[WSBAPT] Advance on Inheritance

Tue Aug 19 14:51:23 PDT 2025

Under the circumstances, I would advise not to do it

On Tue, Aug 19, 2025 at 10:35 AM Dalynne Singleton <dalynne at glgmail.com>
wrote:

> 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*
>
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>
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>
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>
> dalynne at glgmail.com  *Website:  *www.glglawgroup.com
>
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> spencer at glgmail.com kristin at glgmail.com) & Carrie Ulrich and Candace
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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*
>
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