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<p class="MsoNormal"><span style="color:#1F497D">List mates:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I am trying to take care of a very small estate. It has a CD for less than $12,000 and three checks made payable to the estate of $1,700. That’s it. I was going to use a small estate affidavit but the bank
is insisting that we set up an estate bank account and provide Letters Testamentary and an EIN for the estate. I think I can convince them that we don’t need the letters but I’m concerned about the EIN. I have applied for EIN’s for estates before but the
online program always ask for the County and State where the probate has been filed and the name of the Personal Representative. Has anyone successfully obtained an EIN for an estate without filing a probate? I hate to file a probate just to satisfy some
bank manager’s checklist of documents.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks in advance for your responses.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Stuart<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"> </span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black"><img width="360" height="144" id="ecxPicture_x0020_1" src="cid:image004.jpg@01D0872F.C7CB3360" alt="Description: Description: Logo_2009_email"></span><span style="color:black"> </span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">Stuart M. Ainsley<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">Attorney</span></b><b><span style="color:#1F497D"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">Law Offices of Stuart M. Ainsley, P.S.<sup>1</sup></span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">2701 Mingus Drive</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">Cedar Park, TX 78613<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">512-638-0285 (Texas phone number)</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">206-780-9024 (Washington phone number)</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">512-366-5216 (fax)<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#0070C0"><a href="mailto:stuart@ainsleylaw.com">mailto:stuart@ainsleylaw.com</a></span></u><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><sup><span style="font-family:"Arial","sans-serif";color:navy">1</span></sup><span style="font-family:"Arial","sans-serif";color:navy">Licensed to practice Law in Texas and Washington<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="color:navy">CONFIDENTIAL COMMUNICATION</span></b><b><span style="font-size:10.0pt;color:navy"><br>
</span></b><b><span style="color:navy">This e-mail message is confidential. It is intended solely for the use of the individual named above. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, you are hereby
advised that any dissemination, distribution or copying of this communication is prohibited. If you have received this e-mail in error, please immediately notify the sender by reply e-mail and delete and/or destroy the original and all copies of the e-mail
message.</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>CHRISTOPHER CONSTANTINE<br>
<b>Sent:</b> Monday, May 04, 2015 10:09 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Amending a Will While Under Guardianship<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-autospace:none"><i><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Estate of Alsup</span></i><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">, 181 Wash.App. 856 has facts that may be
very close to your case. <o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Chris Constantine<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Of Counsel, Inc., P.S.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">P. O. Box 7125<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Tacoma, WA 98417-0125<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">(253) 752-7850<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jami Pannell<br>
<b>Sent:</b> Monday, May 04, 2015 5:34 PM<br>
<b>To:</b> WSBA Estate Planning Discussion Group<br>
<b>Subject:</b> [WSBAPT] Amending a Will While Under Guardianship<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Colleagues:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">[This question is posed by my practice partner.] We consulted with a potential client who initially had a guardianship established over him while he convalesced from a head injury. He eventually recovered from his injuries and went back
to living life almost as independently as before his injury. He had the court appointed guardian removed and wanted to keep his guardianship for major financial decisions, so he had his stepdaughter appointed. Now he is interested in updating a will he made
prior to the initial guardianship, as well as executing a transfer on death deed. The resulting changes would be consistent with his original estate plan and our opinion is that he has the capacity to make these changes and understands them fully. I believe
this would be in compliance with RPC 1.14.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The order appointing the original guardian specifically revoked his right to make or amend a will, and the new order appointing his stepdaughter is silent on the issue. His stepdaughter is also his heir, which may complicate matters.
Can anyone point to legal support for us drafting a valid codicil and deed in spite of what the original guardianship order states? <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Any feedback is appreciated.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:#002060">Jami L. Pannell<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">Attorney & Counselor at Law<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray"><img border="0" width="120" height="58" id="Picture_x0020_1" src="cid:image005.jpg@01D0872F.C7CB3360" alt="For email"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;color:black">A Nonprofit Organization<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><b><span style="color:black"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">1655 Hudson Street, Ste. 1<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">Longview, WA 98632</span></b><span style="color:gray"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:gray">T: (360) 442-4101<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">F: (360) 200-6799<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray"><a href="http://www.3rlaw.org/"><span style="color:gray">3Rlaw.org</span></a><o:p></o:p></span></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
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