[WSBAPT] locating Will beneficiaries

Thu Apr 20 15:00:13 PDT 2023

Phil,

Do you have a genealogist connection that you could share?

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com
509-455-5300

-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Thursday, April 20, 2023 2:40 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Cc: Caroline Rouse <caroline at waltar.com>
Subject: Re: [WSBAPT] locating Will beneficiaries

Or hire a genealogist.  Very efficient and often inexpensive.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com
(503) 226-1371 - office
(503) 853-1482 - cell
(503) 226-3574 - fax

-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Thursday, April 20, 2023 2:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Cc: Caroline Rouse <caroline at waltar.com>
Subject: Re: [WSBAPT] locating Will beneficiaries

Forgive me if I'm stating the obvious but it's only because I sometimes jump over the obvious that I suggest asking the beneficiaries  you do have information on if they have information on any of the parties for whom you haven't traced down an address for - sometimes there is a crossover of friends and family.

I have also heard some people find people through facebook; private messenger.

If you do have to do a search, I have had great luck with heirserach.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com
509-455-5300

-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Steve Waltar
Sent: Thursday, April 20, 2023 1:54 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Cc: Caroline Rouse <caroline at waltar.com>
Subject: [WSBAPT] locating Will beneficiaries

I have a case in which there are dozens of specific beneficiaries.  We have found mailing addresses for all but a half dozen.  Is there any method other than hiring a service to find them?  ANY ADVICE?

Stephen M. Waltar
Attorney at Law

Legacy Estate Planning, LLC
A division of Stephen M. Waltar PS

2320 130th Avenue NE, Suite 230, Bellevue, WA 98005 info at waltar.com  |  425.455.6788 o |  425.450.4601 f

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