<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">Josh, <div>I believe this is the applicable statute, pasted below. “Specifically referred to” is the relevant language read as requiring reference to account numbers. (Of course, referencing full account numbers and other identifying info in a will that will eventually be publicly filed isn’t ideal.) It’s not a great plan, I don’t think. I have seen one case where the relevant account number and financial institution changed after the date the will was executed, so the intended disposition was not effective anyway, and litigation among beneficiaries ensued. A lot easier and more effective just to update the beneficiary designations on the account, rather than trying to accomplish this in a will. </div><div><div style="font-size: 16px; box-sizing: border-box; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: "Open Sans", Helvetica, Arial, sans-serif; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); -webkit-text-size-adjust: 100%;"><h3 style="box-sizing: border-box; margin-bottom: 10px; margin-top: 5px;"><br></h3><h3 style="box-sizing: border-box; margin-bottom: 10px; margin-top: 5px;">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.11.020" class="ui-link" style="box-sizing: border-box; color: rgb(43, 103, 77); text-decoration: none;">11.11.020</a></h3></div><div style="font-size: 16px; box-sizing: border-box; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: "Open Sans", Helvetica, Arial, sans-serif; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); -webkit-text-size-adjust: 100%;"><h3 style="box-sizing: border-box; margin-bottom: 10px; margin-top: 5px;">Disposition of nonprobate assets under will.</h3></div><div style="font-size: 16px; box-sizing: border-box; caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: "Open Sans", Helvetica, Arial, sans-serif; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); -webkit-text-size-adjust: 100%;"><div style="box-sizing: border-box; text-indent: 0.5in;">(1) Subject to community property rights, upon the death of an owner the owner's interest in any nonprobate asset <b>specifically referred to in the owner's will</b> belongs to the testamentary beneficiary named to receive the nonprobate asset, notwithstanding the rights of any beneficiary designated before the date of the will.</div></div></div><div>...<br><br><div dir="ltr">Sent by dictation from my iPhone. Please excuse typos and missing punctuation!</div><div dir="ltr"><br><blockquote type="cite">On May 12, 2021, at 12:54 PM, Josh Grant <jgrant@accima.com> wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr">
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<div><font size="4">Roger, do you have the cite which says we have to list
individual accounts on the “super will”?</font></div>
<div> </div>
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<div dir="ltr">
<div style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<div><strong><span style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</span></strong><span style="COLOR: #004080"><br></span><span style="COLOR: black"><div><advocates[3].png></div><br></span><span style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<br>Wilbur, WA 99185<br>509 647 5578</span><span style="COLOR: black"><o:p></o:p></span></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 style="FONT: 10pt tahoma">
<div> </div>
<div style="BACKGROUND: #f5f5f5">
<div style="font-color: black"><b>From:</b> <a title="cwilkerson@wongfleming.com">Candace Wilkerson</a> </div>
<div><b>Sent:</b> Thursday, May 06, 2021 1:11 PM</div>
<div><b>To:</b> <a title="wsbapt@lists.wsbarppt.com">WSBA Probate & Trust
Listserv</a> </div>
<div><b>Subject:</b> Re: [WSBAPT] Question about will language</div></div></div>
<div> </div></div>
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<p class="MsoNormal">Thanks, Phil and Roger! I just wanted to make sure I
was analyzing it accurately.<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal">Candace<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<div>
<p class="MsoNormal"><span style="COLOR: #1f497d"><div><image001.png></div></span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma",sans-serif; COLOR: black">Top
Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer
Media</span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10pt; COLOR: black">Candace
Wilkerson<b> |</b> Senior Associate</span><b><span style="FONT-SIZE: 10pt; COLOR: red"> </span></b><b><span style="FONT-SIZE: 10pt; COLOR: #484848">| </span></b><span style="FONT-SIZE: 10pt; COLOR: black">Wong Fleming </span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10.5pt; COLOR: #7f7f7f"><div><image002.png></div></span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10pt; COLOR: black">10675 Willows
Road NE, Suite 250 </span><b><span style="FONT-SIZE: 10pt; COLOR: #484848">| </span></b><span style="FONT-SIZE: 10pt; COLOR: #484848"> </span><span style="FONT-SIZE: 10pt; COLOR: black">Redmond, WA 98052</span><span style="FONT-SIZE: 10pt; COLOR: #484848"><br></span><span style="FONT-SIZE: 10pt; COLOR: black">Phone: 425.869.4040 </span><b><span style="FONT-SIZE: 10pt; COLOR: #484848">|</span></b><span style="FONT-SIZE: 10pt; COLOR: #484848"> </span><span style="FONT-SIZE: 10pt; COLOR: black">Fax: 425.869.4050 <br></span><a><span style="FONT-SIZE: 10pt; COLOR: blue">cwilkerson@wongfleming.com</span></a><o:p></o:p></p>
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<p class="MsoNormal"><span style="FONT-SIZE: 10.5pt; COLOR: black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="COLOR: #993366"><div><image003.png></div></span><o:p></o:p></p>
<p class="MsoNormal"><span style="COLOR: #1f497d"><div><image004.jpg></div></span><o:p></o:p></p>
<p class="MsoNormal" style="MARGIN-BOTTOM: 5pt"><span style="FONT-SIZE: 8pt; COLOR: black">Before proceeding, please note: If you are
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<p class="MsoNormal"><o:p></o:p> </p>
<div>
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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>Roger
Hawkes<br><b>Sent:</b> Thursday, May 6, 2021 12:56 PM<br><b>To:</b> WSBA Probate
& Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re:
[WSBAPT] Question about will language<o:p></o:p></p></div></div>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">And you probably all know that any sort of ‘superwill’
changes have to identify the account specificallyl.<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<div>
<p class="MsoNormal">Roger Hawkes, WSBA #
5173
<o:p></o:p></p>
<p class="MsoNormal"><i><span style="FONT-SIZE: 14pt">Shoreline</span></i> Office:
19944 Ballinger Way NE<o:p></o:p></p>
<p class="MsoNormal">
Shoreline, WA 98155<o:p></o:p></p>
<p class="MsoNormal"><i><span style="FONT-SIZE: 14pt">Sultan</span></i>
Office: 423 Main<o:p></o:p></p>
<p class="MsoNormal">
Sultan, WA 98294<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">Phone: 206 367 5000; fax: 206 367 4005<o:p></o:p></p>
<p class="MsoNormal">Email: <a>roger@law-hawks.com</a> <o:p></o:p></p>
<p class="MsoNormal">Web site: <a href="https://url.emailprotection.link/?bbO8QUp8VDeFs9k3URWRO3_P4_MmynD-QKsJRXBfSh_4nveqrRkG3Sl1nquj8aZvWAJxYNIbn1PEWow4PsEBH6A~~">www.hawkeslawfirm.com</a><o:p></o:p></p>
<p class="MsoNormal"><div><image005.jpg></div><o:p></o:p></p></div>
<p class="MsoNormal"><o:p></o:p> </p>
<div>
<div style="BORDER-TOP: #e1e1e1 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<p class="MsoNormal"><b>From:</b> <a>wsbapt-bounces@lists.wsbarppt.com</a>
<<a>wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Philip N.
Jones<br><b>Sent:</b> Thursday, May 6, 2021 12:50 PM<br><b>To:</b> WSBA Probate
& Trust Listserv <<a>wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b>
Re: [WSBAPT] Question about will language<o:p></o:p></p></div></div>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">My vote is that
such language was not intended to allow the PR to change beneficiaries or
dispositions. In my view, if that were the intent, it would have said so
very specifically.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">Phil
Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif"><o:p></o:p></span> </p>
<div>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">Philip N.
Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">Duffy Kekel
LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">900 S.W. Fifth
Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">Portland, OR
97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif"><a>pjones@duffykekel.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">(503) 226-1371 –
office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">(503) 853-1482 –
cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif">(503) 226-3574 -
fax<o:p></o:p></span></p></div>
<p class="MsoNormal"><span style="FONT-SIZE: 14pt; FONT-FAMILY: "Times New Roman",serif"><o:p></o:p></span> </p>
<div>
<div style="BORDER-TOP: #e1e1e1 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<p class="MsoNormal"><b>From:</b> <a>wsbapt-bounces@lists.wsbarppt.com</a>
<<a>wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Candace
Wilkerson<br><b>Sent:</b> Thursday, May 6, 2021 12:40 PM<br><b>To:</b> WSBA
Probate & Trust Listserv
<<a>wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Question
about will language<o:p></o:p></p></div></div>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">Hi Listmates,<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">I have a question regarding interpretation of a specific
paragraph in a will.<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">The wills I draft contain the following
provision:<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><i>My Personal Representative shall have all of the powers
now or hereafter conferred on my Personal Representative by Title 11, RCW and
any powers enumerated elsewhere in this Will.<o:p></o:p></i></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">Then the wills I draft go on to itemize specific powers
regarding real estate, etc.<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal">However, the specific will I’m dealing with (currently being
probated) contains similar language but adds another sentence:<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><i>I hereby give my said Personal Representative full power
and authority over my said property as I might possess or exercise if
living.<o:p></o:p></i></p>
<p class="MsoNormal"><i><o:p></o:p></i> </p>
<p class="MsoNormal">I am trying to wrap my head around the ramifications of that
additional sentence. I am assuming this just gives the PR the right to
manage and sell the estate property as the Decedent would while alive,
*<b>not</b>* the power to change the beneficiaries or distributions of that
property. The testator made it clear in the will who was to receive the
estate. But because I think this sentence may become an issue in the case,
I just want to ask if I am missing something.<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">Candace Wilkerson<o:p></o:p></p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><i><o:p></o:p></i> </p>
<p class="MsoNormal"><i><o:p></o:p></i> </p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><o:p></o:p> </p>
<p class="MsoNormal"><span style="COLOR: #1f497d"><div><image001.png></div></span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma",sans-serif; COLOR: black">Top
Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer
Media</span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10pt; COLOR: black">Candace
Wilkerson<b> |</b> Senior Associate</span><b><span style="FONT-SIZE: 10pt; COLOR: red"> </span></b><b><span style="FONT-SIZE: 10pt; COLOR: #484848">| </span></b><span style="FONT-SIZE: 10pt; COLOR: black">Wong Fleming </span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10.5pt; COLOR: #7f7f7f"><div><image002.png></div></span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10pt; COLOR: black">10675 Willows
Road NE, Suite 250 <b>| </b>Redmond, WA 98052</span><span style="FONT-SIZE: 10pt; COLOR: #484848"><br></span><span style="FONT-SIZE: 10pt; COLOR: black">Phone: 425.869.4040 </span><b><span style="FONT-SIZE: 10pt; COLOR: #484848">|</span></b><span style="FONT-SIZE: 10pt; COLOR: #484848"> </span><span style="FONT-SIZE: 10pt; COLOR: black">Fax: 425.869.4050 <br></span><a><span style="FONT-SIZE: 10pt; COLOR: blue">cwilkerson@wongfleming.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10.5pt; COLOR: black"><div><image002.png></div></span><o:p></o:p></p>
<p class="MsoNormal"><span style="FONT-SIZE: 10.5pt; COLOR: black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="COLOR: #993366"><div><image003.png></div></span><o:p></o:p></p>
<p class="MsoNormal"><span style="COLOR: #1f497d"><div><image004.jpg></div></span><o:p></o:p></p>
<p class="MsoNormal" style="MARGIN-BOTTOM: 5pt"><span style="FONT-SIZE: 8pt; COLOR: black">Before proceeding, please note: If you are
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attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is
not established until and unless Wong Fleming agrees to such a relationship as
reflected in a separate writing. <br><br>IRS Circular 230 disclosure: To ensure
compliance with requirements imposed by the IRS, we inform you that any U.S.
federal tax advice contained in this communication (including any attachments)
is not intended or written to be used, and cannot be used, for the purpose of
(a) avoiding penalties under the Internal Revenue Code or (b) promoting,
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THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING,
OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED</span><o:p></o:p></p>
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