[WSBAPT] Last Minute Will

[Diane J. Kiepe]

I may be too late for you Brent but I would immediately call the company and request that they e-mail a doc, print it out and notarize the change – scan and send it back with a note that the original is in the mail – this is just in answer to your questions.  There are some reasons why an estate makes a poor 401(k) beneficiary though so make sure she understands that –

For you records/files provide a memo and document her capacity and directions to you.

Best,

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of James W. Spencer
Sent: Tuesday, February 2, 2021 4:50 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Last Minute Will

Hi Brent:

Yes, see https://app.leg.wa.gov/RCW/default.aspx?cite=11.11.020. This comes, of course, with all of the usual death bed will warnings.

Best wishes,
James

James W. Spencer
Attorney at Law
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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

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