[WSBAPT] Family section of estate plan

[Philip N. Jones]

I always vote in favor of telling the full story early in the will, which means in the list of family, but list her legal relationship accurately.  No reason to be shy.
Phil Jones


Philip N. Jones 
BLACK | HELTERLINE LLP
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Portland, OR 97205
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503.224.6148 (f)
www.bhlaw.com
philip.jones at bhlaw.com
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Thursday, November 7, 2024 5:09 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Family section of estate plan

Client has two children she is leaving her estate to. She also has a birth daughter that was adopted as an infant by another couple. My client has become close to the birth daughter, and wants to list her as the remote contingent beneficiary. Should I refer to the birth daughter in the family section, or acknowledge her in some way?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
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