[WSBAPT] 401K to pay off mortgage at death

[Jennifer Johnson]

Good afternoon all

Client would like to include a provision in her Will stating that the mortgage on her primary residence will be paid off using the funds in her 401k. Is there a way to do this without designating her estate as the beneficiary of the 401k?

Thank you in advance for your time and advice.

Jennifer M. Johnson

Title Officer | Attorney
Wahkiakum Title & Escrow Co.
Hanigan Law Office, PS
68 Main Street / P.O. Box 39
Cathlamet, WA 98612
(360) 795-3494
(360) 795-3001 (f)
www.wahtitle.com

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