[WSBAPT] Language for notice to disinherited heir?

[Diane J. Kiepe]

I really like that approach - may have to adopt it.

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 Heather de Vrieze
Sent: Monday, November 1, 2021 1:58 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Language for notice to disinherited heir?

Diane is not wrong, but don't forget to pay attention to http://app.leg.wa.gov/RCW/default.aspx?cite=11.103.050

This statute provides that to limit the time for a disinherited heir to challenge the trust to four months (instead of 24) following death.

For that reason, I generally send the attached notice (with or without a full copy of the trust attached - but with how to request a copy if not attached).

Different strategies for different situations, but, easy enough to send, along with a nice letter saying that the trustor wanted to benefit X, Y, and Z, accordingly, or for reasons you may be aware, you were not included as a beneficiary. As such, barring unforeseen circumstances, this is the last correspondence you should expect to receive from my office.

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D7CF2A.271FA3C0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
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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 Erin Fairley
Sent: Monday, November 1, 2021 12:26 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Language for notice to disinherited heir?

Dear All,

To date, I haven't needed to send a letter to disinherited heir under a will and trust.  This is a Will that pours over to a trust; direct heir is not named in the trust.
What 'gentle' language do you use in this situation?   Would you send a copy of the trust?

I appreciate your thoughts and input.

Best regards,
Erin


Erin Fairley / Attorney
erin at leschilaw.com<mailto:erin at leschilaw.com> / (206) 353-4625
Leschi Law, PLLC
121 Lakeside Avenue, Suite B Seattle, WA 98122
www.leschilaw.com<http://www.leschilaw.com/>

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