[WSBAPT] WSBAPT Digest - Subscription Forms
Katie Groblewski
katie at eidoslegacy.com
Sat Nov 23 12:37:51 PST 2024
Thank you to Sandra Perkins who replied to Terry's request below. To provide more detail, I have a company separate from my law firm through which we sell subscriptions ($150/mo) to estate planning forms for Washington and Oregon. Our Washington Estate Planning forms include Will and Trust based planning, as well as many other features, including deeds, plan summaries, online client questionnaires, and client-facing education materials. Our website is https://agile-ep.com. We offer a 14-day free trial as well as a sample set of forms if you're interested.
We are working to add Washington non-intervention probate automated forms by summer of 2025. If anyone on the listserv is interested in beta testing probate forms, please reply to me and I'll add you to our list.
Thanks -
Katie Groblewski
-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of wsbapt-request at lists.wsbarppt.com
Sent: Saturday, November 23, 2024 12:00 PM
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Subject: WSBAPT Digest, Vol 122, Issue 25
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Today's Topics:
1. Re: New King County E-Filing System and Electronic Letters
(Sandra Perkins)
2. List Serve Questions (Terry Gobel)
3. Re: List Serve Questions (Sandra Perkins)
----------------------------------------------------------------------
Message: 1
Date: Fri, 22 Nov 2024 20:46:19 +0000
From: Sandra Perkins <sandra at slplaw.net>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] New King County E-Filing System and Electronic
Letters
Message-ID:
<SN4P222MB054111C5C840766809F5FE8FB5232 at SN4P222MB0541.NAMP222.PROD.OUTLOOK.COM>
Content-Type: text/plain; charset="utf-8"
Hello, all! I opened my first probate under the new system this week. Yesterday I e-filed my Ex Parte Via the Clerk request midday. I received my Order at 9:52 this morning.
I emailed dja.epvc at kingcounty.gov<mailto:dja.epvc at kingcounty.gov> to request that Letters Testamentary be added to the court file. After being told I should check back in 24-48 hours, I received another email at 11:36 saying they had been added. I ordered the LT and a certified copy of the Order. They were available at 11:43 a.m. I have both in hand right now.
That is not quite as easy as the old system, and the certified copies look a little different, but that was faster than I expected.
I suggest politely requesting LT to be added to the court file soon after you receive your Order. It cannot hurt!
Have a great weekend!
Sandra Perkins
Effective 24 April 2023, Sandra Lynn Perkins, PLLC, has moved to Suite 940 and has a new zip+4, 98101-2509. All other contact information remains the same.
Sandra Lynn Perkins, PLLC
1325 Fourth Avenue, Suite 940
Seattle, WA 98101-2509
Telephone: (206) 381-8500
Facsimile: (206) 299-3890
sandra at slplaw.net
This e-mail may contain confidential information which is legally privileged. The information is solely for the use of the addressee named above. If you are not the intended recipient, any disclosure, copying, distribution or other use of the contents of this information is strictly prohibited. If you have received this e-mail in error, please notify us by return e-mail and delete this message. Thank you.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Julie Martiniello
Sent: Wednesday, November 20, 2024 8:37 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] New King County E-Filing System and Electronic Letters
Hello All,
An update on our end. After the order was signed EPVC, two days later the court file had Letters Testamentary and we were able to order an electronic certified copy. So I think there is just going to be a lag time.
I did email the clerk about it and then an hour later the Letters appeared, so it could have been that push to issue the Letters or 1-2 business days may just be the new wait time after an order is signed.
On Tue, Nov 19, 2024 at 4:24?PM Nick Pleasants <npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>> wrote:
My experience after getting the Order Admitting Will signed was to email dja.epvc at kingcounty.gov<mailto:dja.epvc at kingcounty.gov> and request them to issue the Letters Testamentary. They filed it as a document in the case file and replied to my email. Then I could purchase an electronic certified copy of the Letters through KC Script.
I?m not sure if this is the official process to use for now until they fix the EPVC form, but it worked for me.
Best,
Nick
Nicholas Pleasants | Shareholder
[OseranHahnAttyatLaw 8]
11225 SE 6th Street | Suite 100 | Bellevue, WA 98004
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>
CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited.
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 Julie Martiniello
Sent: Tuesday, November 19, 2024 8:49 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] New King County E-Filing System and Electronic Letters
Following up on this. Does anyone know if electronic letters can be ordered after the fact- I am not seeing that option? Our orders have been signed via EPVC, but now it appears we will have to go in person to have the Letters issued. Which will cost our clients more time and money of course.
On Fri, Nov 15, 2024 at 9:09?AM <julie at dimensionlaw.com<mailto:julie at dimensionlaw.com>> wrote:
Yes that is what the clerk told us to do- order them after the fact. But of course that is just putting us behind an extra couple of days.
I?ll send them an email requesting they add that capability and maybe if enough of us do, we can get that process back!
On Nov 15, 2024, at 8:26?AM, Sandra Perkins <sandra at slplaw.net<mailto:sandra at slplaw.net>> wrote:
?
I attended one of the webinars about the new e-filing system, and I asked that question in the chat. I was told in the chat to ?wait a few days? after the Order is entered and then order LT through the same system.
This seems like a step backwards, wasting everyone?s time and effort.
Is there any way we can convince King County to allow us to order LT when we submit the Order to Ex Parte Via the Clerk?
Sandra Perkins
Effective 24 April 2023, Sandra Lynn Perkins, PLLC, has moved to Suite 940 and has a new zip+4, 98101-2509. All other contact information remains the same.
Sandra Lynn Perkins, PLLC
1325 Fourth Avenue, Suite 940
Seattle, WA 98101-2509
Telephone: (206) 381-8500
Facsimile: (206) 299-3890
sandra at slplaw.net<mailto:sandra at slplaw.net>
This e-mail may contain confidential information which is legally privileged. The information is solely for the use of the addressee named above. If you are not the intended recipient, any disclosure, copying, distribution or other use of the contents of this information is strictly prohibited. If you have received this e-mail in error, please notify us by return e-mail and delete this message. Thank you.
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 Julie Martiniello
Sent: Friday, November 15, 2024 6:42 AM
To: Trust and Probate Section <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] New King County E-Filing System and Electronic Letters
Hello All,
We have been submitting our first probate filings ex-parte in King County this week and we have not seen an option when submitting to request Letters Testamentary/Administration as with the old system.
My paralegal has asked the clerk, who said there should have been an add-on option, but no one in my office has seen one.
Does anyone have any insight on how we are supposed to get electronic Letters now?
--
Respectfully,
Julie Martiniello, Partner
Dimension Law Group, PLLC
Office: 206-973-3500?Fax: 206-577-5090
Email: julie at dimensionlaw.com<mailto:synthia at dimensionlaw.com>
www.dimensionlaw.com<https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.dimensionlaw.com%2f&c=E,1,u0nMziSgLi9vQMgs_N4SFOhyOzWzk2UpdCIdjICN1PxvFgK_btTUhHorHsxdOZ1x1QM5Ah-rlm8US5ZQXDP7f-5HhiHbD7spbBP22enr4ScKjcyxsXt6zkE9xWeK&typo=1>
631 Strander Blvd, Bldg A, Suite G, Tukwila, WA 98188
Our office will be closed for Thanksgiving from November 27-29 and for the holidays from December 24 through January 1.
PRIVILEGED AND CONFIDENTIAL: This email (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this email is prohibited. If you have received this email in error, please immediately notify us by email, facsimile, or telephone; return the email to us at the email address below; and destroy all paper and electronic copies.
PRIVILEGED AND CONFIDENTIAL: This e-mail (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this e-mail is prohibited. Attempts to intercept this message are in violation of 18 USC 2511(1) of the Electronic Communications Privacy Act, which subjects the interceptor to fines, imprisonment and/or civil damages. If you have received this e-mail in error, please immediately notify us by e-mail, facsimile, or telephone; return the e-mail to us at the e-mail address below; and destroy all paper and electronic copies. Any settlement offer contained herein is made pursuant to Washington ER 408, and without admitting fault or liability on the part of this firm?s client(s) or its agents. IRS CIRCULAR 2
30 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.
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--
Respectfully,
Julie Martiniello, Partner
Dimension Law Group, PLLC
Office: 206-973-3500?Fax: 206-577-5090
Email: julie at dimensionlaw.com<mailto:synthia at dimensionlaw.com>
www.dimensionlaw.com<https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.dimensionlaw.com%2f&c=E,1,JKV4MP4xctnXiBMa_NmQoehKzkT6JRnVX5FhAQX2URdu9BQR03nx8teoTHIff7gsnJQ-oO710h6sQcZw4RMETd-ZYJQGmQ2QrA2rbvQdxfknafNMk7mOIQ,,&typo=1>
631 Strander Blvd, Bldg A, Suite G, Tukwila, WA 98188
Our office will be closed for Thanksgiving from November 27-29 and for the holidays from December 24 through January 1.
PRIVILEGED AND CONFIDENTIAL: This email (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this email is prohibited. If you have received this email in error, please immediately notify us by email, facsimile, or telephone; return the email to us at the email address below; and destroy all paper and electronic copies.
PRIVILEGED AND CONFIDENTIAL: This e-mail (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this e-mail is prohibited. Attempts to intercept this message are in violation of 18 USC 2511(1) of the Electronic Communications Privacy Act, which subjects the interceptor to fines, imprisonment and/or civil damages. If you have received this e-mail in error, please immediately notify us by e-mail, facsimile, or telephone; return the e-mail to us at the e-mail address below; and destroy all paper and electronic copies. Any settlement offer contained herein is made pursuant to Washington ER 408, and without admitting fault or liability on the part of this firm?s client(s) or its agents. IRS CIRCULAR 2
30 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.
***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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--
Respectfully,
Julie Martiniello, Partner
Dimension Law Group, PLLC
Office: 206-973-3500?Fax: 206-577-5090
Email: julie at dimensionlaw.com<mailto:synthia at dimensionlaw.com>
www.dimensionlaw.com<http://www.dimensionlaw.com/>
631 Strander Blvd, Bldg A, Suite G, Tukwila, WA 98188
Our office will be closed for Thanksgiving from November 27-29 and for the holidays from December 24 through January 1.
PRIVILEGED AND CONFIDENTIAL: This email (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this email is prohibited. If you have received this email in error, please immediately notify us by email, facsimile, or telephone; return the email to us at the email address below; and destroy all paper and electronic copies.
PRIVILEGED AND CONFIDENTIAL: This e-mail (including any attachments) is intended only for the use of the individual or entity named above and may contain privileged or confidential information. If you are not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, you are notified that any review, dissemination, distribution or copying of this e-mail is prohibited. Attempts to intercept this message are in violation of 18 USC 2511(1) of the Electronic Communications Privacy Act, which subjects the interceptor to fines, imprisonment and/or civil damages. If you have received this e-mail in error, please immediately notify us by e-mail, facsimile, or telephone; return the e-mail to us at the e-mail address below; and destroy all paper and electronic copies. Any settlement offer contained herein is made pursuant to Washington ER 408, and without admitting fault or liability on the part of this firm?s client(s) or its agents. IRS CIRCULAR 2
30 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.
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Message: 2
Date: Fri, 22 Nov 2024 20:47:12 +0000
From: Terry Gobel <TerryGobel at attorneyinspokane.com>
To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] List Serve Questions
Message-ID:
<DS0PR10MB69952B42B584C961323FA670DA232 at DS0PR10MB6995.namprd10.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
1. Is there a good WA relevant forms program and/or subscription service for wills, trusts, probate/trust pleadings and powers of attorney?
2. Is there a good program for administration of probates? I'm looking for a tool that will let me track progress, plug in due dates and prompt tasks as they come due.
Very truly yours,
Terry D. Gobel, J.D.
Gobel Law Office, PLLC
421 W. Riverside Avenue, Suite 908
Spokane, Washington 99201
(509) 624-4102
624-4115 (fax)
www.attorneyinspokane.com<http://www.attorneyinspokane.com>
This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the system manager. This message contains confidential information and is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake and delete this e-mail from your system. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited.
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Message: 3
Date: Fri, 22 Nov 2024 20:52:30 +0000
From: Sandra Perkins <sandra at slplaw.net>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>, Terry
Gobel <TerryGobel at attorneyinspokane.com>
Subject: Re: [WSBAPT] List Serve Questions
Message-ID:
<SN4P222MB05419358E26284A94686FF24B5232 at SN4P222MB0541.NAMP222.PROD.OUTLOOK.COM>
Content-Type: text/plain; charset="us-ascii"
Hello, all! I responded to this same email yesterday on behalf of Katie Groblewski, who has no power at her office right now. Here is that response again:
HI Terry and all! Please check out www.agile-ep.com<http://www.agile-ep.com>.
Katie Groblewski has been working hard on great forms that conform to WA law! She cannot respond herself right now because she is dealing with a power outage and internet outage at her home/office.
Thanks! Sandra
Effective 24 April 2023, Sandra Lynn Perkins, PLLC, has moved to Suite 940 and has a new zip+4, 98101-2509. All other contact information remains the same.
Sandra Lynn Perkins, PLLC
1325 Fourth Avenue, Suite 940
Seattle, WA 98101-2509
Telephone: (206) 381-8500
Facsimile: (206) 299-3890
sandra at slplaw.net
This e-mail may contain confidential information which is legally privileged. The information is solely for the use of the addressee named above. If you are not the intended recipient, any disclosure, copying, distribution or other use of the contents of this information is strictly prohibited. If you have received this e-mail in error, please notify us by return e-mail and delete this message. Thank you.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Terry Gobel
Sent: Friday, November 22, 2024 12:47 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] List Serve Questions
1. Is there a good WA relevant forms program and/or subscription service for wills, trusts, probate/trust pleadings and powers of attorney?
2. Is there a good program for administration of probates? I'm looking for a tool that will let me track progress, plug in due dates and prompt tasks as they come due.
Very truly yours,
Terry D. Gobel, J.D.
Gobel Law Office, PLLC
421 W. Riverside Avenue, Suite 908
Spokane, Washington 99201
(509) 624-4102
624-4115 (fax)
www.attorneyinspokane.com<http://www.attorneyinspokane.com>
This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the system manager. This message contains confidential information and is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake and delete this e-mail from your system. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited.
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