[WSBAPT] protecting address information during probate

[Inge Fordham]

I would think you could leave the address/contact information out and where you would ordinarily list the address, say “see sealed document filed concurrent with this petition,” or something similar.  Then file a separate sealed document with her address.


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Inge A. Fordham | Attorney
Fordham Law, PLLC
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From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of Eric Nelsen <Eric at sayrelawoffices.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Monday, November 23, 2020 at 11:26 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] protecting address information during probate

I haven't encountered this before, but my first thought would be to have the half-sister sign an agreement to receive all statutory notices by email (except service of process), and she should create a dedicated free email account just to receive those notices. File that agreement in the case file and that should resolve any notice issues. And in the petition, you can just put her email address as her address.

In your own file, you might document what the PR knows or did to verify the half-sister's identity and ensure that the Estate isn't being scammed by an impostor. Not that I think that is happening, but I think a little due diligence in the file to confirm why the PR made the unusual arrangement is prudent.

Sincerely,

Eric

Eric C. Nelsen
Sayre Law Offices, PLLC
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Seattle WA 98144-3909
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Eleanor Doermann
Sent: Monday, November 23, 2020 11:06 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] protecting address information during probate

To the List,

I am preparing to open probate for an intestate estate where notice needs to be given to all the decedent’s siblings and half-siblings. A half-sister does not want her location revealed to a half-brother, not even her city and state, because of legitimate safety concerns. My client is full sibling of the decedent. I am trying to figure out how much address information I can leave out, redact, or otherwise protect on behalf of this beneficiary, both in the initial petition and in the required declarations of mailing of notice in the court file. Any recommendations?

Best wishes,
Eleanor Doermann

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               E-mail: eleanor at pathwaylaw.net<mailto:eleanor at pathwaylaw.net>




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