[WSBAPT] Non-probate Notice to Creditors

[Roger Hawkes]

John: when John Sullivan says he just learned something, we should all take notice😊

Roger Hawkes, WSBA 5173
Hawkes Law Firm, P.S.
19944 Ballinger Way NE, Suite #100
Shoreline, WA 98155
And 423 Main in Sultan, WA 98294
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
206 367 5000 Office
206 367 4005 Fax



From: wsbapt-bounces at lists.wsbarppt.com <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

[cid:image001.jpg at 01D1F8A6.19C81E60]
Sara D. Longley, J.D., LL.M.

LONGLEY LAW PLLC
1734 NW Market Street
Seattle, WA 98107
(206) 434-5644<tel:%28206%29%20434-5644>
Sara at Longley-law.pro<mailto:Sara at longley-law.pro>
www.longley-law.pro<http://www.longley-law.pro/>
Pronouns: she, her, hers

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