[WSBAPT] CPWROS combined with TODD?

[Diane Kiepe]

Sometimes the obvious is not so obvious when your in the midst of a
transaction  - that's why it's great to ask - all these minds are sure to
be better then one alone (mine for sure anyway :)).



Diane Kiepe
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com
200 N. Mullan Rd., Suite 203
Spokane Valley, WA  99206
509-280-6414
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On Thu, Apr 16, 2026 at 8:28 AM Laura Latta <laura at lauralatta.com> wrote:

> Thank you for weighing in on this. I was thinking that the deed language
> seems compatible, but my instinct was that the recorder would reject a
> single deed with both transfers. It probably should have been obvious that
> the difference in the REETA  requirements would require two deeds. I
> appreciate you flagging this! Any other pro tips?
>
> On Wed, Apr 15, 2026 at 10:47 PM Sarah McCarthy <sarah at kawlawyers.com>
> wrote:
>
>> Hi Laura,
>> I think They should definitely be 2 separate deeds- the Todd doesn't vest
>> until the death of both grantors and remains revocable, no Reeta is filed
>> until both deaths.
>>
>> The deed to establish the Jtwros would require a reeta.
>>
>> Different wac exemptions for both.
>>
>> I don't ever try and skip steps and combine functions governed by
>> different wac exemptions.
>>
>> Sarah
>>
>> Sent by dictation from my iPhone. Please excuse typos and missing
>> punctuation!
>>
>> *Sarah O’Farrell McCarthy*
>>
>>
>> *(Pronouns: she / her)*Attorney, Partner | Kelly, Arndt &
>> Walker, Attorneys at Law, PLLP
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>> (Located on Whidbey Island, Island County, Washington)
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>> On Apr 15, 2026, at 10:16 PM, Laura Latta <laura at lauralatta.com> wrote:
>>
>> 
>>
>> Double checking to see if anyone has thoughts about combining Community
>> Property with a right of survivorship with a TODD? See more below.
>>
>> On Mon, Apr 13, 2026 at 1:42 PM Laura Latta <laura at lauralatta.com> wrote:
>>
>>> This is a first for me. Have any of you combined a transfer from H&W as
>>> community property to H&W as community property *with right of
>>> survivorship* and a transfer-on-death deed after the death of both
>>> spouses?
>>>
>>> I'm aware of the typical pros and cons related to TODDs, but I'm
>>> interested in hearing about additional considerations when combining CPWROS
>>> and TODD.
>>>
>>> For folks who have taken this route before, have you had any luck using
>>> a single deed or do you need one deed to establish the CPWROS and a second
>>> deed for the TODD?
>>>
>>> All thoughts and experience are welcome.
>>>
>>> Warmly,
>>> Laura
>>>
>>>
>>> *Laura LattaLaw Office of Laura Latta PLLC*
>>>
>>> she/her
>>>
>>> Phone (206) 841-2344
>>>
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>>>
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