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<p class="MsoNormal">My experience is that the title insurance companies will accept “Mary Jones who also appears of record as Mary Smith.”<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"> Bruce Moen<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></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>Laura Latta<br>
<b>Sent:</b> Friday, April 21, 2023 3:15 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Another Questions about AKAs<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Listmates, <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Continuing on the theme for akas: <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hypothetical client, Mary S. Jones, often goes by her husband's last name "Smith" despite never having legally changed her name. Estate planning documents are prepared as Mary. S. Jones aka Mary S. Smith. However, she took title to her
home as Mary S. Smith (which was never her legal name.)<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">How should she be named in a quitclaim deed transferring her home to her trust?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">I have used the following where title is acquired as a single person and the homeowner later marries: <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">"Mary S. Jones (who acquired title as Mary S. Smith) hereby conveys and quitclaims to ... "<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">But in those instances, the name on the title was correct at the time title was acquired. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Is there a way to convey the home to the trust correctly or would you refer a client like this to a real estate attorney to sort out the titling of the property before further conveyances are executed. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thank you in advance for puzzling this out with me.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Warmly,<o:p></o:p></p>
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<p class="MsoNormal">Laura <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Georgia",serif;color:#45818E">Laura Latta<br>
Law Office of Laura Latta PLLC</span></b><o:p></o:p></p>
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<span style="font-family:"Georgia",serif;color:#666666">she/her</span><o:p></o:p></p>
<p style="margin:0in;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial">
<span style="font-family:"Georgia",serif;color:#666666">Phone (206) 841-2344</span><o:p></o:p></p>
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<span style="font-family:"Georgia",serif;color:#666666"><a href="http://www.LauraLatta.com" target="_blank">www.LauraLatta.com</a></span><o:p></o:p></p>
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<span style="font-family:"Georgia",serif;color:#666666">4010 Lake Washington Blvd. NE Ste. 202</span><o:p></o:p></p>
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<span style="font-family:"Georgia",serif;color:#666666">Kirkland, WA 98033</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="color:#444444">NOTICE: This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by
replying to this email and immediately delete the message and any attachments without copying it or disclosing its contents to others.</span></b><o:p></o:p></p>
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