[WSBAPT] Decedent used two names

[Brent Williams-Ruth]

I had this happen and what I did was open the estate in the name of the
legal name on the death certificate.

Then I just made sure to give my PR explicit instructions about taking the
death certificate with them whenever they went to an institution with an
account in the other name. No problems were had (this was in 2019,
pre-pandemic).

*Brent Williams-Ruth* (pronouns: he/him)
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*

*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*

***EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to
the following address: **PO BOX 3319; Federal Way, WA 98063 *

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.williams-ruthlaw.com/> / facebook
<http://www.facebook.com/bwrlaw> /


On Thu, Feb 2, 2023 at 1:21 PM John Creahan <john at cairn-law.com> wrote:

> 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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