[WSBAPT] Last Minute Will

Tue Feb 2 17:06:53 PST 2021

I agree with Steve on this one. Impossible to change a beneficiary designation on a def comp plan of any kind, even if a court approved settlement directs the financial institution to change it.

Jeannie O'Brien, Attorney
www.SelanderOBrien.com<http://www.selanderobrien.com/>
3829C South Edmunds Street
Seattle, WA 98118
(206) 723-8200 ofc
(206) 723-3829 fax
[Logo2a]

Thank you for your continued understanding while Selander O’Brien abides by the conditions imposed by Governor Inslee in the Healthy Washington – Roadmap to Recovery Plan on January 11, 2021.  Court hearings and client consultations are being conducted using Zoom or by telephone. We are limiting in person meetings at our office to 15 minutes, mostly for Will signings as two witnesses are required to be in the same room when Wills are executed. We file all court documents using King County Superior Court eService, and are now able to eRecord deeds, lack of probate affidavits and death certificates while the King County Recorder’s Office is closed to the public.
While it is frustrating not to meet with clients in person, doing what we can to keep our clients and staff safe from COVID-19 is our priority.
We aim to return phone calls and emails within a day of receipt, and appreciate your patience when that goal is not met. We are doing our best to keep up with the higher than usual demand for estate planning services in this unprecedented time.
This message is private or privileged. If you are not the person for whom this message is intended, please delete it and notify me immediately, and do not copy or send this message to anyone else.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Steve King
Sent: Tuesday, February 2, 2021 4:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Last Minute Will

There’s no way to override the beneficiary designations on retirement accounts with a will as far as I know.  You can use RCW 11.11.020 to override bank accounts, etc.

Stephen R. King
steve at talislawfirm.com<mailto:steve at talislawfirm.com>

Talis Law PLLC
915 118 Avenue SE, Suite 360
Bellevue, WA 98005
Phone: (425) 943-9968
Fax: (425) 777-2097
talislawfirm.com<http://talislawfirm.com/>

[Facebook]<https://htmlsig.com/t/000001DJJQWC>  [LinkedIn] <https://htmlsig.com/t/000001DJK8H3>   [Maps] <https://htmlsig.com/t/000001DS1V0N>

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 Brent Williams-Ruth
Sent: Tuesday, February 2, 2021 4:38 PM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>>
Subject: [WSBAPT] Last Minute Will

Greetings List -

Is there ANY language that you can think of where a Will can overturn a beneficiary designation? I have a PC who is about to pass (literally, minutes matter) and realized that her wishes regarding distribution are not in line with what she wanted. Example - she has a 401(k) where she named one child as sole beneficiary, but she wants those funds to be used to satisfy some of the estate's debts. Things of that nature.

Hoping that someone may have a solution

Brent Williams-Ruth (preferred pronoun: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

New Address & Phones Effective December 1, 2020: 500 S 336th Street, Suite 214; Federal Way, WA 98003

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210203/0f68ba71/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 5218 bytes
Desc: image005.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210203/0f68ba71/image005.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.png
Type: image/png
Size: 1246 bytes
Desc: image006.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210203/0f68ba71/image006.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.gif
Type: image/gif
Size: 1097 bytes
Desc: image007.gif
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210203/0f68ba71/image007.gif>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image008.png
Type: image/png
Size: 1389 bytes
Desc: image008.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210203/0f68ba71/image008.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image009.png
Type: image/png
Size: 1443 bytes
Desc: image009.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210203/0f68ba71/image009.png>