[WSBAPT] finding a beneficiary
Britt, Christopher
christopher at lucentlaw.com
Tue Dec 20 12:25:01 PST 2022
It's a bit more rudimentary than a paid service or skip tracing but I have
found great luck with familytreenow.com. YMMV but if you have a great deal
of information about family members and last known locations there are
addresses and phone numbers that you can call.
Christopher G. Britt, M.A., J.D.
Attorney at Law
1403 S. Grand Blvd., Suite 201-S
Spokane, WA 99203-2278
P: 509.455.3713
D: 509.316.2131
F: +1.509.455.3718 (must dial 1 before area code)
E: *christopher at lucentlaw.com <christopher at lucentlaw.com>*
Web: www.lucentlaw.com
On Tue, Dec 20, 2022 at 12:12 PM Sharon Rutberg <sharon at salmonbaylaw.com>
wrote:
> We have used Von Langen search service with good results.
>
> Sharon C. Rutberg, Attorney at Law
> Salmon Bay Law Group, PLLC
> 1734 NW Market St.
> Seattle, WA 98107
> 206-735-3177, ext. 2
> sharon at salmonbaylaw.com
> Website: www.salmonbaylaw.com
> Washington State Bar #47055
>
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> -----Original Message-----
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> On Behalf Of wsbapt-request at lists.wsbarppt.com
> Sent: Tuesday, December 20, 2022 12:00 PM
> To: wsbapt at lists.wsbarppt.com
> Subject: WSBAPT Digest, Vol 99, Issue 30
>
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> Today's Topics:
>
> 1. I need help locating a missing beneficiary (Kerry Brink)
> 2. Juno Auto Response. Re: I need help locating a missing
> beneficiary (laj-laws at juno.com)
> 3. Re: I need help locating a missing beneficiary (Christopher Neil)
> 4. Re: I need help locating a missing beneficiary (Nick Pleasants)
> 5. Mexico Religious Wedding Ceremony - valid in US as marriage?
> (Dalynne Singleton)
> 6. Can a Canadian Citizen be a Witness to a Washington Will
> (Jeff at bellanddavispllc.com)
> 7. Re: Can a Canadian Citizen be a Witness to a Washington Will
> (Roger Hawkes)
> 8. Re: Mexico Religious Wedding Ceremony - valid in US as
> marriage? (Katie Smith Patel)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Tue, 20 Dec 2022 00:24:04 +0000
> From: Kerry Brink <Kbrink at vjglaw.com>
> To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] I need help locating a missing beneficiary
> Message-ID: <68B272BC-AF22-4D3E-9669-11E33A2BF128 at vjglaw.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Any referrals to help us in locating a missing beneficiary would be much
> appreciated.
>
> Thank you so much!
>
> Kerry Brink
>
>
> Sent from my iPhone
>
>
>
> ------------------------------
>
> Message: 2
> Date: Mon, 19 Dec 2022 16:29:18 -0800 (PST)
> From: laj-laws at juno.com
> To: wsbapt at lists.wsbarppt.com
> Subject: [WSBAPT] Juno Auto Response. Re: I need help locating a
> missing beneficiary
> Message-ID: <AABT4CAQ8AX9H6A2 at maildeliver05.dca.untd.com>
>
>
>
> Mr. Johnstone’s availability will be extremely limited until the first
> week of the New Year. If you need to leave him an urgent message, feel free
> to leave a detailed one here at this email address or on his toll-free
> number, which is (888) 298-1647.
>
> If he’s able to get back to you during this time he will do so; otherwise,
> expect to hear back from him after he is in the office again full time
> beginning Tuesday afternoon (January 3).
>
> Stay safe and enjoy this Wonderful Holiday Season!
>
>
> The Law Offices of Larry A. Johnstone, Attorney at Law, PLLC
>
>
>
> ------------------------------
>
> Message: 3
> Date: Mon, 19 Dec 2022 16:46:41 -0800
> From: Christopher Neil <chris.neil at neillaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] I need help locating a missing beneficiary
> Message-ID: <030EF94C-791D-48FA-826B-F0837691852F at neillaw.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Hello Kerry,
>
> My office has had good luck with Roy Rutherford of Special Investigations
> of Washington.
>
>
> Roy Rutherford
> Special Investigations of Washington
> http://www.specialinvestigations.com <
> http://www.specialinvestigations.com/>
> Tel: 253-847-3848
>
> Special Investigations of Washington
> PO Box 4849
> Spanaway, WA 98387
>
>
> Chris Neil | Attorney | Neil & Neil, P.S.
> 5302 Pacific Avenue,Tacoma,WA 98408 | Chris.Neil at NeilLaw.com
> (253)475-8600 | f:(253)473-5746
> Just so you know: This email address is not monitored at all times. So, if
> your matter is urgent please phone my office.
> Also, this message in not encrypted, therefore it may not be secure. This
> message and attachments is confidential, may contain information that is
> privileged. If you are not the intended recipient, please notify the sender
> at once by email or 253-475-8600 and delete this message completely from
> your information system. Further use, disclosure, or copying of information
> contained in this email is not authorized, and receipt by anyone other than
> the named recipient is not a waiver of any attorney-client, work product,
> or other applicable privilege; or other confidentiality protections. Thank
> you.
>
>
>
>
>
>
>
>
>
> > On Dec 19, 2022, at 4:24 PM, Kerry Brink <Kbrink at vjglaw.com> wrote:
> >
> > Any referrals to help us in locating a missing beneficiary would be much
> appreciated.
> >
> > Thank you so much!
> >
> > Kerry Brink
> >
> >
> > Sent from my iPhone
> >
> > ***Disclaimer: Please note that RPPT listserv participation is not
> > restricted to practicing attorneys and may include non-practicing
> > attorneys, law students, professionals working in related fields, and
> > others.*** _______________________________________________
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>
> Message: 4
> Date: Tue, 20 Dec 2022 00:47:12 +0000
> From: Nick Pleasants <npleasants at ohswlaw.com>
> To: "'wsbapt at lists.wsbarppt.com'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] I need help locating a missing beneficiary
> Message-ID:
> <
> CO3PR18MB4896E94B0386D743574120BDC1EA9 at CO3PR18MB4896.namprd18.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="iso-8859-1"
>
> Kerry,
> Try https://www.heirsearch.com/ or https://www.missingheir.com/ I know
> the name sounds cheesy, but both are good reputable companies that I have
> used. They can often find the heir if they are still alive in the US. If
> not, they'll give you a report you can submit to court as proof of the
> executor's commercially reasonable attempt to locate the heir. Expect to
> pay about $1,500-$2,000 for a domestic search, or $4,000-$5,000 for
> international depending on the country. It is billed hourly, they usually
> ask for a deposit of the full quote upfront, and if the heir is easy to
> locate, they'll refund the unused deposit.
> Best,
> Nick
>
> Nicholas Pleasants | Shareholder
> Oseran Hahn P.S.
> 11225 SE 6th Street | Suite 100 |?Bellevue, WA 98004
> Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail:
> npleasants at ohswlaw.com
>
> CONFIDENTIALITY NOTE: This e-mail message contains information belonging
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>
> -----Original Message-----
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> On Behalf Of Kerry Brink
> Sent: Monday, December 19, 2022 4:24 PM
> To: wsbapt at lists.wsbarppt.com
> Subject: [WSBAPT] I need help locating a missing beneficiary
>
> [You don't often get email from kbrink at vjglaw.com. Learn why this is
> important at https://aka.ms/LearnAboutSenderIdentification ]
>
> Any referrals to help us in locating a missing beneficiary would be much
> appreciated.
>
> Thank you so much!
>
> Kerry Brink
>
>
> Sent from my iPhone
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.*** _______________________________________________
> WSBAPT mailing list
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> http://mailman.fsr.com/mailman/listinfo/wsbapt
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>
>
>
> ------------------------------
>
> Message: 5
> Date: Tue, 20 Dec 2022 16:43:45 +0000
> From: Dalynne Singleton <dalynne at glgmail.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Mexico Religious Wedding Ceremony - valid in US as
> marriage?
> Message-ID:
> <
> BY5PR12MB5542A3B71B5CE59EB1B93BABA5EA9 at BY5PR12MB5542.namprd12.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> I have new clients and their father married their stepmother in Mexico 20
> years ago in a religious ceremony. They do not know if they followed up
> with a civil ceremony.
> Can someone tell me if that is considered a valid marriage in the US if
> there was never any US civil ceremony? The stepmother was not a US citizen
> at time of marriage service in Mexico but later became a US citizen.
>
> >From my understanding the civil ceremony is fully valid for legal
> purposes here in the United States only if a couple who has a religious
> ceremony in Mexico, also had the civil ceremony to make it legal in the US.
>
> Thank you.
>
> Dalynne Singleton
> Gourley Law Group
> Snohomish Escrow
> The Exchange Connection
> 1002 10th Street / PO Box 1091
> Snohomish, WA 98291
> 360.568.5065
> 360.568.1717 fax
> dalynne at glgmail.com<mailto:dalynne at glgmail.com>
> Website: www.glglawgroup.com<http://www.glglawgroup.com/>
> Attorney/client meetings will be handled by teleconference or virtually
> whenever possible. I am available by email, telephone, in-person or zoom.
> If you would like to set a conference with me, please call or email my
> paralegal theresa at glgmail.com<mailto:theresa at glgmail.com>,
> angelina at glgmail.com<mailto:angelina at glgmail.com> or dominika at glgmail.com
> <mailto:dominika at glgmail.com>.
> LICENSED IN WASHINGTON AND OREGON
> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments
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> [cid:image001.png at 01D9144E.BC1A5FF0][cid:image002.gif at 01D9144E.BC1A5FF0]
> [Rated by Super Lawyers] <
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> ------------------------------
>
> Message: 6
> Date: Tue, 20 Dec 2022 08:56:46 -0800
> From: <Jeff at bellanddavispllc.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Can a Canadian Citizen be a Witness to a Washington
> Will
> Message-ID: <008e01d91494$0c1cf540$2456dfc0$@bellanddavispllc.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Listmates:
>
>
>
> This is a snow issue! Clients really want to sign their Wills today,
> although there is a lot of snow on the ground and more coming. My usual
> second witness cannot make it in. Available is a visitor from Canada. Can
> that person witness? The statute just says a Will must be witnessed by two
> "competent" people. It says nothing about them being US citizens or even a
> resident. Have any of you dealt with the problem.
>
>
>
> Jeff Davis
>
>
>
> W. Jeff Davis
>
> BELL & DAVIS PLLC
>
> Attorneys at Law
> P.O. Box 510
>
> 720 E. Washington Street, Suite 105
> Sequim WA 98382
> Phone: (360) 683.1129
> Fax: (360) 683.1258
> email: <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com <
> http://www.bellanddavispllc.com/> www.bellanddavispllc.com
>
> The information contained in this e-mail message may be privileged,
> confidential, and protected from disclosure. If you are not the intended
> recipient, any dissemination, distribution, or copying is strictly
> prohibited. If you think that you have received this e-mail message in
> error, please e-mail the sender at <mailto:info at bellanddavispllc.com>
> info at bellanddavispllc.com or call 360.683.1129.
>
>
>
>
>
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> ------------------------------
>
> Message: 7
> Date: Tue, 20 Dec 2022 17:08:01 +0000
> From: Roger Hawkes <roger at skyvalleylawyers.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Can a Canadian Citizen be a Witness to a
> Washington Will
> Message-ID:
> <
> CO6PR20MB3668D124E8D5E61319CF3C2CD5EA9 at CO6PR20MB3668.namprd20.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> Not a problem.
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> On Behalf Of Jeff at bellanddavispllc.com
> Sent: Tuesday, December 20, 2022 8:57 AM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Can a Canadian Citizen be a Witness to a Washington Will
>
> Listmates:
>
> This is a snow issue! Clients really want to sign their Wills today,
> although there is a lot of snow on the ground and more coming. My usual
> second witness cannot make it in. Available is a visitor from Canada. Can
> that person witness? The statute just says a Will must be witnessed by two
> "competent" people. It says nothing about them being US citizens or even a
> resident. Have any of you dealt with the problem.
>
> Jeff Davis
>
> W. Jeff Davis
> BELL & DAVIS PLLC
> Attorneys at Law
> P.O. Box 510
> 720 E. Washington Street, Suite 105
> Sequim WA 98382
> Phone: (360) 683.1129
> Fax: (360) 683.1258
> email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
> www.bellanddavispllc.com<http://www.bellanddavispllc.com/>
>
> The information contained in this e-mail message may be privileged,
> confidential, and protected from disclosure. If you are not the intended
> recipient, any dissemination, distribution, or copying is strictly
> prohibited. If you think that you have received this e-mail message in
> error, please e-mail the sender at info at bellanddavispllc.com<mailto:
> info at bellanddavispllc.com> or call 360.683.1129.
>
>
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> ------------------------------
>
> Message: 8
> Date: Tue, 20 Dec 2022 18:11:01 +0000
> From: Katie Smith Patel <katie at paracletelaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Mexico Religious Wedding Ceremony - valid in US
> as marriage?
> Message-ID:
> <
> MW4PR12MB680310E065BE5F2D5BCBE67CC4EA9 at MW4PR12MB6803.namprd12.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> According to a quick Google search, your understanding appears to be
> generally correct:
>
>
> https://mx.usembassy.gov/marriage/#:~:text=Mexican%20official%20translator.-,In%20Mexico%2C%20only%20civil%20marriage%20is%20recognized%20as%20legal
> .,replaces%20the%20obligatory%20civil%20marriage.
>
> But it would seem the civil ceremony could have occurred in either Mexico
> or the US for the marriage to be legally recognized in the US. Perhaps
> there will be a record in whatever state in Mexico they resided in, if they
> had a civil marriage there.
>
>
> Katie Patel
> Paraclete Estate Planning, LLC
> (323) 356-4886
> 112 Genessee Street
> Medford, OR 97504
> (working remotely from Snohomish, WA)
> Licensed in CA, OR, and WA
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> On Behalf Of Dalynne Singleton
> Sent: Tuesday, December 20, 2022 8:44 AM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Mexico Religious Wedding Ceremony - valid in US as
> marriage?
> Importance: High
>
> I have new clients and their father married their stepmother in Mexico 20
> years ago in a religious ceremony. They do not know if they followed up
> with a civil ceremony.
> Can someone tell me if that is considered a valid marriage in the US if
> there was never any US civil ceremony? The stepmother was not a US citizen
> at time of marriage service in Mexico but later became a US citizen.
>
> >From my understanding the civil ceremony is fully valid for legal
> purposes here in the United States only if a couple who has a religious
> ceremony in Mexico, also had the civil ceremony to make it legal in the US.
>
> Thank you.
>
> Dalynne Singleton
> Gourley Law Group
> Snohomish Escrow
> The Exchange Connection
> 1002 10th Street / PO Box 1091
> Snohomish, WA 98291
> 360.568.5065
> 360.568.1717 fax
> dalynne at glgmail.com<mailto:dalynne at glgmail.com>
> Website: www.glglawgroup.com<http://www.glglawgroup.com/>
> Attorney/client meetings will be handled by teleconference or virtually
> whenever possible. I am available by email, telephone, in-person or zoom.
> If you would like to set a conference with me, please call or email my
> paralegal theresa at glgmail.com<mailto:theresa at glgmail.com>,
> angelina at glgmail.com<mailto:angelina at glgmail.com> or dominika at glgmail.com
> <mailto:dominika at glgmail.com>.
> LICENSED IN WASHINGTON AND OREGON
> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments
> accompanying it) may contain confidential information, including
> information protected by attorney-client privilege. The information is
> intended only for the use of the intended recipient(s). Delivery of this
> message to anyone other than the intended recipient(s) is not intended to
> waive any privilege or otherwise detract from the confidentiality of the
> message. If you are not the intended recipient, or if this message has
> been addressed to you in error, do not read, disclose, reproduce,
> distribute, disseminate or otherwise use this transmission, rather, please
> promptly notify the sender by reply e-mail, and then destroy all copies of
> the message and its attachments, if any.
> [cid:image001.png at 01D9145B.5B64C350][cid:image002.gif at 01D9145B.5B64C350]
> [Rated by Super Lawyers] <
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>
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> End of WSBAPT Digest, Vol 99, Issue 30
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