[WSBAPT] Another Questions about AKAs

[Laura Latta]

Listmates,

Continuing on the theme for akas:

Hypothetical client, Mary S. Jones, often goes by her husband's last name
"Smith" despite never having legally changed her name. Estate planning
documents are prepared as Mary. S. Jones aka Mary S. Smith. However, she
took title to her home as Mary S. Smith (which was never her legal name.)

How should she be named in a quitclaim deed transferring her home to her
trust?

I have used the following where title is acquired as a single person and
the homeowner later marries:

"Mary S. Jones (who acquired title as Mary S. Smith) hereby conveys and
quitclaims to ... "

But in those instances, the name on the title was correct at the time
title was acquired.

Is there a way to convey the home to the trust correctly or would you refer
a client like this to a real estate attorney to sort out the titling of the
property before further conveyances are executed.

Thank you in advance for puzzling this out with me.

Warmly,
Laura



*Laura LattaLaw Office of Laura Latta PLLC*

she/her

Phone (206) 841-2344

www.LauraLatta.com

4010 Lake Washington Blvd. NE Ste. 202

Kirkland, WA 98033



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