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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Joe – There are two ways to handle this situation – at least in my opinion. (1) File notice/non-probate notice or (2) very clearly document that you have recommended filing notice to creditors
and that your client has instructed you not to do it. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Financial Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">mcv@ohanafc.com www.ohanafc.com<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Joe Pew<br>
<b>Sent:</b> Monday, July 22, 2019 2:57 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Non-Probate Notice to Creditors<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello Listmates,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Periodically we encounter potential probate clients who do not need or want to open a probate. Often the decedent is a spouse and the couple executed a community property agreement. Or, the couple used a revocable living trust to hold
their assets. I’m curious about if/how you handle notices to creditors in those situations. The Non-Probate Notice to Creditors requires the appointment of a Notice Agent, which itself requires paying a filing fee and filing a declaration and oath with the
court clerk. While this is not overly onerous, it is still additional legal work and seems to defeat some of the “avoiding probate” purpose of the community property agreement or revocable trust.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’m curious about how you handle these types of situations. Do you always file/publish a Non-Probate Notice to Creditors? Never? If only sometimes, what criteria do you use to determine whether to do so?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Joe<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Joseph N. Pew, V, Esq.<o:p></o:p></p>
<p class="MsoNormal">Scarff Law Firm, PLLC<o:p></o:p></p>
<p class="MsoNormal">3035 Island Crest Way<o:p></o:p></p>
<p class="MsoNormal">Suite 201<o:p></o:p></p>
<p class="MsoNormal">Mercer Island, WA 98040<o:p></o:p></p>
<p class="MsoNormal"><a href="tel:206.236.1500" target="_blank"><span style="color:windowtext;text-decoration:none">206.236.1500</span></a> 206.905.5912 (fax)
<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:joe@scarfflaw.com"><span style="color:blue">joe@scarfflaw.com</span></a>
<o:p></o:p></p>
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