[WSBAPT] Two estate accounts?

[Diane J. Kiepe]

Brian,

For what it is worth, I don't always open an estate account - if there will not be any funds to be paid into an estate account, I don't apply for an EIN to open the account.

Your facts don't mention it but I am guessing father either had a Will or died intestate and everything was community so mom would take. If that is the case, I would probably look to see how financial accounts are currently held (is dad's name still on anything) before deciding which route to take.  Certainly, I can't think of any harm in opening two but extra work may be unnecessary.

Best to you,

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 Brian Andrews
Sent: Wednesday, February 2, 2022 10:55 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Two estate accounts?

Client is PR for both of her decedent parents' estates. Mom recently died and Father died the year before and nothing was done for his estate. Client PR is sole beneficiary under the will. She wanted to open probate for both, to avoid any potential title problems for the real property that might arise under an Affidavit of No Probate for the estate of her father, who died first. (FWIW, I tend to think that wasn't necessary, but it's what she wanted.)

Does she need to open two estate accounts for each estate? There's not a whole lot that needs to happen in either. I think the safest answer is yes, but it seems duplicative.

Brian H. Andrews, Attorney at Law
brian at hawklaw.biz<mailto:brian at hawklaw.biz>
Hawkins Law, PLLC
Phone 509-529-5175 / Fax 509-529-2564
2225 Isaacs, Suite A/ Walla Walla, WA 99362

Visit our website at hawklaw.biz<http://www.hawklaw.biz/>.

This email is intended only for the named recipient(s) or their designees, and may contain legally privileged or confidential information.  If you have received this email in error, please delete it entirely from your computer and notify the sender.  Thank you.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220202/646f03e4/attachment.html>