[WSBAPT] Family section of will/trust

Diane J. Kiepe DJKiepe at depdslaw.com
Sun Oct 22 11:47:42 PDT 2023


I don’t have a set way but I like something akin to

“I have no children living or deceased. I have considered all my immediate heirs at law and make no bequest herein for any person not mentioned.”  I avoid listing names usually in a case where some goes one way or some goes another.  If I were to list names, I would like change the wording above to say something akin to “I have considered my immediate heirs at law, specifically…….(names) and except for as provided herein I make no bequest for any person not named.


Diane J. Kiepe
Douglas Eden, P.S.
717 W. Sprague Ave., Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Friday, October 20, 2023 4:41 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Family section of will/trust

For clients with no kids, what do you put in the "Family" section? Just folks who are being named as beneficiaries?

If a person wants to leave something to one sibling, but not the other, do you list both to show that you didn't forget one? How about when a few nieces/nephews are listed but not all?

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, Personal injury, Small Business, Unemployment Claims, Wage Loss and Compensation claims

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