[WSBAPT] close in time deaths

[Heather de Vrieze]

If there are investment assets in both names, I have found joint probates to be somewhat problematic. Financial institutions want Letters to match EIN and EINs for joint estates are a whole different problem.

Heather S. de Vrieze
Attorney-at-Law
[cid:image002.jpg at 01D83563.D332DCF0]
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 <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Nicholas Pleasants
Sent: Friday, March 11, 2022 4:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] close in time deaths

Joint Probate is an option, probably the easiest. It doesn't mean you ignore either will, just that administration is combined for ease.

Nicholas Pleasants | Shareholder

[OseranHahnAttyatLaw 8]

11225 SE 6th Street | Suite 100 | Bellevue, WA 98004
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.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 Diane J. Kiepe
Sent: Friday, March 11, 2022 1:51 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] close in time deaths

Hello All,

I know we have had a lot of information exchanged about close in time deaths but I'm hoping some of you won't mind sharing again.

Husband and Wife died within about 6 weeks of each other - both had Wills with potential surviving spouse trusts for Medicaid planning, otherwise, outright to spouse.  Remainder beneficiaries in each Will is the same (a charity).  I am trying to decide what options I may have and any thoughts are appreciated.

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

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