[WSBAPT] Unfunded trust

[Jon Fritzler]

Facts:  Decedent dies with an unfunded living trust and no will (pour-over or otherwise).  By unfunded I mean that the decedent's assets, including real property, were never formally titled in the name of the trust.  However, the assets are listed on a schedule that is attached to the trust and is signed by the decedent.  The residuary beneficiaries of the trust are different than the decedent's heirs under the intestacy statute.  Has anyone been successfully (or unsuccessfully) used a TEDRA petition to get a ruling that the distribution of the assets are controlled by the trust?

Sincerely,
Jon M. Fritzler
Attorney at Law
717 E. 22nd St.
Vancouver, WA 98663
Tel. 360.818.4431
Eml fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>

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