<div dir="ltr"><div class="gmail_default" style="font-size:small">I had the opportunity to prepare and record a TODD last year for someone who died shortly thereafter. The beneficiary filed the REET and Death certificate and the home was sold within weeks. Title did not seem to have issue with approving the sale. I am not sure what the other particulars were but I was not involved in filing an affidavit or preparing any other document. Heather raises good points and now I wonder if I should wait for the 4 month or 2 years to pass or advice clients to wait. </div></div><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Jul 25, 2017 at 8:55 AM, Kate Gamble <span dir="ltr"><<a href="mailto:uptownlawpt@gmail.com" target="_blank">uptownlawpt@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div style="word-wrap:break-word;color:rgb(0,0,0);font-size:14px;font-family:Calibri,sans-serif"><div><div><div>It does transfer real property to the beneficiary named in the TODD, however in order to perfect, the decedent’s death certificate needs to be recorded. At that time, the Real Estate Excise Tax affidavit also needs to be completed.</div><div><br></div><div><div><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond">Kate Gamble</font></span></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond">Attorney at Law</font></span></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond">Uptown Law PLLC</font></span></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond">PO Box 835</font></span></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond">Port Townsend, WA 98368</font></span></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond"><a href="tel:(360)%20379-1818" value="+13603791818" target="_blank">(360) 379-1818</a></font></span></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond"><br></font></span></p><p class="MsoNormal" style="margin:0in 0in 0.0001pt"><br></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond" size="2"><b>CONFIDENTIALITY NOTICE:</b> This email, including any attachments, is confidential and subject to legal privilege. The information contained in this message is intended only for the use of the above named recipient. If you are not the intended recipient, you are hereby notified that any dissemination, disclosure, or copying of this communication, including all attachments, is strictly prohibited, and subject to penalty. If you have received this communication in error, please immediately notify us by return email and telephone at <a href="tel:(360)%20379-1818" value="+13603791818" target="_blank">360-379-1818</a>; then please destroy this original message and all attachments. Thank you.</font></span></p><p style="margin:0px"><br></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond" size="2"><b>SPECIAL NOTICE TO CLIENT(S): </b>If you are a client and this email is directed to you, DO NOT FORWARD to any other party, or you could be waiving the attorney-client privilege. </font></span><font face="Garamond" size="2"><b>NOTE:</b> I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. </font></p><p style="margin:0px"><span style="letter-spacing:0px"><font face="Garamond" size="2"><br></font></span></p><blockquote type="cite" style="font-family:Calibri"><div class="m_1996193581396556636WordSection1"><p class="MsoNormal" style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><br></p></div></blockquote></div><div><span style="letter-spacing:0px"><font face="Garamond" size="2"><br></font></span></div></div></div></div><div><br></div><span id="m_1996193581396556636OLK_SRC_BODY_SECTION"><div style="font-family:Calibri;font-size:11pt;text-align:left;color:black;BORDER-BOTTOM:medium none;BORDER-LEFT:medium none;PADDING-BOTTOM:0in;PADDING-LEFT:0in;PADDING-RIGHT:0in;BORDER-TOP:#b5c4df 1pt solid;BORDER-RIGHT:medium none;PADDING-TOP:3pt"><span style="font-weight:bold">From: </span> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.<wbr>wsbarppt.com</a>> on behalf of Jim Doran <<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a>><br><span style="font-weight:bold">Reply-To: </span> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br><span style="font-weight:bold">Date: </span> Monday, July 24, 2017 at 5:07 PM<span class=""><br><span style="font-weight:bold">To: </span> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br><span style="font-weight:bold">Subject: </span> Re: [WSBAPT] FW: TODD Template<br></span></div><div><div class="h5"><div><br></div><div dir="ltr"><div><div><div>Listmates:<br><br></div>I have never used a Transfer on Death Deed. Does it automatically transfer the property upon death without a Probate or the infamous Lack of Probate Affidavit? <br><br></div>Thanks,<br><br></div>Jim Doran<br><br></div><div class="gmail_extra"><br clear="all"><div><div class="m_1996193581396556636gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div><div>James R. Doran<br></div>Attorney at Law<br></div>100 E. Pine Street - Suite 205<br></div>Bellingham, WA 98225<br><a href="tel:(360)%20393-9506" value="+13603939506" target="_blank">(360)393-9506</a><br></div><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br></div><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br></div></div></div><br><div class="gmail_quote">On Mon, Jul 24, 2017 at 4:56 PM, Steve Waltar <span dir="ltr"><<a href="mailto:steve@waltar.com" target="_blank">steve@waltar.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div link="#0563C1" vlink="#954F72" lang="EN-US"><div class="m_1996193581396556636m_1902715810951843541WordSection1"><p class="MsoNormal">Has anyone done the Transfer on Death Deeds before? Feel free to look at my template and make any suggestions. Thanks
<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><div><p class="MsoNormal" style="background:white"><b><span style="color:black">Stephen M. Waltar</span></b><u></u><u></u></p><p class="MsoNormal" style="background:white"><b><span style="color:black">LEGACY ESTATE PLANNING, LLC</span></b><u></u><u></u></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">1750 - 112th Avenue NE, Suite C245</span><u></u><u></u></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Bellevue, WA 98004</span><u></u><u></u></p><p class="MsoNormal" style="background:white"><a href="tel:(425)%20455-6788" target="_blank"><span style="font-size:10.0pt;color:blue">(425) 455-6788</span></a><u></u><u></u></p><p class="MsoNormal" style="background:white"><a href="http://www.waltar.com/" title="blocked::http://www.waltar.com/" target="_blank"><span style="font-size:10.0pt;color:blue">www.waltar.com</span></a><u></u><u></u></p><p class="MsoNormal" style="background:white"><span style="font-family:Helvetica,sans-serif;color:black"> </span><u></u><u></u></p><p class="MsoNormal" style="background:white"><a href="http://www.waltar.com/" target="_blank"><span style="font-family:Helvetica,sans-serif;color:blue;text-decoration:none"><img style="width:1.3125in;height:.8854in" id="m_1996193581396556636m_1902715810951843541m_3453846728682604159Picture_x0020_6" src="cid:image006.jpg@01D3049D.9B40D410" alt="cid:image002.jpg@01CA47FC.9ED8CEE0" width="126" height="85" border="0"></span></a><u></u><u></u></p><p class="MsoNormal" style="background:white"><span style="font-size:10pt;font-family:Helvetica,sans-serif;color:black"> </span><span style="color:black"> </span><u></u><u></u></p><p class="MsoNormal" style="background:white"><a href="https://www.facebook.com/pages/Stephen-M-Waltar-PS/663832273655743" target="_blank"><span style="color:blue;text-decoration:none"><img style="width:.3333in;height:.3333in" id="m_1996193581396556636m_1902715810951843541m_3453846728682604159Picture_x0020_5" src="cid:image007.png@01D3049D.9B40D410" alt="facebook" width="32" height="32" border="0"></span></a><span style="color:black">
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forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.</span></i><u></u><u></u></p></div><p class="MsoNormal"><u></u> <u></u></p><div><div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b>From:</b> Jenessa Katz <br><b>Sent:</b> Monday, July 24, 2017 3:11 PM<br><b>To:</b> Steve Waltar <<a href="mailto:steve@waltar.com" target="_blank">steve@waltar.com</a>><br><b>Cc:</b> <a href="mailto:info@waltar.com" target="_blank">info@waltar.com</a><br><b>Subject:</b> TODD Template<u></u><u></u></p></div></div><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Located in S:\data\TEMPLATES & FORMS\<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><b><span style="color:#1f497d">Jenessa Katz</span><span style="color:black"><br></span></b><span style="font-size:10.0pt;color:#1d1b11">Administrative Assistant<u></u><u></u></span></p><p class="MsoNormal"><b><span style="font-size:10.0pt;color:#1d1b11">LEGACY ESTATE PLANNING, LLC<u></u><u></u></span></b></p><p class="MsoNormal"><b><span style="font-size:10.0pt;color:#1d1b11">a division of Stephen M. Waltar, PS<u></u><u></u></span></b></p><p class="MsoNormal"><span style="font-size:10.0pt;color:#1d1b11">1750 112<sup>th</sup> Avenue NE, Suite C245, Bellevue, WA 98004<u></u><u></u></span></p><p class="MsoNormal"><a href="mailto:jenessa@waltar.com" target="_blank"><span style="font-size:10.0pt">jenessa@waltar.com</span></a><span style="font-size:10.0pt;color:#1d1b11"> | <a href="tel:(425)%20455-6788" value="+14254556788" target="_blank">425.455.6788</a> o | <a href="tel:(425)%20450-4601" value="+14254504601" target="_blank">425.450.4601</a> f<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:10.0pt;color:#1d1b11"><u></u> <u></u></span></p><p class="MsoNormal"><a href="http://www.yelp.com/biz/stephen-m-waltar-ps-bellevue" target="_blank"><span style="text-decoration:none"><img style="width:.2916in;height:.2916in" id="m_1996193581396556636m_1902715810951843541Picture_x0020_1" src="cid:image001.png@01D3048E.6CEF3700" alt="yelp" width="28" height="28" border="0"></span></a>
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