[WSBAPT] locating Will beneficiaries

Tue Apr 25 11:54:51 PDT 2023

I hire an investigator for this.  
I love Ms. Liles as she is efficient, effective, and reasonable in her fees.  Let her know I sent you.

Cynthia L. Liles
Private Investigator
liles.cynthia at gmail.com
503-334-6866
lilesinvestigations.com 

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com
Website:  www.glglawgroup.com
Attorney/client meetings will be handled by teleconference or virtually whenever possible.  If you would like to set a telephone conference, zoom, Microsoft teams or in person meeting, please call or email my paralegal theresa at glgmail.com, angelina at glgmail.com or dominika at glgmail.com.

LICENSED IN WASHINGTON
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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Steve Waltar
Sent: Tuesday, April 25, 2023 11:49 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Cc: Caroline Rouse <caroline at waltar.com>
Subject: Re: [WSBAPT] locating Will beneficiaries

Anyone have advice on how to locate heirs? 

Stephen M. Waltar
Attorney at Law

Legacy Estate Planning, LLC
A division of Stephen M. Waltar PS

2320 130th Avenue NE, Suite 230, Bellevue, WA 98005 info at waltar.com  |  425.455.6788 o |  425.450.4601 f

Circular 230 Warning:  This communication is not intended to constitute tax advice and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.
Confidentiality Notice: The information contained herein and any attachments are a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.

-----Original Message-----
From: Steve Waltar <steve at waltar.com>
Sent: Thursday, April 20, 2023 1:54 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Cc: Caroline Rouse <caroline at waltar.com>; Steve Waltar <steve at waltar.com>
Subject: locating Will beneficiaries

I have a case in which there are dozens of specific beneficiaries.  We have found mailing addresses for all but a half dozen.  Is there any method other than hiring a service to find them?  ANY ADVICE?

Stephen M. Waltar
Attorney at Law

Legacy Estate Planning, LLC
A division of Stephen M. Waltar PS

2320 130th Avenue NE, Suite 230, Bellevue, WA 98005 info at waltar.com  |  425.455.6788 o |  425.450.4601 f

Circular 230 Warning:  This communication is not intended to constitute tax advice and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.
Confidentiality Notice: The information contained herein and any attachments are a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.

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