[WSBAPT] Life Insurance for Minor Beneficiary

[Roger Hawkes]

Brent: I am preparing a report to a legislator about changes needed to the ‘new’ conservatorship statute.  If  you have any input please send to me.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Tuesday, December 6, 2022 3:07 PM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Life Insurance for Minor Beneficiary

Listmates -

I have a situation where my Executor has been told by a National Life Insurance carrier that we need “certified guardianship/conservatorship papers for the estate of the minor including Letters of Guardianship/Conservatorship and the supporting Court Order appointing the guardian/conservator.”

I am used to getting an order for custodian transfer under 11.76 and 11.114....but I am curious as to their demand for a guardianship/conservatorship when the surviving spouse is also the biological parent of the minor beneficiary.

Appreciate thoughts and insights.

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

**EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
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