[WSBAPT] Crazy name situation

[Melody Tucker Law]

Hi, Ann.


In response to your question, I always include all of the AKA’s (or FKA, if appropriate) for a client, whether it's estate documents, property documents, or anything else. Initially I didn't do that because it was suggested to me that it would be confusing to the reader. However, I found it by omitting an AKA from a document, that will be THE name that they require to do the transaction or function pursuant to the terms of the document.


When I have the client sign the document, I put the entire name under the signature line and then have them sign the way they “normally sign”.


Following this method, i have had no problems whatsoever. The only comment I’ve had is that sometimes they call it “overkill”, Watch that too but I would rather have too much than too little and then have an issue with validity of a document.


Just my thoughts.


Melody




Melody Claire Tucker
Attorney at Law
WSBA #42096
Melody Tucker Law
P.O. Box 2029
Lynnwood, WA 98036
206-228-4980      Fax: 425-743-5921
website:  MelodyTuckerLaw.com




CONFIDENTIALITY: The information contained in this transmission may contain privileged and confidential information. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication, and the information contained in it, is strictly prohibited. If you are not the intended recipient, please contact the sender and immediately destroy all copies of the original message.

________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Philip N. Jones <pjones at duffykekel.com>
Sent: Thursday, June 1, 2023 10:55 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Crazy name situation


Yes.  I would simply start out with Anna Doe and then in the first or second paragraph of the will explain that other variations have appeared from time to time in various official records, and that all such names refer to the same person.

And then when she dies, her probate petition could do the same.

Happens all the time.

Phil Jones



Philip N. Jones

Duffy Kekel LLP

900 S.W. Fifth Ave. Suite 2500

Portland, OR 97204

pjones at duffykekel.com<mailto:pjones at duffykekel.com>

(503) 226-1371 – office

(503) 853-1482 – cell

(503) 226-3574 - fax



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Thursday, June 1, 2023 10:32 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Crazy name situation



Wife has different names on her birth certificate ("Ann Mary Jane Doe"), passport ("Anna Doe"), green card ("Ann Marie Doe") and drivers license ("Ann Mary Doe"). Most property is tiled in the name of "Anna M. Doe". She prefers "Anna Doe". In her EP documents, can I say "Anna Doe" AKA all other names?


Ann Manley, Esq.

The Manley Law Firm, P.S., Inc.

PO Box 16324

Seattle, WA 98116

(206)292-3064 / (206)292-3914 fax

www.manleyfirm.com<http://www.manleyfirm.com/>

The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Employment Matters, Personal injury, Small Business, Unemployment Claims, Wage Loss and Compensation claims

* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.

This email and any files transmitted with it are privileged, confidential, and intended solely to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you have received this communication in error, please immediately notify the sender.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230601/caa4708a/attachment.html>