[WSBAPT] Accessing decedent's home safes during probate

[Jeff at bellanddavispllc.com]

I would file testate using a copies of the Will and Codicil, and tell the court the originals will be filed once obtained.

 

Jeff

 

W. Jeff Davis

BELL & DAVIS PLLC
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
 
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Suzanne Lieberman
Sent: Wednesday, May 25, 2022 11:03 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Accessing decedent's home safes during probate

 

Hello,

 

We have a client PR whose mother left an original will and codicil in a safe(s) to which the 3 daughter beneficiaries currently have no access. Everything would otherwise go just to the 3 daughters, but there is a testamentary trust in the will and the girls are all between 20 and 30 and the distributions are spread out over this time period with certain conditions. There are likely other instructions and personal property items in the safes as well.

 

Should we open an intestate probate and then use the Letters for the PR daughter to get access to the will and codicil/probate those originals? Or file testate and explain that the originals are in the safes at home and then file the original will and codicil?




Best,

 

Suzanne Lieberman

 <http://cmslawfirm.com/> CMS Law Firm LLC

811 Kirkland Ave. Suite 201 (please note new address!)

Kirkland, WA 98033

206-383-6484 (Cell Phone)

206-659-1512 (Main Office)

 

 

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