[WSBAPT] Which name to use

[Jeff at bellanddavispllc.com]

Listmates:

 

Client has an revocable trust using her name S.S.B.  Her married name is
S.B.W..  Her Will, from a different lawyer than the one creating the trust,
has her name as S.B.W.  She deeds her house into trust saying the Grantor is
S.S.W to S.B.W, Trustee of the S.S.B. Revocable Trust.  Client's financial
advisor now tells her to use, as her name, S.S.B.W.  Do you see a need to
add this 4th name to anything?  How often do you use "f.k.a." or "a.k.a." in
Wills/Trusts, even POA's with clients that had other names?  

 

Jeff Davis

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
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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