[WSBAPT] Upcoming name change

[Philip N. Jones]

When I was in law school, I was taught that a person could use any name they like, without legally changing their name, as long as it was not done to defraud someone.  I have never heard anyone tell me anything different.
My mother spent her entire life referring to herself as Dee, even though her birth certificate said Dessie.
I have a client who spent his entire professional life using one name, even though his legal name was very different.
I don’t have any legal authority to cite on this subject.  So this is merely my opinion.
I think you can go ahead and notarize, but you might feel more comfortable referring to the notarized person as “formerly known as”.
Phil Jones

Philip N. Jones |Duffy Kekel LLP
900 S.W. Fifth Ave., Suite 2500, Portland OR 97204
(503) 226-1371 (main) ) | (503) 226-3574 (fax)
(503) 853-1482 (cell)
pjones at duffykekel.com<mailto:pjones at duffykekel.com>

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Wednesday, June 5, 2024 1:06 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Upcoming name change

So I can notarize the signature even though her ID will say Bobby Brown?

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

* 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.


On Mon, Jun 3, 2024 at 4:45 PM Philip N. Jones <pjones at duffykekel.com<mailto:pjones at duffykekel.com>> wrote:
Yes.  In the will, describe her as Sally Smith, formerly known as Bobby Brown. Have her sign as  Sally Smith.
Phil Jones

Get Outlook for iOS<https://aka.ms/o0ukef>
________________________________
From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> on behalf of Ann Manley <ann at manleyfirm.com<mailto:ann at manleyfirm.com>>
Sent: Monday, June 3, 2024 3:58:41 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Upcoming name change

Client/friend got divorced last year, and is now changing her name. Court date for the name change isn't until August.

Her estate planning documents will be in her new name. Can we sign them now, even though her ID still has her current name?

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

* 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.
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
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