[WSBAPT] WSBAPT Digest, Vol 130, Issue 17
Jane Bitz
jbitz at whc-attorneys.com
Wed Jul 23 13:08:52 PDT 2025
Like Mark, I have always recorded the Community Property Agreement and never felt that we had to record an Affidavit of Surviving Spouse in addition to it.
In Spokane County, the Death Certificate has needed to be recorded separately for the last few years, instead of being “attached” as an additional document. The fee is nominal: Cover sheet, front and back (3 pages) for $20.
Jane G. Bitz
Of Counsel
WHC Attorneys PLLC
12209 E. Mission Ave, Suite 5
Spokane Valley, WA 99206-4824
(509) 927-9700 x126
FAX: (509) 777-1800
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Mark Anderson
Sent: Wednesday, July 23, 2025 11:28 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 130, Issue 17
My understanding is that, when evaluating the status of title, the primary focus of even a local friendly title officer is whether title is insurable or not. However, the local friendly title officer has invaluable exposure to this issue and experience in dealing such title issues.
Notwithstanding, in my opinion, the recording of a Community Property Agreement along with a Death Certificate is sufficient evidence as to the status of title, so long as the subject real property is clearly identified on the coversheet (and, better yet, within the CPA). This permits recordable evidence of the status of title to the subject real property. Although recording those documents does not itself convey title, it does show that one of the members of the marital community has died, with an effect much like the death of a joint owner.
Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock Street, Suite 209, PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
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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 James Dolan
Sent: Tuesday, July 22, 2025 4:27 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 130, Issue 17
Amy:
I have also heard that DOR has been tightening the screws. A couple of weeks ago I was informed by a county treasurer/agent that DOR recently did a training with line staff resulting in some changes in processing CPAs and related documents. For years, I have bundled an Affidavit of Surviving Spouse, the CPA and the deceased spouse’s death certificate into one tidy packet and recorded it. When I attempted this a couple of weeks ago, the agent told me that they (the county line workers) were instructed by DOR that the CPA needs to be recorded “first.” The language in the WAC does not appear to require this. 458-61A-202(6)(a): “If the transfer of real property to a surviving spouse or surviving domestic partner is in accordance with a community property agreement or right of survivorship clause, copies of the recorded agreement and a certified copy of the death certificate are required.” I pointed out that the CPA was being recorded at the same time as the death certificate, along with an affidavit that explained the conveyance. The agent, who over the years has always been helpful, literally glanced over both of her shoulders and said she would record my packet “this time,” but warned that this approach would probably not work in the future.
The next time I attempt this, I plan to call DOR in advance and see if I can get an explanation (besides DOR wanting additional recording fees). FWIW, I do agree that something in addition to the CPA and a death certificate is needed to actually effectuate the conveyance, which is why I bundle them with an affidavit that says: “H & W executed a valid CPA (Exhibit A), H is deceased (Death Certificate Exhibit B), therefore surviving spouse is claiming the real property legally described as (insert legal description).”
As for a “deed,” a previous, somewhat notorious treasurer/agent in the same county would tell the surviving spouse to create a deed conveying the property from the deceased spouse to the survivor. I happened to be next in line one day when the agent was giving this legal advice. I have heard that other people have had spouses sign such fake deeds just so there is something recorded that makes the conveyance. As you point out in your message, this does not make sense.
Another idea is to call your local friendly title officer and get instructions from him/her as to what makes sense in the eyes of the title company. I have found them appreciative of being asked for their input. Not sure if such an opinion would carry weight with DOR, but they are sympathetic 😊.
Jim Dolan
=========================
Jones Butler Dolan, PS
P.O. Box 458
10027 SR 532
Stanwood, WA 98292
(tel) 360-336-2939
(fax) 360-336-2949
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 Amy Felt
Sent: Tuesday, July 22, 2025 3:31 PM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 130, Issue 17
Lack of Probate Aff/Comm Prop agreement -
I had an interesting and frustrating experience yesterday at the Spokane County Treasurer's Office. I had previously recorded a Community Property Agreement and redacted death certificate for a client whose husband died a few years ago. I was trying to file a Quit Claim Deed for the surviving spouse into their newly created Revocable Trust. I had the necessary deed for moving the house from the surviving spouse to the Trust with the needed REETAS. The Treasurer's Office said I needed a deed (PR Deed) from the PR to his wife in addition to the CPA and redacted death cert. I said that the CPA negates the need for a deed and said there was never a formal probate opened so the PR could not do a deed. Who is going to sign the deed for the deceased husband if there is not a formal probate?
Three staff members told me the DOR had been pushing back that filing the CPA was not enough that a conveyance could only be done through deed. They all said the DOR was pushing back on LOPA as not being a conveyance and apparently CPA's as well. I said the CPA did not need a LOPA in addition to it. Anyway, after 1 1/2 hours debating with the staff and getting a manager involved (manager could not find the supposed push back email they referred to) reluctantly accepted the documents and I paid the fees. I told them if something had changed with the DOR to please let me know, but that every other time I had filed a CPA and death certificate that another deed was not required to move the property from deceased spouse to surviving and a second deed from surviving spouse into their trust.
One of the staff also told me I had to have filed the CPA before the husband died, which I told her I think she was confused with a TOD. I don't think she believed me!
Has anyone else had any pushback or did I just get staff that did not know what they are doing. I have done this same transaction numerous times over the years without incident.
On Tue, Jul 22, 2025 at 12:00 PM <wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com>> wrote:
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Today's Topics:
1. Declaring a person dead after missing more than 7 years to
obtain court order (Dalynne Singleton)
2. Professional Executors, Pierce County (Lynn Clare)
3. Re: Professional Executors, Pierce County
(Jeff at bellanddavispllc.com<mailto:Jeff at bellanddavispllc.com>)
4. Buying House with Inheritance (Amy Goertz)
5. Re: Buying House with Inheritance (Marcus Fry)
6. Re: Professional Executors, Pierce County (Lewis, Amy C.)
7. Re: Need referral for New Jersey Guardianship Attorney
(Nick Pleasants)
8. Re: Lack of Probate Aff/Comm Prop agreement (Nick Pleasants)
----------------------------------------------------------------------
Message: 1
Date: Mon, 21 Jul 2025 19:28:35 +0000
From: Dalynne Singleton <dalynne at glgmail.com<mailto:dalynne at glgmail.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Declaring a person dead after missing more than 7
years to obtain court order
Message-ID:
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My firm has a situation where we have a client whose wife went missing many years ago and he needs a QCD removing her from the title to real property so he can sell it. I found caselaw (Ireland v. Metro. Life Ins. Co., 184 Wash. 1, 4, 49 P.2d 469, 471 (1935)) and statute (RCW 11.05A.050(5)) which provides for a person who has been missing for 7 years to be declared legally dead.
I would appreciate receiving any petition and order obtained or reference to a probate estate cause number/county in which someone has been successful in this regard.
In Washington State, the process for declaring a missing person legally dead is governed by RCW 11.05A.050.
Legal Presumption of Death in Washington - A person may be presumed dead under the following conditions:
Seven-Year Rule:
* If an individual has been absent for a continuous period of seven years, during which they have not been heard from, and their absence is not satisfactorily explained after a diligent search or inquiry, they are presumed to be dead.
* The death is presumed to have occurred at the end of the seven-year period, unless there is sufficient evidence to suggest it occurred earlier.
Thank you.
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><mailto:dalynne at glgmail.com<mailto:dalynne at glgmail.com>> Website: www.glglawgroup.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.glglawgroup.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=wuABIGk1Knbh_A0twTjARpzucCvD9hgyIjQOEYXDles&e=><http://www.glglawgroup.com/<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.glglawgroup.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=cZ3nUpAHEJVd3RHKl653rAZi9k7ibP7Jyi7AyChSz2A&e=>>
Attorney/client meetings will be handled virtually whenever possible. If you would like to set a consultation, please call/email one my paralegals Valerie valerie at glgmail.com<mailto:valerie at glgmail.com><mailto:valerie at glgmail.com<mailto:valerie at glgmail.com>>, Kelly kelly at glgmail.com<mailto:kelly at glgmail.com><mailto:kelly at glgmail.com<mailto:kelly at glgmail.com>>, Erica erica at glgmail.com<mailto:erica at glgmail.com><mailto:erica at glgmail.com<mailto:erica at glgmail.com>>, or Theresa theresa at glgmail.com<mailto:theresa at glgmail.com><mailto:theresa at glgmail.com<mailto:theresa at glgmail.com>>. Co-counsels at GLG are Attorney Spencer Clower with paralegal, Kristin Jacobs (spencer at glgmail.com<mailto:spencer at glgmail.com><mailto:spencer at glgmail.com<mailto:spencer at glgmail.com>> kristin at glgmail.com<mailto:kristin at glgmail.com><mailto:kristin at glgmail.com<mailto:kristin at glgmail.com>>) & Carrie Ulrich and Candace Wilkerson (carrie at glgmail.com<mailto:carrie at glgmail.com><mailto:carrie at glgmail.com<mailto:carrie at glgmail.com>> candace at glgmail.com<mailto:candace at glgmail.com><mailto:candace at glgmail.com<mailto:candace at glgmail.com>> ).
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Message: 2
Date: Mon, 21 Jul 2025 12:47:15 -0700
From: Lynn Clare <lynnclare at clarelawfirm.com<mailto:lynnclare at clarelawfirm.com>>
To: "WSBA Probate & Trust listserve" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Professional Executors, Pierce County
Message-ID:
<CAEW-UCpZUKs4vymJXBkG41HbmMz34-U2be9+a4SX5JgZ5d4rxg at mail.gmail.com<mailto:CAEW-UCpZUKs4vymJXBkG41HbmMz34-U2be9%2Ba4SX5JgZ5d4rxg at mail.gmail.com>>
Content-Type: text/plain; charset="utf-8"
I have a friend who is a financial planner wondering if there are attorneys
or trust companies that also provide professional executor services for
large, complex estates. The PC is in Pierce County.
Lynn Clare
Clare Law Firm
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Message: 3
Date: Mon, 21 Jul 2025 13:15:00 -0700
From: <Jeff at bellanddavispllc.com<mailto:Jeff at bellanddavispllc.com>>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Professional Executors, Pierce County
Message-ID: <01b001dbfa7c$23a07a90$6ae16fb0$@bellanddavispllc.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__bellanddavispllc.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=ml7z2_QUFg60YU5JfH43CiWOwm67-wdinjpGi5ex8w0&e=>>
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Look at Clarity Guardians, LLC, P. O. Box 64750, Tacoma, WA 98464, (253) 433-0115.
W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: <mailto:jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>> jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
<http://www.bellanddavispllc.com/<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.bellanddavispllc.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=MvPHNfc3hkfdQ-PR3Egh4H7tZadkeM9_u67j-1AbeRw&e=>> www.bellanddavispllc.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.bellanddavispllc.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=ssu39C7SbUTGQbunZCXHcZqWYRbQ6cm7KG3mHSwatck&e=>
The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>> info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> or call 360.683.1129.
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 Lynn Clare
Sent: Monday, July 21, 2025 12:47 PM
To: WSBA Probate & Trust listserve <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Professional Executors, Pierce County
I have a friend who is a financial planner wondering if there are attorneys or trust companies that also provide professional executor services for large, complex estates. The PC is in Pierce County.
Lynn Clare
Clare Law Firm
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Message: 4
Date: Mon, 21 Jul 2025 13:46:47 -0700
From: Amy Goertz <amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Buying House with Inheritance
Message-ID: <554C07AE-88A7-448F-8406-4BB2C49E4059 at icloud.com<mailto:554C07AE-88A7-448F-8406-4BB2C49E4059 at icloud.com>>
Content-Type: text/plain; charset="utf-8"
Good Afternoon -
I have a recent client who just inherited a substantial amount of money and a house, which we titled as her sole and separate property. She is using this home as a rental (it was already a rental; she kept the tenants).
She has the inherited money in a separate account from her community funds and she does not deposit community funds into the account.
She is now in the middle of a divorce and has a local divorce attorney helping her. Her husband does not have a place to live and client is contemplating using some of her inheritance to purchase another rental home for her soon-to-be ex to live in, but wants to ensure that the property is and remains her separate property.
Divorce attorney told her that she would have to have husband "sign off" on her purchase in order for it to be and remain her separate property. Is this accurate or ?best practice? advice?
Aside from the terrible idea of renting to her soon-to-be ex husband, would she be able to use her separate funds to purchase this property on her own while she is still married or would it require a signature from the husband to ensure the continuity of the separate nature of the funds?
Amy
Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com> <mailto:amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>>
1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203
Additional office locations:
510 Bell Street
Edmonds, WA 98020
Goertz & Lambrecht PLLC
www.goertzlambrecht.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=Z6l2d90yL0Z1bTSYgdzrHgkV9XbD9XvmcsLmBjBmLbI&e=> <http://www.goertzlambrecht.com/<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=byO7iJn0WPWEe-mOEgMuP_hgMN8kGcgiaYbzbq1Wqdg&e=>>
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Message: 5
Date: Mon, 21 Jul 2025 20:55:30 +0000
From: Marcus Fry <MFry at hawleytroxell.com<mailto:MFry at hawleytroxell.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Buying House with Inheritance
Message-ID:
<PH3PPF5761CFEE93D3259DB304E80237EA2CF5DA at PH3PPF5761CFEE9.NAMP221.PROD.OUTLOOK.COM<mailto:PH3PPF5761CFEE93D3259DB304E80237EA2CF5DA at PH3PPF5761CFEE9.NAMP221.PROD.OUTLOOK.COM>>
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Amy:
My view she should be receiving direction from her divorce attorney rather than you. If something goes south with the divorce and you handled setting this up, you could be left exposed. You are free to contact the divorce attorney to give your $.02 that this shouldn?t be a problem from a tracing standpoint in the divorce and that as long as no financing is involved, she should be able to purchase the real property without much of an issue from any title company. But you would caveat that with you?re the divorce attorney, I?m not and let the divorce attorney handle. I should note if she is helping her ex out, I cannot see why he would not be agreeable to signing an acknowledgment (even through his divorce counsel) that this is her separate property.
-Marcus
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 Amy Goertz
Sent: Monday, July 21, 2025 1:47 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Buying House with Inheritance
* NOTICE: EXTERNAL EMAIL *
________________________________
Good Afternoon -
I have a recent client who just inherited a substantial amount of money and a house, which we titled as her sole and separate property. She is using this home as a rental (it was already a rental; she kept the tenants).
She has the inherited money in a separate account from her community funds and she does not deposit community funds into the account.
She is now in the middle of a divorce and has a local divorce attorney helping her. Her husband does not have a place to live and client is contemplating using some of her inheritance to purchase another rental home for her soon-to-be ex to live in, but wants to ensure that the property is and remains her separate property.
Divorce attorney told her that she would have to have husband "sign off" on her purchase in order for it to be and remain her separate property. Is this accurate or ?best practice? advice?
Aside from the terrible idea of renting to her soon-to-be ex husband, would she be able to use her separate funds to purchase this property on her own while she is still married or would it require a signature from the husband to ensure the continuity of the separate nature of the funds?
Amy
Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com><mailto:amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>>
1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203
Additional office locations:
510 Bell Street
Edmonds, WA 98020
Goertz & Lambrecht PLLC
www.goertzlambrecht.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=Z6l2d90yL0Z1bTSYgdzrHgkV9XbD9XvmcsLmBjBmLbI&e=><http://www.goertzlambrecht.com/<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=byO7iJn0WPWEe-mOEgMuP_hgMN8kGcgiaYbzbq1Wqdg&e=>>
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Message: 6
Date: Mon, 21 Jul 2025 21:49:32 +0000
From: "Lewis, Amy C." <ALewis at Eisenhowerlaw.com<mailto:ALewis at Eisenhowerlaw.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Professional Executors, Pierce County
Message-ID:
<MW2PR18MB226550182C3A0AAC7B32D0D4D95DA at MW2PR18MB2265.namprd18.prod.outlook.com<mailto:MW2PR18MB226550182C3A0AAC7B32D0D4D95DA at MW2PR18MB2265.namprd18.prod.outlook.com>>
Content-Type: text/plain; charset="utf-8"
If it?s large and complex, you could try Columbia Trust Company (they kept the Columbia name when Umpqua bought the bank) or one of the banks. Let me know if you would like a contact for Columbia Trust.
For all it?s bad retail/branch reputation, Bank of America has good estate and trust services. We also work with KeyBank a fair amount. Northwest Trustee and Management Services is also an option.
Amy Lewis, Attorney
Pronouns she/her/hers
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]
909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.eisenhowerlaw.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=DVy87yvLIWkwb-u7wChtGh-vQq7y36NNkPYR3lzIbtM&e=><http://www.eisenhowerlaw.com/<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.eisenhowerlaw.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=sAmNkNFc_C4SYbZSuePTfBZ9Ds0QeTSM_DTPOSRcdz4&e=>>
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 Lynn Clare
Sent: Monday, July 21, 2025 12:47 PM
To: WSBA Probate & Trust listserve <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Professional Executors, Pierce County
I have a friend who is a financial planner wondering if there are attorneys or trust companies that also provide professional executor services for large, complex estates. The PC is in Pierce County.
Lynn Clare
Clare Law Firm
IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.
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Message: 7
Date: Tue, 22 Jul 2025 17:40:17 +0000
From: Nick Pleasants <npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>>
To: "wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Need referral for New Jersey Guardianship
Attorney
Message-ID:
<SN7PR18MB4063F70AA3240AF2EB59F6C4C15CA at SN7PR18MB4063.namprd18.prod.outlook.com<mailto:SN7PR18MB4063F70AA3240AF2EB59F6C4C15CA at SN7PR18MB4063.namprd18.prod.outlook.com>>
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Hi Doris,
I don't have a specific referral, but I always recommend checking out the NAELA Directory for elder law / guardianship attorneys. Someone with a CELA designation could definitely help with Medicaid planning.
https://www.naela.org/FindALawyer<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.naela.org_FindALawyer&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=T2Z35rdZl5LNDXT21uEZJFSyUl9KvGwZJfEzapNWI-I&e=>
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><mailto: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 Doris <dorise2025 at gmail.com<mailto:dorise2025 at gmail.com>>
Sent: Thursday, July 17, 2025 8:02 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com> <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Need referral for New Jersey Guardianship Attorney
A client's brother-in-law who resided in New Jersey suffered a heart attack and is now in a vegetative state. The couple has a five-year-old daughter. Unfortunately, most of the financial accounts are in the husband's name and the wife would like to consult a guardianship attorney. Any referral is much appreciated.
Doris Eslinger
Eslinger Law Office
2200 112th Ave NE, Suite 200
Bellevue, WA 98004
425-451-3237
Doris at EslingerLawOffice.com<mailto:Doris at EslingerLawOffice.com>
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Message: 8
Date: Tue, 22 Jul 2025 17:59:40 +0000
From: Nick Pleasants <npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Lack of Probate Aff/Comm Prop agreement
Message-ID:
<SN7PR18MB40638F944A295D7827A3D5EAC15CA at SN7PR18MB4063.namprd18.prod.outlook.com<mailto:SN7PR18MB40638F944A295D7827A3D5EAC15CA at SN7PR18MB4063.namprd18.prod.outlook.com>>
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Ann,
I would say "Necessary" is in the eye of the beholder, usually a title company (or if you are apply for a Senior discount on property tax, then the beholder is the County Treasurer/Assessor). We have some title officers on this list serv, maybe they will chime in on proper vesting to the surviving spouse when there is a CPA. But in my experience, recording the CPA and Death Cert is sufficient for title to vest to the surviving spouse. If surviving spouse goes to sell, maybe title requests an affidavit that the CPA was valid at death, but I have never seen that. Often it is the kids who go to sell after both Mom and Dad have passed, and unless it is a blended family, it seems noncontroversial to let the kids/executor/trustee sell it. Also a little different if title was only in the deceased spouse's name, but if they bought as husband and wife, given we are a community property state, it is following the intestate scheme, so title would be less concerned.
Title Insurance underwriting is a risk calculation, so I highly encourage building a relationship with a title company/officer where you feel comfortable to call and ask them these questions.
Another idea to literally "insure" that the house is in the Trust is to request an owner's endorsement on the existing policy in the name of the trust. It might cost you $1,000 or so for endorsement, but that will definitely smooth the way for the trustee to sell the house in the future. You just need to find who issued the title policy when the client bought the house. That is often stamped on the Statutory Warranty Deed.
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><mailto: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 Ann Manley <ann at manleyfirm.com<mailto:ann at manleyfirm.com>>
Sent: Friday, July 18, 2025 9:45 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Lack of Probate Aff/Comm Prop agreement
Nick - at this point is an affidavit necessary saying the Comm Prop agreement has not been rescinded?
Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
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On Thu, Jun 26, 2025 at 11:48?AM Nick Pleasants <npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com><mailto:npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>>> wrote:
I would record the CPA and a redacted Death Certificate. No need for a LOPA. If surviving spouse goes to sell, he can do one privately with the Title Company. No need to record a public LOPA if there is a Community Property Agreement.
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><mailto:npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>>
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Subject: [WSBAPT] Lack of Probate Aff/Comm Prop agreement
Decedent had a will that left all assets to her husband. They also signed a CP agreement. I am preparing a LOPA for husband to sign. Should I record the CP agreement as well?
Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
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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.
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