[WSBAPT] Social Security Admin Form 1724

[Diane J. Kiepe]

So, this is truly just what I would try first -

I am guessing there was a Pourover Will and so I would have the Trustee fill out a Certificate of Trust and requests the check be sent to the Trustee with an explanation of payment.  You could likely send it to a fax or via email.  In the alternative, I have heard local offices are very friendly to visit in person with an appointment.

In regards to the Affidavit of Successor, I wasn't sure if you meant to be signed by the Trustee or the beneficiaries but if you meant the trustee, that could work too.

It is possible that they may force a Probate before they speak to anyone and give the amount....hmmmmm, nothing is ever simple.



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

KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS.  FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL AS THE CASE MAY BE) MARKED URGENT IN THE SUBJECT LINE.


DISCLAIMER: the preceding message and any attachments may contain confidential information protected by law, the attorney-client privilege or other privilege.  This communication is intended to be private and may not be recorded or copied without the consent of the author.  If you believe this message has been sent in error, REPLY to sender and then DELETE this message.  Thank you.



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Lesley Haskell
Sent: Wednesday, February 7, 2024 1:06 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Social Security Admin Form 1724

Decedent was not married, no children, no surviving parents.

She had a Revocable Living Trust that was funded and is now in the process of being distributed to her chosen beneficiaries.

We received a notice from Social Security Administration saying the Decedent was due payments at the time of her death and to submit the 1724 form.

There is no probate.  I don't know the amount of the payment due from SSA.

Do I file an Affidavit of Successor? Will SSA let me know the amount? Will SSA accept the Affidavit as a resolution? (I tried to call but the hold time for them right now is 2 hours). Suggestions of something easier to do?

Lesley Haskell
541.386.1311 office
541.436.0644 desk

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20240208/ad01ce14/attachment.html>