[WSBAPT] Multiple beneficiaries

[Diane J. Kiepe]

Ann,

I would agree with Alexis from a drafting standpoint.  Also, I had a similar client with 25 charities and explained that if there was a thought percentages and charities might change that they would be better working with our community foundation and having one payout in the Will to their Donor Advised Funds.  A DAF can be created during life and funded by testamentary distribution (at lease with Innovia here I have done that).

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 Alexis Singletary
Sent: Friday, October 7, 2022 4:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Multiple beneficiaries

Why list them in an Exhibit and chance future tampering with the Exhibit/someone swapping out the page when you can just type the named charities in the Will same as typing in an Exhibit?  I do not think an attached Exhibit would fly because it’s for cash and not a personal property “thing”; but I just would not do it from a practice and Will reliability standpoint.

Have a great weekend.
Thank you.
Alexis
___________________________
Alexis R. Singletary
Attorney at Law
Singletary Law Office, PLLC
(253) 833-8855
www.SingletaryLawOffice.com<http://www.singletarylawoffice.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 Ann Manley
Sent: Friday, October 7, 2022 4:12 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Multiple beneficiaries

Client has about 15 charities she wants to leave money to as specific distributions. Can this be listed on an exhibit referenced to and attached to the will?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
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