[WSBAPT] probate unknown assets

[Harkiran Sekhon]

That's a good point about the outstanding assets and confirmation of my
inclination to go the slow steady road.

On Thu, May 20, 2021 at 9:01 AM Heather de Vrieze <
heatherd at westseattlelaw.com> wrote:

> Often checks trickling in are signs that there are outstanding assets, the
> underlying ownership that results in dividend or other income
> distributions. It is important to verify the source of each check before
> closing the estate. I have had to re-open estates to address a few stock
> shares held on the books of a company where we had previously transferred
> the shares we knew about. Only the dividend checks clued us in that there
> were additional shares that needed to be addressed. Current letters are
> necessary for such actions. Good to get estates closed, but rushing has
> risks.
>
>
>
> Heather
>
>
>
> Heather S. de Vrieze
> *Attorney-at-Law*
>
> 3909 California Avenue SW
>
> Seattle, WA 98116-3705
>
> (206)938-5500
>
> heatherd at westseattlelaw.com
>
> www.westseattlelaw.com
>
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>
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Harkiran Sekhon
> *Sent:* Wednesday, May 19, 2021 5:23 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] probate unknown assets
>
>
>
> Hi Listmates,
>
>
>
> In a probate where a few surprise checks have popped up, how do you all
> usually handle closing up the probate in a way that accounts for the
> possibility of more surprise checks coming through after completion?
>
>
>
> Any go-to language you like to include in the declaration of completion?
> Would it still be possible to close w/ receipts?
>
>
>
> Thank you,
>
>
>
> Harkiran
>
>
>
> --
>
> Harkiran Sekhon
>
> Attorney
>
> *Sekhon Law, PLLC*
>
> P: (425) 207-4866 | F: (425) 207- 4986 | W: www.sekhonlawpllc.com | A: 707
> S. Grady Way STE 600 Renton, WA 98057
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-- 
Harkiran Sekhon
Attorney
*Sekhon Law, PLLC*
P: (425) 207-4866 | F: (425) 207- 4986 | W: www.sekhonlawpllc.com | A: 707
S. Grady Way STE 600 Renton, WA 98057
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