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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72" style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>We recently prepared a small estate affidavit for a client (one of 3 siblings who inherited Mom’s estate) including the supplemental affidavits signed by all heirs, and were able to deposit 3 checks payable to Mom into client’s account. Client then divided the funds.<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'>We were ready with another small estate affidavit to present to the payee to reissue the checks in case our first approach failed.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'>Lenard L Wittlake, PLLC<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'>Attorney & Counselor at Law<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'>22 East Poplar Street, Suite 202<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'>P.O. Box 1233<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'>Walla Walla, WA 99362<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'>(509) 529-1529 voice<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'>(509) 850-3515 fax<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'><a href="mailto:Lenard@wittlakelaw.com"><span style='color:blue'>Lenard@wittlakelaw.com</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D;mso-ligatures:none'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D;mso-ligatures:none'>The information contained in this email may be privileged, confidential or<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D;mso-ligatures:none'>otherwise protected from disclosure. If you received this email in error,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D;mso-ligatures:none'>please reply to the sender that you have received this information in error<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D;mso-ligatures:none'>and delete this email.</span><span style='color:#1F497D;mso-ligatures:none'><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 #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif";mso-ligatures:none'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif";mso-ligatures:none'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Jenna Brozik<br><b>Sent:</b> Monday, April 17, 2023 5:30 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> [WSBAPT] Living Trust issue<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Hello list mates, <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Client’s mother passed away and the mother had a living trust. Client is the Trustee of the Living Trust and only beneficiary. All assets were titled in the Living Trust. However, client received a check in the mail after mother passed away. Apparently the mother overpaid her healthcare premium and the company issued her a check for the overpayment. The check is made out to the Estate. Client called to ask company to make it out to Living Trust. Company has refused. Company has refused to reissue the check under any name. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Should client just open up a bank account under the Estate to get this check deposited? No probate is necessary in this case. Any suggestions would be appreciated. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-family:"Lucida Calligraphy";mso-ligatures:none'>Jenna Brozik<o:p></o:p></span></p><p class=MsoNormal><i><span style='font-family:"Calibri Light","sans-serif";mso-ligatures:none'>Managing Attorney<o:p></o:p></span></i></p><p class=MsoNormal><b><span style='font-family:"Calibri Light","sans-serif";color:#222222;mso-ligatures:none'>PRINZ & BROZIK PLLC</span></b><span style='font-family:"Calibri Light","sans-serif";color:#222222;mso-ligatures:none'><br>445 S. Grand Avenue<br>Pullman, WA 99163<br>509-338-0908 Telephone<br>509-338-3527 Facsimile</span><span style='font-family:"Calibri Light","sans-serif";mso-ligatures:none'><o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>