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<p class="MsoNormal">I would be reluctant to use S.S.B.W if that’s not her legal name. I would say S.S.W., formerly known as S.S.B. The change in name is easy enough to track with her marriage certificate.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864;mso-ligatures:none">Inge A. Fordham | Attorney</span></b><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black;mso-ligatures:none">From:
</span></b><span style="font-size:12.0pt;color:black;mso-ligatures:none"><wsbapt-bounces@lists.wsbarppt.com> on behalf of "Jeff@bellanddavispllc.com" <Jeff@bellanddavispllc.com><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Date: </b>Friday, April 21, 2023 at 11:38 AM<br>
<b>To: </b>'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>[WSBAPT] Which name to use<o:p></o:p></span></p>
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<p class="MsoNormal">Listmates:<o:p></o:p></p>
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<p class="MsoNormal">Client has an revocable trust using her name S.S.B. Her married name is S.B.W.. Her Will, from a different lawyer than the one creating the trust, has her name as S.B.W. She deeds her house into trust saying the Grantor is S.S.W to S.B.W,
Trustee of the S.S.B. Revocable Trust. Client’s financial advisor now tells her to use, as her name, S.S.B.W. Do you see a need to add this 4<sup>th</sup> name to anything? How often do you use “f.k.a.” or “a.k.a.” in Wills/Trusts, even POA’s with clients
that had other names? <o:p></o:p></p>
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<p class="MsoNormal">Jeff Davis<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif;mso-ligatures:none">W. Jeff Davis<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">BELL & DAVIS PLLC<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">Attorneys at Law</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none"><br>
P.O. Box 510<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: </span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;mso-ligatures:none"><a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a><span style="color:black"><br>
</span></span><span style="mso-ligatures:none"><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">www.bellanddavispllc.com</span></a></span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none"><br>
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