<div dir="ltr">So if she does the legal name change now, are all of the <i>pre </i>dated legal documents okay? Even though the name used wasn't legally correct at that time? <div><br></div><div>For example, does she need to re-record a deed or have her Will or RLT corrected (from 10-20 years ago) or mention anything about the name change since those were pre-legally changed name? It would be a disaster to have to change all of those as there are a ton! </div><div><br></div><div>I assume not, but would love to hear what others think. </div><div><br></div><div>I am thinking the easiest and least expensive fix is for her to just get the legal name change done and correct it on her Social Security and leave the rest of the documents as is. </div><div><br></div><div>Thanks, </div><div><br></div><div>Setareh </div></div><div class="gmail_extra"><br><div class="gmail_quote">On Mon, May 15, 2017 at 8:43 AM, Martin Silver <span dir="ltr"><<a href="mailto:msilver@wolfenet.com" target="_blank">msilver@wolfenet.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<div>My brother did this after college, he is now 73, but he finally did a name
change to make sure no problem with SS and passport. But for a long time
even SS took his pseudonym and issued a new card just on his word. But
that was pre 9/11. These days you cannot even make a cash deposit at BOA
without showing ID unless the tellers know you really really really well, so get
a legal name change.</div>
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<div style="BACKGROUND:#f5f5f5">
<div><b>From:</b> <a title="mahmoodi.setareh@gmail.com" href="mailto:mahmoodi.setareh@gmail.com" target="_blank">Setareh Mahmoodi</a> </div>
<div><b>Sent:</b> Sunday, May 14, 2017 11:28 PM</div>
<div><b>To:</b> <a title="wsbapt@lists.wsbarppt.com" href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">WSBA Probate & Trust Listserv</a>
</div>
<div><b>Subject:</b> [WSBAPT] Name Issue</div></div></div>
<div> </div></div>
<div style="FONT-SIZE:small;TEXT-DECORATION:none;FONT-FAMILY:"Calibri";FONT-WEIGHT:normal;COLOR:#000000;FONT-STYLE:normal;DISPLAY:inline"><div><div class="h5">
<div dir="ltr">Hello,
<div> </div>
<div>I have a client whose first name appears as "Shirley" on her birth
certificate and social security card. She decided to change the spelling (on her
own, not legally) post middle school, so everything else is spelled as "Shirlee"
i.e. driver's license, wedding license, bank accounts, deeds, properties, and
all estate planning documents. </div>
<div> </div>
<div>Will this be an issue? If so what needs to be done to correct it? A legal
name change? Has anyone dealt with such an issue before? </div>
<div> </div>
<div>Thanks, </div>
<div><br>Setareh </div>
<div> </div>-- <br>
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<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt">Best regards, </span></b></p>
<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt"><br></span></b></p>
<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt">Setareh Mahmoodi </span></b></p>
<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt">Attorney at Law </span></b></p>
<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt">18222 104th Ave NE, Suite 103</span></b></p>
<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt">Bothell, WA 98011</span></b></p>
<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt">Phone: <a href="tel:(425)%20806-1500" value="+14258061500" target="_blank">425-806-1500</a></span></b></p>
<p style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif;MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b><span style="FONT-SIZE:10pt">Cell: <a href="tel:(206)%20683-1006" value="+12066831006" target="_blank">206-683-1006</a> <br></span></b></p>
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<p style="MARGIN:6pt 0in 0pt;BACKGROUND-COLOR:rgb(255,255,255)"><b style="FONT-SIZE:13px;FONT-FAMILY:arial,sans-serif"><span style="FONT-SIZE:10pt">Website: </span></b><span style="FONT-SIZE:13px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Best regards, </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Setareh Mahmoodi </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Attorney at Law </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">18222 104th Ave NE, Suite 103</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Bothell, WA 98011</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Phone: 425-806-1500</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Cell: 206-683-1006 <br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Fax: 425-489-4142 (Please email documents if at all possible) </span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">Website: </span></b><span style="font-size:13.3333px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10pt"> This email message and any attachments is a transmission from the law firm and is intended for the </span><span style="font-size:13.3333px">recipient</span><span style="font-size:10pt"> only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><span style="font-size:10pt">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
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