[WSBAPT] CPWROS combined with TODD?

Thu Apr 16 09:41:16 PDT 2026

Very true!

On Thu, Apr 16, 2026 at 9:08 AM Diane Kiepe <diane at kiepelaw.com> wrote:

> 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
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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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>>> 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
>>>>
>>>> www.LauraLatta.com
>>>>
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>>>>
>>>> Kirkland, WA 98033
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>>>>
>>>>
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