[WSBAPT] Living Trust disbursement after death

[Rich McEntee]

Good morning,

 I am reposting this message as I have received no reply. I am also testing with WSBA to see if my listserv subscription is currently working properly. 

I apologize for any excess posting that you receive. 

Thank you
Rich

RICH McENTEE
McENTEE LAW OFFICE
3800 Bridgeport Way W, Ste A411
University Place, WA 98466
253.227.9894(m)
jrmcentee at gmail.com     

> On Aug 4, 2022, at 8:01 AM, Rich McEntee <jrmcentee at gmail.com> wrote:
> 
> 
> Hello listmates
> 
> I apologize if you are receiving this twice. I have posted it to another listserv as well.
> 
> I have a long time client whose mother recently passed away. The mother had a revocable living trust that contained most if not all of her assets. A pour over will exists but probate should not be necessary. At this point, the trust controls the disposition of mother’s assets. Client is asking what should be the next steps to wind up mother’s affairs. I am hopeful for some guidance. Can someone point me to a resource that I can review to assist the client with this matter? Maybe a checklist? I am familiar with some of the steps that must be take to move forward, but want to assist as much as possible to manage the process.
> 
> Thank you
> Rich
> 
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com     
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