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<p class="MsoNormal"><span style="color:#1F497D">May I say, I love this listserv.<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">Thank you, Amy!! And thank you to all who sent me names as well.<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">Kate<o:p></o:p></span></p>
<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>Lewis, Amy C.<br>
<b>Sent:</b> Tuesday, November 10, 2015 11:30 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] referral needed<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Kate,<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 recently had a similar issue arise in California. The title company told me about a “Heggstad Petition,” which is supposed to be quicker and less expensive than an ancillary probate. Here
is the information they sent me:<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"><a href="http://legaldocspro.net/blog/heggstad-petitions-in-california/">http://legaldocspro.net/blog/heggstad-petitions-in-california/</a><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"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:0in">
<span style="font-family:"Calibri","sans-serif";color:black">Amy C. Lewis, Attorney<o:p></o:p></span></p>
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<span style="font-size:3.0pt;font-family:"Calibri","sans-serif";color:#C00000"><o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#C00000">ESTATE PLANNING & PROBATE</span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p style="margin-top:0in"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 | </span><span style="font-family:"Calibri","sans-serif";color:black"><a href="http://www.eisenhowerlaw.com/"><span style="font-size:11.0pt;color:#C00000;text-decoration:none">www.eisenhowerlaw.com</span></a></span><o:p></o:p></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>Kate Szurek<br>
<b>Sent:</b> Tuesday, November 10, 2015 11:22 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] referral needed<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My law partner’s elderly estate planning clients died (yes, both husband and wife, close in time to one another) after their estate plan was finalized but before they were able to complete the transfer into their RLT of their California
real estate – located in Indio, Riverside County. We are therefore looking for California counsel, ideally in Riverside County, who can assist with an ancillary probate.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Recommendations?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks, as always.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Kate<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D"><img border="0" width="193" height="51" id="Picture_x0020_1" src="cid:image001.jpg@01D11BB3.F14A0130" alt="SkagitLaw_Signature (2)"><o:p></o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:13.5pt;font-family:"Cataneo BT";color:blue">Kate Szurek</span></i></b><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black">, J.D., LL.M.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">P.O. Box 336 / 227 Freeway Drive, Suite B<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">Mount Vernon, WA 98273<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">360.336.1000<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">360.336.6690 (fax)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:kate@skagitlaw.com"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">kate@skagitlaw.com</span></a></span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="http://www.skagitlaw.com/"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">http://www.skagitlaw.com</span></a></span><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">
</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal" style="border:none;padding:0in"><span style="font-size:9.0pt;font-family:"Times New Roman","serif";color:gray">IMPORTANT/CONFIDENTIAL:</span><span style="font-size:10.0pt;font-family:"Times New Roman","serif";color:gray">
</span><span style="font-size:9.0pt;font-family:"Times New Roman","serif";color:gray">This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information
is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended
recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather,<em> please promptly notify the sender by reply e-mail, and then destroy all copies of the
message and its attachments, if any.</em> </span><span style="font-size:10.0pt;font-family:"Times New Roman","serif";color:gray"><o:p></o:p></span></p>
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