[WSBAPT] Decedent used two names

[Shannon Jones]

I have filed probates under two names, either "formerly known as" or "also known as." I have had no problems and then could transfer assets which belonged to the deceased but were in either name - Shannon



Shannon R. Jones | Attorney 
Campbell Barnett PLLC
Direct:  253.848.3515
Office: 253.848.3513| Fax: 253.845.4941
317 South Meridian
Puyallup, WA 98371
shannonj at campbellbarnettlaw.com  
campbellbarnettlaw.com

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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John Creahan
Sent: Thursday, February 2, 2023 1:11 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Decedent used two names

Hi,
I have a situation I haven't seen before.
I have a new client who will be personal representative of her mother's estate.
Mom used two names - both the name she was born with ("Sally Smith") and her married name ("Sally Smith-Jones").
Apparently she has bank accounts in both names.
I am concerned that banks might not recognize the personal representative's authority if we open the estate in only one name.
Does anybody have any experience with opening an estate using an also known as (Sally Smith a/k/a Sally Smith-Jones).
FWIW, both names are on the death certificate.
Any thoughts would be appreciated.
Thanks,
John

John Creahan
206-578-5877
http://www.cairn-law.com

Fremont office:
3417 Evanston Ave. N.
Seattle, WA 98103





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