[WSBAPT] obtaining insurance coverage on real property with multiple owners

Joshua McKarcher josh at mckarcherlaw.com
Fri Sep 2 14:21:43 PDT 2022


Or Foremost. I’ve had luck with them insuring inside irrevocable trusts and other such unordinary situations.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Friday, September 2, 2022 1:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] obtaining insurance coverage on real property with multiple owners

You might try Amica.  They recently insured for me a vacation house with four owners.  Two of the owners were long-standing Amica customers, so that helped.
In general, Amica provides fabulous customer service.  Also good prices and a large annual rebate (a mutual company).  I am a fan.
Phil Jones
Philip N. Jones
Duffy Kekel LLP
Portland, OR
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 853-1482 cell


On Sep 2, 2022, at 10:05 AM, cyfield at rockisland.com<mailto:cyfield at rockisland.com> wrote:

Folks- I am meeting with clients this afternoon and one of there issues they want to discuss is that apparently they are having problems getting insurance on a house with real property because it is held equally by individuals (son and spouse), Dad’s testamentary CST and surviving mom’s RLT.  I was wondering if anyone else has faced the same situation/can offer a solution (e.g. a willing insurance company)? Thanks in advance, Cy

Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon); Phone: 360-472-1223
Mail: POB 367, Shaw Island, WA 98286; Physical Office:  640 Mullis St #214, Friday Harbor, WA
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