[WSBAPT] Pour-Over Will and RLT Title Issue

[Lewis, Amy C.]

I would create a simple TEDRA agreement to create a clear record of what occurred in case questions arise in the future.


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<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Robin Swanson
Sent: Monday, March 30, 2026 12:04 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Pour-Over Will and RLT Title Issue


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.

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