[WSBAPT] Another Questions about AKAs

[Laura Latta]

Thank you all. This is very helpful.


*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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On Fri, Apr 21, 2023 at 5:35 PM Philip N. Jones <pjones at duffykekel.com>
wrote:

> It is my understanding that people can use more than one name freely,
> without legally changing their name, as long as they are not trying to do
> it fraudulently. I have a client who used one name in his personal life,
> and a totally different name in his professional life. I suggest any
> documents refer to both names, just to avoid any confusion.
> Phil Jones
>
> Get Outlook for iOS <https://aka.ms/o0ukef>
> ------------------------------
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> on behalf of Bruce Moen <
> brm at moenlaw.com>
> *Sent:* Friday, April 21, 2023 3:24:23 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Another Questions about AKAs
>
>
> 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
>
>
>
> *NOTICE:  This communication may contain privileged or other confidential
> information. If you have received it in error, please advise the sender by
> replying to this email and immediately delete the message and any
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