<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body style="overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">I currently have a case like this and it has been challenging because even though she officially changed her name and I have a court order saying so, the IRS still maintains that her SSN belongs to her original name. And, yes, she had a new Social Security card issued prior to her death with her new name and original SSN.<div><br></div><div>We opened the probate as “New Name, formerly known as Previous Name” and this has allowed us to bypass many of this issues but not all. </div><div><br></div><div>Getting an EIN number was the first hurdle, and opening an estate account another one that was difficult but ultimately overcome.</div><div><br></div><div>Amy<div><div><div style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div><font face="Lucida Calligraphy"><i><br></i></font></div><div><font face="Lucida Calligraphy"><i>Amy J. Goertz, J.D.</i></font></div><div><font face="Lucida Calligraphy"><i>Goertz & Lambrecht PLLC</i></font></div><div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> </div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">1.888.926.2607 phone<br>1.877.684.1627 fax<br><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Address for correspondence:</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 </div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Additional office locations:</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">510 Bell Street<br>Edmonds, WA 98020</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Goertz & Lambrecht PLLC</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a></div></div><div><br></div><div><br></div></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal;"><br class="Apple-interchange-newline" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;">
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<div><br><blockquote type="cite"><div>On Feb 2, 2023, at 1:26 PM, Heather de Vrieze <heatherd@westseattlelaw.com> wrote:</div><br class="Apple-interchange-newline"><div><div>I have done this on more than one occasion. Best to get it right at the outset, though a motion and order to amend can fix later discovered issues.<br><br>Heather S. de Vrieze<br>Attorney-at-Law<br>de Vrieze | Carney PLLC<br>3909 California Avenue SW<br>Seattle, WA 98116-3705 <br>(206)938-5500 <br>heatherd@westseattlelaw.com <br>www.westseattlelaw.com <br><br>CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.<br><br>-----Original Message-----<br>From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of John Creahan<br>Sent: Thursday, February 2, 2023 1:11 PM<br>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>Subject: [WSBAPT] Decedent used two names<br><br>Hi,<br>I have a situation I haven't seen before.<br>I have a new client who will be personal representative of her mother's estate.<br>Mom used two names - both the name she was born with ("Sally Smith") and her married name ("Sally Smith-Jones").<br>Apparently she has bank accounts in both names.<br>I am concerned that banks might not recognize the personal representative's authority if we open the estate in only one name.<br>Does anybody have any experience with opening an estate using an also known as (Sally Smith a/k/a Sally Smith-Jones).<br>FWIW, both names are on the death certificate.<br>Any thoughts would be appreciated.<br>Thanks,<br>John<br><br>John Creahan<br>206-578-5877<br>http://www.cairn-law.com<br><br>Fremont office:<br>3417 Evanston Ave. N.<br>Seattle, WA 98103<br><br><br><br><br><br>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<br>WSBAPT mailing list<br>WSBAPT@lists.wsbarppt.com<br>http://mailman.fsr.com/mailman/listinfo/wsbapt<br><br><br>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br>WSBAPT@lists.wsbarppt.com<br>http://mailman.fsr.com/mailman/listinfo/wsbapt<br></div></div></blockquote></div><br></div></div></body></html>