[WSBAPT] Which name to use

[Inge Fordham]

I would be reluctant to use S.S.B.W if that’s not her legal name.  I would say S.S.W., formerly known as S.S.B.  The change in name is easy enough to track with her marriage certificate.

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Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
Office: (253) 348-2657 | Mobile: (206) 778-3131
www.fordhamlegal.com<http://www.fordhamlegal.com>

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From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of "Jeff at bellanddavispllc.com" <Jeff at bellanddavispllc.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Friday, April 21, 2023 at 11:38 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Which name to use

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: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<http://www.bellanddavispllc.com/>

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