[WSBAPT] Amending Trust where Family Is Not in the Terms

Heather de Vrieze heatherd at westseattlelaw.com
Mon Sep 28 16:18:52 PDT 2026


I sure don’t think it is “required” but it is good evidence of knowledge of their heirs and a roadmap for the folks who follow (the next attorney) needing to administer the will/trust for the benefit of my children/issue/descendants. . . .

Heather S. de Vrieze
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane Kiepe
Sent: Monday, September 28, 2026 4:15 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Amending Trust where Family Is Not in the Terms

I am in the habit of listing the names and you could even say (as to the children), whose names currently are.....

Some attorneys put down the current name and then a FKA name.

Diane Kiepe, J.D., LL.M. Taxation
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com<mailto:diane at kiepelaw.com>
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Spokane Valley, WA  99206
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On Mon, Sep 28, 2026 at 3:59 PM Brent Williams-Ruth <brent at williams-ruthlaw.com<mailto:brent at williams-ruthlaw.com>> wrote:
I have an RLT done by another attorney. The attorney did not have a paragraph in the terms that specifically identified the family and issue of the Trustor, but stated that she is married and has kids from a prior marriage in the preamble recitals.

As I am doing the amendment - should I just include an update to this? The issue is that one child has married and has a different name; another child has transitioned and has a new legal name.

I had not encountered this before where I couldn't simply write "Amend Paragrah 1.5 to say......" because they are in the list of recitals that are not enumerated but "Witnesseth"


Brent Williams-Ruth (pronouns: he/him)
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