. An amendment to the RLT a few years ago cuts
out all the children and leaves the very modest estate to a charitable
organization. We have to send the statutory trust notice letter to the
charity but unlike in probate do not have to notify any heirs because they
are not qualified beneficiaries of the RLT.

John J. Sullivan

 

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, January 29, 2020 5:18 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com
<mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] Non-probate Notice to Creditors

 

Hello listmates,

 

I'm posting on behalf of a colleague.  He has a client who is the
beneficiary of a trust and is interested in taking care of creditors without
filing a probate. 

 

Has anyone done a non-probate notice to creditors, and if so are you willing
to chat for a few minutes about the procedure?  Huge appreciation if you are
also willing to share the documents filed to get a Notice Agent appointed.

 

Thank you,

Sara Longley

 



Sara D. Longley, J.D., LL.M.

 

LONGLEY LAW PLLC 

1734 NW Market Street

Seattle, WA 98107

 <tel:%28206%29%20434-5644> (206) 434-5644

 <mailto:Sara at longley-law.pro> Sara at Longley-law.pro

 <http://www.longley-law.pro/> www.longley-law.pro

Pronouns: she, her, hers

 

ATTENTION CLIENTS: I am in the process of merging my law firm into Ivy Law
Group, PLLC.  Over the next few months my web site will redirect to
www.ivylawgroup.com <http://www.ivylawgroup.com/>  and I will begin emailing
from Sara at ivylawgroup.com <mailto:Sara at ivylawgroup.com> .  My existing email
address and telephone number will continue to function and my physical
office location will not change.  I look forward to serving you in the
coming years.

 

This email is intended only for the individual to whom it is addressed and
may contain information that is privileged, confidential, and/or exempt from
disclosure.  If you have received this message in error, please inform the
sender by telephone or reply email and delete this message and all
attachments.  Thank you.

 

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