[WSBAPT] Advance on Inheritance

Tue Aug 19 10:34:54 PDT 2025

I always put this “lender” on notice in writing (email or letter) of my role as attorney in the Estate for the Administrator or heir and that there is no guarantee of inheritance or estate value.
It is not your responsibility to make sure this lender is covered and the contract for this “loan” is with the person taking it out and the lender, not you.
In my experience, these are horrible loans and the cost of them is ridiculous as far as fees and interest, penalties, etc. but NEVER guarantee payment from the Estate in inheritance or otherwise and let the person taking the loan out share the Inventory with the lender, again avoiding any guarantee by you of the value of the Estate.
Dalynne Singleton
Dalynne Singleton
Gourley Law Group
Snohomish Escrow/The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>  Website:  www.glglawgroup.com<http://www.glglawgroup.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Tuesday, August 19, 2025 9:33 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Advance on Inheritance

Greetings List Members -

This morning I received a called from a California company that apparently is going to give a loan to one of my Estate client's beneficiary who needs the money.

Here is the issue - the estate is mostly (90% of total value) about the proceeds from the real estate.

Does anyone have experience with this that could help me see the hidden pitfalls. My initial sense is that if he wants to sell his inheritance right and we don't even have a verified inventory yet (given that we don't know how much the house will sell for) - that is on him, correct?

Appreciate any guidance you can provide!

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

Mailing Address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

For All Meetings & Scheduling: info at williams-ruthlaw.com<mailto:info at williams-ruthlaw.com>

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
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