[WSBAPT] Probate Question

[Eric Nelsen]

I strongly second Heather’s suggestion. Most probate lawyers know that the PR will have to provide accounting information eventually because the beneficiaries have a statutory right to a full accounting. So calling and asking to talk about the PR’s plans on how to complete distributions will often get a lot of cooperation from the lawyer, because transparency prevents pointless litigation.

Sincerely,

Eric

Eric C. Nelsen
Sayre Law Offices, PLLC
1417 31st Ave South
Seattle WA 98144-3909
206-625-0092
eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
Sent: Tuesday, September 6, 2022 9:01 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Probate Question

Jim,

I agree with all the other comments, but as an attorney who represents lots of PRs, I would tend to err on the side of picking up the phone and calling (or sending an email) to the attorney for the Personal Representative asking for an update on the probate and seeing if my questions could be answered without taking the step of filing a formal Request for Special Notice.

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D8C1DD.8B771500]
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<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Jim Doran
Sent: Monday, September 5, 2022 8:31 AM
To: Real Property Section <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Probate Question

Happy Labor Day:

My client is a beneficiary under a Will that is in probate.  I am going to put in a Notice of Appearance on her behalf.

What is the right pleading to give the PR notice that my client demands to be notified before a distribution of the estate assets, primarily the proceeds from the sale of the deceased’s real property?

We don’t want to provoke a fight but we are a little bit skeptical about how the PR is going to balance out the distribution between four children.  We don’t want to set a hearing yet on the PR’s intentions but we want do preserve that right rather than challenge it after the fact.

Thank you and don’t work too hard today.

Jim Doran
--
James R. Doran
Attorney at Law
100 E. Pine Street -  Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com<mailto:jim at doranlegal.com>
www.doranlegal.com<http://www.doranlegal.com>
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