[WSBAPT] Convert filed Will to Probate?

Roger Hawkes Roger at law-hawks.com
Thu Feb 18 15:52:02 PST 2021


Give it a try; sounds like initials being a ‘signature’ is your best bet😊 good luck😊

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Amy Goertz
Sent: Thursday, February 18, 2021 1:13 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Convert filed Will to Probate?

I agree, Roger - I would not even attempt to get it admitted as is. But my thought process at this point is that if the law firm that prepared the Will provided testimony from the preparer and the witnesses to say she signed several estate planning documents, intended to sign that one, but somehow missed that one signature line, I was hopeful that the court might consider accepting the initials at the bottom of the page as her signature and proof of her intent that this be her Last Will and Testament.

What do you think? Otherwise, we may have to bring a claim against the preparing law firm, since it seems pretty clear that she intended this to be her Will and now it is inadmissible.


[cid:image001.gif at 01D7060D.FEFA0A60]


Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>

1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com<http://www.goertzlambrecht.com/>








On Feb 18, 2021, at 1:04 PM, Roger Hawkes <Roger at law-hawks.com<mailto:Roger at law-hawks.com>> wrote:

Let us know if you get it admitted to probate; I bet on ‘not’.

Roger Hawkes, WSBA # 5173
Hawkes Law Firm and Sultan Lawyers
19944 Ballinger Way NE, Shoreline, WA 98155 and
423 Main, Sultan, WA 98294
206 367 5000
360 799 6438

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 Amy Goertz
Sent: Thursday, February 18, 2021 8:34 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Convert filed Will to Probate?

Thank you to all who responded about converting the filed Will to a probate proceeding.

Thought I would share this update - I just received a copy of the Will from my new client and, guess what? It’s not signed!

The Will is dated, initialed, and witnessed but there is no signature. Further, the notary on the Affidavit of Witnesses is one of the witnesses.

This should be interesting ...


<image001.gif>


Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>

1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com<http://www.goertzlambrecht.com/>










On Feb 16, 2021, at 6:37 PM, Dalynne Singleton <dalynne at glgmail.com<mailto:dalynne at glgmail.com>> wrote:

File a petition for testacy and court will admit the will if you prove certain aspects such as witnesses and signature.  The clerk will walk you through the process.
Get Outlook for iOS<https://aka.ms/o0ukef>
________________________________
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 Amy Goertz <amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>>
Sent: Tuesday, February 16, 2021 5:15 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Convert filed Will to Probate?

Good afternoon -

I have a new case in which the named PR thought they could try doing the probate on their own, starting by filing the Will in Snohomish County.

Does anyone have a form or suggestion for getting the filed Will admitted to probate?


<mail.gif>
Amy

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>

1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com<http://www.goertzlambrecht.com/>








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