[WSBAPT] Pour-Over Will and RLT Title Issue

[Brent Williams-Ruth]

I would add the caveat that everyone agrees - as of today.

If this goes sideways. Is the income you will get from this client
sufficient to sustain the agony of a bar complaint or malpractice suit?

Advocate for your client. Be as efficient and cost effective as you
possibly can.  Do not jeopardize yourself or your livelihood over a couple
hundred dollars and the time associated with it.

Just my thoughts from the bigger picture.

*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
<http://www.williams-ruthlaw.com/> / facebook
<http://www.facebook.com/bwrlaw> /


On Mon, Mar 30, 2026 at 12:04 PM Robin Swanson <robin at securelegallegacy.com>
wrote:

> Hello,
>
> I have a probate situation where the decedent had a pour-over will, but
> the revocable living trust was never funded during life. The sole
> beneficiary is serving as Personal Representative in probate. The pour-over
> directs the estate assets into the trust, but since there is only one
> beneficiary and no other interested parties, can the PR deed the property
> directly to himself without first transferring it into the trust, or could
> this cause title issues in the future?
>
> I heard this could be documented via TEDRA with multiple beneficiaries,
> but this is a sole beneficiary. But even in this case, where everyone
> agrees, is it a good idea?
>
> Thank you in advance for your thoughts and suggestions.
>
>
> --
>
>
> Robin Swanson
>
> Secure Legal Legacy, PLLC
>
>
> *NOTICE: Secure Legal Legacy will be closed 4/13/26-4/17/26. *
>
>
> **NOTICE: This e-mail message, including any attachments hereto, is for
> the sole use of the intended recipient(s) and may contain confidential
> and/or privileged information. If you are not the intended recipient(s),
> any unauthorized review, use, copying, disclosure or distribution is
> prohibited. If you are not the intended recipient(s), please contact the
> sender by reply e-mail immediately and destroy the original and all copies
> (including electronic versions) of this message and any of its attachments.
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260330/d95d691b/attachment.html>