[WSBAPT] Another Questions about AKAs

[Bruce Moen]

My experience is that the title insurance companies will accept “Mary Jones who also appears of record as Mary Smith.”

  Bruce Moen

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Laura Latta
Sent: Friday, April 21, 2023 3:15 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Another Questions about AKAs

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 Latta
Law Office of Laura Latta PLLC
she/her

Phone (206) 841-2344
www.LauraLatta.com<http://www.LauraLatta.com>

4010 Lake Washington Blvd. NE Ste. 202

Kirkland, WA 98033

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