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<p class="MsoNormal"><span style="font-size:16.0pt">Erin,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I certainly am not an expert on all things trust but generally speaking, most people use these to ensure that certain information is not disclosed. I personally would not send a copy of the trust. In fact,
I might not take any action. If anything, I would direct them to the county where the Will was filed and they can see the estate went into trust. Thereafter, if they request trust information, I think it is your obligation, barring direction from the Trustee
who understands his/her role, to indicated that only “qualified beneficiaries” as that term is defined in statute are entitled to trust information and that such person is not a qualified beneficiary (assuming you made sure of that).
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Any person with an interest in an estate or trust is entitled to file a TEDRA. If you are wanting to be proactive, I would dialogue with the client of sending a more direct letter indicating that the trust
provides no interest to the party and therefore there will be no further communication on the same (of course you can broaden that letter as you see fit). I personally would only provide a copy of the trust in very limited circumstances.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">All the best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt"><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>Erin Fairley<br>
<b>Sent:</b> Monday, November 1, 2021 12:26 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Language for notice to disinherited heir?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Dear All,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">To date, I haven’t needed to send a letter to disinherited heir under a will and trust. This is a Will that pours over to a trust; direct heir is not named in the trust.
<o:p></o:p></p>
<p class="MsoNormal">What ‘gentle’ language do you use in this situation? Would you send a copy of the trust?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I appreciate your thoughts and input.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best regards,<o:p></o:p></p>
<p class="MsoNormal">Erin<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="color:black">Erin Fairley</span></b><span style="color:black"> / Attorney<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><a href="mailto:erin@leschilaw.com">erin@leschilaw.com</a> / (206) 353-4625<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="color:black">Leschi Law, PLLC</span></b><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black">121 Lakeside Avenue, Suite B Seattle, WA 98122<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><a href="http://www.leschilaw.com/">www.leschilaw.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:black">The information contained in this e-mail message may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any use, distribution or copying of this e-mail message or
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