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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal><a name="_MailEndCompose"><span style='color:#1F497D'>I read the Estate of Little case with interest, and my reading of it indicates that the list must be in existence at the time the will is executed. If it is created or altered later, would that not fall outside the statute? (Of course the statute allowing for a tangible personal property list states that such a list may be created or amended at any time.)<o:p></o:p></span></a></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Based on that case law, I would NOT allow my client to do this unless (1) I see the list on or before the date the will is executed; and (2) I believe the client understands the list cannot be amended later without execution of a new will or codicil.<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'>Best,<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Sara<o:p></o:p></span></p><div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><img width=23 height=27 id="_x0000_i1028" src="cid:image002.jpg@01D53193.03519750" alt="cid:image001.jpg@01D1F8A6.19C81E60"><o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Century",serif;color:#1F497D'>Sara D. Longley, J.D., LL.M.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Century",serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Century",serif;color:#1F497D'>L</span><span style='font-size:9.0pt;font-family:"Century",serif;color:#1F497D'>ONGLEY</span><span style='font-family:"Century",serif;color:#1F497D'> L</span><span style='font-size:9.0pt;font-family:"Century",serif;color:#1F497D'>AW</span><span style='font-family:"Century",serif;color:#1F497D'> PLLC <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Century",serif;color:#1F497D'>1734 NW Market Street<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Century",serif;color:#1F497D'>Seattle, WA 98107<o:p></o:p></span></p><p class=MsoNormal><a href="tel:%28206%29%20434-5644" target="_blank"><span style='font-family:"Century",serif'>(206) 434-5644</span></a><span style='font-family:"Century",serif;color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><a href="mailto:Sara@longley-law.pro" target="_blank"><span style='font-family:"Century",serif'>Sara@Longley-law.pro</span></a><span style='font-family:"Century",serif;color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><a href="http://www.longley-law.pro/" target="_blank"><span style='font-family:"Century",serif'>www.longley-law.pro</span></a><span style='font-family:"Century",serif;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='color:#1F497D'>ATTENTION CLIENTS: I am in the process of merging my law firm into Ivy Law Group, PLLC. Over the next few months my web site will redirect to </span><a href="http://www.ivylawgroup.com">www.ivylawgroup.com</a><span style='color:#1F497D'> and I will begin emailing from </span><a href="mailto:Sara@ivylawgroup.com">Sara@ivylawgroup.com</a><span style='color:#1F497D'>. My existing email address and telephone number will continue to function and my physical office location will not change. I look forward to serving you in the coming years.</span><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='color:#1F497D'>This email is intended only for the individual to whom it is addressed and may contain information that is privileged, confidential, and/or exempt from disclosure. If you have received this message in error, please inform the sender by telephone or reply email and delete this message and all attachments. Thank you.<o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Donna Calf Robe<br><b>Sent:</b> Wednesday, July 3, 2019 10:33 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; KCBA Real Property, Probate and Trust Law Discussion List <realpropertyprobatetrustlaw@lists.kcba.org><br><b>Subject:</b> Re: [WSBAPT] Incorporation by Reference<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Heather,<o:p></o:p></p><p class=MsoNormal>A similar issue was addressed in the recent case below. But I’d be hesitant to do it.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoPlainText>Jun. 24, 2019 - 78082-4 - In Re The Estate Of Constance E. Little; Roxanne Trees, Res. V. Renae Roberson, App. <o:p></o:p></p><p class=MsoPlainText><a href="http://www.courts.wa.gov/opinions/?fa=opinions.disp&filename=780824MAJ">http://www.courts.wa.gov/opinions/?fa=opinions.disp&filename=780824MAJ</a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal style='background:white'><b><i><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'>Donna</span></i></b><o:p></o:p></p><p class=MsoNormal style='background:white'><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Donna M. Calf Robe<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Attorney<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Brothers & Henderson, P.S.<o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Times New Roman",serif;color:black'>2722 Eastlake Avenue East, Suite 200</span><span style='font-family:"Times New Roman",serif'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Times New Roman",serif;color:black'>Seattle, Washington 98102</span><span style='font-family:"Times New Roman",serif'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Times New Roman",serif;color:black'>Phone: (206) 324-4300 x113</span><span style='font-family:"Times New Roman",serif'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Times New Roman",serif;color:black'>Fax: (206) 324-3106</span><span style='font-family:"Times New Roman",serif'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Times New Roman",serif;color:black'>e-mail: <a href="mailto:donnac@brothershenderson.com">donnac@brothershenderson.com</a></span><span style='font-family:"Times New Roman",serif'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Times New Roman",serif;color:black'><a href="http://www.brothershenderson.com/"><span style='color:blue'>www.brothershenderson.com</span></a></span><span style='font-family:"Times New Roman",serif'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Times New Roman",serif;color:black'><img border=0 width=196 height=56 id="Picture_x0020_3" src="cid:image004.jpg@01D53192.8C4A6650" alt="cid:image001.jpg@01D3393F.04BE7570"></span><span style='font-family:"Times New Roman",serif'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Times New Roman",serif;color:black'>The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only for the use of the individual or entity named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited. All personal messages are solely the views of the sender and are not to be attributed to Brothers & Henderson, P.S. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and all copies including attachments.</span><span style='font-size:10.0pt;font-family:"Times New Roman",serif'><o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Heather de Vrieze<br><b>Sent:</b> Wednesday, July 3, 2019 10:18 AM<br><b>To:</b> 'wsbapt@lists.wsbarppt.com' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>; KCBA Real Property, Probate and Trust Law Discussion List <<a href="mailto:realpropertyprobatetrustlaw@lists.kcba.org">realpropertyprobatetrustlaw@lists.kcba.org</a>><br><b>Subject:</b> [WSBAPT] Incorporation by Reference<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Clients request the darndest things. “Just make up my Will without naming beneficiaries and have it say that I will leave my executor a list of beneficiaries. I want to be able to change that list anytime.”<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>In Wills it is clear that we can incorporate by reference any document existing at the time of making the Will by sufficient reference to the document in the Will. I would not attempt to have the Will incorporate a possible later created document, except as it relates to tangible personal property disposition.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Is there any reason to believe that such incorporation by reference of a later created document be OK in a Trust?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Any cites?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Heather<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D'>Heather S. de Vrieze</span><b><span style='font-size:16.0pt;color:#1F497D'><br></span></b><i><span style='font-family:"Garamond",serif;color:#1F497D'>Attorney-at-Law<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-family:"Garamond",serif;color:#1F497D'><img border=0 width=189 height=105 id="_x0000_i1026" src="cid:image005.jpg@01D53192.8C4A6650" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style='font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D'><o:p></o:p></span></i></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>3909 California Avenue SW<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>Seattle, WA 98116-3705 <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>(206)938-5500 <o:p></o:p></span></p><p class=MsoNormal><a href="mailto:heatherd@westseattlelaw.com"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>heatherd@westseattlelaw.com</span></a><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><a href="http://www.westseattlelaw.com/"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>www.westseattlelaw.com</span></a><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:Nyala;color:#9B0000'>Our office will be closed July 4 and 5 in observation of Independence Day</span></b><span style='font-size:10.0pt;font-family:Nyala;color:#9B0000'><o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A'>Click here to connect with de Vrieze | Carney on Facebook: </span><span style='color:#1F497D'> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style='color:blue;text-decoration:none'><img border=0 width=72 height=21 id="Picture_x0020_1" src="cid:image006.png@01D53192.8C4A6650" alt="FB Logo"></span></b></a><span style='font-family:Nyala;color:#44524E'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;color:#A6A6A6'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;color:#A6A6A6'>CONFIDENTIAL & PRIVILEGED. 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