[WSBAPT] Minor changes to estate and health care papers

[Brent Williams-Ruth]

Monday Morning Confession

Dana, I am not certain if you were the original author of the documents -
but I will share that in an attempt to keep costs (un)reasonably low in my
early years I would take matters like this and change just the one thing
but not review the entire document. It came back to haunt me.

1) Trust that wasn't a Washington trust, but only discovered after death.
If I had reviewed it, I could have changed the situs but instead we had
trust administration under the ORS.
2) Defective trust that didn't have the paragraph relating to residual
distribution and so the end result was people getting money client wanted
to exclude.
3) Just last week in review of another persons estate plan - defective
execution on two codicils, a Healthcare POA that was provided by a Hospital
that was not witnessed nor notarized.

All of this is to say that ever since I have required a full review and
read through of documents the vast majority have included issues that the
client knew nothing about and was happy that I caught it.  One client went
as far as to say - that is never what they intended. Just in case you are
curious, no, that was not a client with cognitive issues, their prior
attorney either didn't listen or copied and pasted someone elses plan but
they didn't do the page by page walk through at the signing.

Just my word of caution about making the one simple change.

Brent


*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

e-mail <Brent at Williams-RuthLaw.com> / website
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On Sun, Aug 16, 2026 at 12:53 PM Diane Kiepe <diane at kiepelaw.com> wrote:

> Dana,
>
> You will probably find someone closer to you, but if you don't, I can
> help, but I would need some more details.
>
> 1.  Do you have the e-documents in Word form to share?
> 2.  Is he single or is there a partner/spouse involved?
> 3.  Does he need to change a name or actually add an omitted name?
>
> PLEASE NOTE THAT MY RESPONSE TIME MAY BE DELAYED DUE TO PENDING MATTERS.
> I WILL ALSO BE TRAVELING FROM AUGUST 26, 2026, UNTIL AUGUST 30, 2026, WITH
> LIMITED ACCESS TO EMAIL.  I WILL ALSO BE IN TRIAL THE WEEK OF SEPTEMBER 7,
> 2026.  I WILL RETURN COMMUNICATIONS, AS SOON AS POSSIBLE DURING THESE TIMES.
>
> Diane Kiepe, J.D., LL.M. Taxation
> Kiepe Estate and Probate, PLLC
> diane at kiepelaw.com
> 200 N. Mullan Rd., Suite 203
> Spokane Valley, WA  99206
> 509-808-2087
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>
>
> On Sun, Aug 16, 2026 at 12:41 PM Dana Yaffee <dana at yaffeelaw.com> wrote:
>
>> List mate,
>>  I have a friend who needs to make some minor changes to his estate plans
>> i.e. trust will healthcare. Basically he needs to change a name.   is there
>> someone who might be willing to help him out with this at a low-cost since
>> it involves omitting a name?  I would help but I broke my wrist so I can't
>> type and can't write.
>>
>> Please contact me if you can help out.
>> Thank you Dana
>>
>>
>>
>>
>>
>> Dana Yaffee
>>
>> Attorney at Law
>> (206) 920-5165
>>
>>
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