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Appreciate your advice Nick - Thanks </div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Nick Pleasants <npleasants@ohswlaw.com><br>
<b>Sent:</b> Thursday, September 28, 2023 9:00 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Recording a death certificate</font>
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File the Will in Superior Court. RCW 11.20.010. I don't think it is appropriate to file the Death Certificate in a Will only cause with the Superior Court Clerk.</div>
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I think folks are missing the point that a major advantage of living trusts is to keep aspects of the family wealth transfer private. Unlike a probate/lack of probate asset transfer, where the death certificate is the legal proof that the fee simple interest
has vested to someone else, the Trust is an entity that continues in existence after one trustee's death, especially where there is a surviving spouse. Surviving Spouse is unlikely to have to record the death certificate in order to be able to convey the property
since she can do an Affidavit of Trustee that demonstrates she has that authority, and Title Co. should generally accept that. Title Co. may want to
<i>see</i> the deceased trustee's death certificate, but I have not experienced Title Co. demanding that it be recorded.</div>
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Best, <br>
Nick</div>
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<p class="x_MsoNormal"><b><span style="font-size:12pt; color:black">Nicholas Pleasants | Shareholder
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<p class="x_MsoNormal"><span style="color:rgb(112,173,71)"><img width="223" height="95" alt="OseranHahnAttyatLaw 8" style="height:.989in; width:2.322in" data-outlook-trace="F:2|T:2" src="cid:ead9edf1-500c-44c3-8b2b-2936c0228d1e"></span></p>
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<p class="x_MsoNormal"><span style="color:black">11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com">
npleasants@ohswlaw.com</a> </span></p>
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<p class="x_MsoAutoSig"><span style="font-size:10pt; font-family:"Times New Roman",serif; color:rgb(31,73,125)">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential
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<div id="x_divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of michael westseattleattorney.com <michael@westseattleattorney.com><br>
<b>Sent:</b> Thursday, September 28, 2023 8:39 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Recording a death certificate</font>
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<span class="x_x_ContentPasted0" style="font-family:Calibri,sans-serif; display:inline!important; color:rgb(36,36,36); background-color:rgb(255,255,255)">Nick, </span></div>
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<span class="x_x_ContentPasted0" style="font-family:Calibri,sans-serif; display:inline!important; color:rgb(36,36,36); background-color:rgb(255,255,255)">You said you would not record the redacted DC, but would <b><u>file</u></b> the pour-over<span class="x_x_ContentPasted0"> </span></span><span class="x_x_x_grame x_x_ContentPasted0" style="font-family:Calibri,sans-serif; margin:0px; color:rgb(36,36,36); background-color:rgb(255,255,255)">will
</span><span class="x_x_ContentPasted0" style="font-family:Calibri,sans-serif; display:inline!important; color:rgb(36,36,36); background-color:rgb(255,255,255)">for public record on death of first spouse. Curious if you mean record the Pour Over Will
<span class="x_x_ContentPasted1" style="display:inline!important; background-color:rgb(255,255,255)">
or file in court</span>. Would it matter if the first spouse died in another jurisdiction? Just thinking about risks of the heirs being able to find the DC a decade later. If you record the Will, can you attach the redacted DC to the Pourover will as an exhibit
?</span><br>
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<span class="x_x_ContentPasted0" style="font-family:Calibri,sans-serif; display:inline!important; color:rgb(36,36,36); background-color:rgb(255,255,255)">Thanks </span></div>
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<span class="x_x_ContentPasted0" style="font-family:Calibri,sans-serif; display:inline!important; color:rgb(36,36,36); background-color:rgb(255,255,255)">Mike</span></div>
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<div id="x_x_divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Lewis, Amy C. <ALewis@Eisenhowerlaw.com><br>
<b>Sent:</b> Wednesday, September 27, 2023 9:18 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Recording a death certificate</font>
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<p class="x_x_x_MsoNormal">Our normal practice is the same as Nick’s. </p>
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<span style="font-family:'Calibri','sans-serif'">Amy Lewis, Attorney<br>
Pronouns she/her/hers<br>
</span><img width="211" height="68" border="0" style="height:68px; width:211px" data-outlook-trace="F:3|T:3" src="cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png"><br>
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</font></font></span><span style="font-size:11pt; font-family:'Calibri','sans-serif'"><span style="color:#000000"><span style="font-size:11pt; font-family:'Calibri','sans-serif'">909 A Street, Suite 600 | Tacoma, WA 98402<br>
</span><span style="font-size:11pt; font-family:'Calibri','sans-serif'"><strong style="color:#000000"></strong>phone 253.572.4500 | fax 253.272.5732 |</span></span></span><span style="font-size:11pt; font-family:'Calibri','sans-serif'">
</span><a href="http://www.eisenhowerlaw.com/"><span style="font-size:11pt; text-decoration:none; font-family:'Calibri','sans-serif'; color:#c00000">www.eisenhowerlaw.com</span></a></font>
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<p class="x_x_x_MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Nick Pleasants<br>
<b>Sent:</b> Tuesday, September 26, 2023 5:25 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Recording a death certificate</p>
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<p class="x_x_x_MsoNormal"><span class="x_x_x_elementtoproof">I’ll add a dissenting opinion. Why are you recording the death certificate at all? If/when the property is sold, the title company is going to do its own investigatoin, and you probably would just
tell them one of the trustees died and give the title company the death certificate, and they can record it if they want to or not. Given that, I do not routinely record the death certificate if property is in a living trust.</span></p>
<p class="x_x_x_MsoNormal"><span class="x_x_x_elementtoproof">If it bothers the client to have the Deceased spouse’s name on the property tax bill, you can just call the County Treasurer/Assessor and have them change it (they don’t usually require a REETA to
make a change to the </span><span class="x_x_x_grame">taxpayer</span><span class="x_x_x_elementtoproof"> name).</span></p>
<p class="x_x_x_MsoNormal"><span class="x_x_x_elementtoproof">My bias is to not make things a permanent public record unless necessary. In this case, it is not necessary to record the death certificate after the first spouse dies.</span></p>
<p class="x_x_x_MsoNormal">You would be required to file the pour-over <span class="x_x_x_grame">
will, if</span> any exists. That is often all we file for public record on death of first spouse.
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<p class="x_x_x_MsoNormal">Best, </p>
<p class="x_x_x_MsoNormal">Nick</p>
<p class="x_x_x_MsoNormal"> </p>
<p class="x_x_x_MsoNormal"><b><span style="font-size:12.0pt; color:black">Nicholas Pleasants | Shareholder
</span></b></p>
<p class="x_x_x_MsoNormal"><b><span style="color:black"> </span></b></p>
<p class="x_x_x_MsoNormal"><span style="color:#70AD47"><img width="223" height="95" id="x_x_x_Picture_x0020_1" alt="OseranHahnAttyatLaw 8" style="width:2.3229in; height:.9895in" data-outlook-trace="F:3|T:3" src="cid:image001.jpg@01D9F188.1BE29260"></span></p>
<p class="x_x_x_MsoNormal"><span style="color:#70AD47"> </span></p>
<p class="x_x_x_MsoNormal"><span style="color:black">11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: </span><a href="mailto:npleasants@ohswlaw.com">npleasants@ohswlaw.com</a><span style="color:black">
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<p class="x_x_x_MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt; font-family:"Times New Roman",serif; color:#1F497D">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may
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<p class="x_x_x_MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf <span class="x_x_x_grame">Of</span> </b>Mark Anderson<br>
<b>Sent:</b> Tuesday, September 26, <span class="x_x_x_grame">2023</span> 9:26 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Recording a death certificate</p>
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<p class="x_x_x_MsoNormal"> </p>
<p class="x_x_x_MsoNormal"><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#002060">My answer would be yes. Otherwise, the client will just have to deal with that later when the client goes to sell or otherwise dispose of the property.
Also, this may serve to put a "tick mark" in the records of the county assessor as to documents/events affecting title to the property.</span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#002060"> </span></p>
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<p class="x_x_x_MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#222A35">Mark B. Anderson<br>
</span></b><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#222A35">ANDERSON LAW FIRM PLLC<br>
821 Dock St Ste 209 PMB 4-12<br>
Tacoma, Washington 98402<br>
+1 253-327-1750<br>
+1 253-327-1751 (fax)<br>
</span><a href="mailto:marka@mbaesq.com"><span style="font-size:10.0pt; font-family:"Arial",sans-serif">marka@mbaesq.com</span></a><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#222A35"><br>
</span><a href="http://www.mbaesq.com/"><span style="font-size:10.0pt; font-family:"Arial",sans-serif">www.mbaesq.com</span></a></p>
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<p class="x_x_x_MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Jon Fritzler<br>
<b>Sent:</b> 09/19/2023 12:38 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Recording a death certificate</p>
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<p class="x_x_x_MsoNormal"> </p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif">Client and his deceased spouse were co-trustee’s of their RLT. When recording the spouse’s death certificate, should a cover sheet be recorded with the legal description
of the property(ies) affected? </span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif"> </span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif; color:black">Sincerely,</span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif; color:black">Jon M. Fritzler</span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif; color:black">Attorney at Law</span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif; color:black">717 E. 22<sup>nd</sup> St.</span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif; color:black">Vancouver, WA 98666</span></p>
<p class="x_x_x_MsoNormal"><span style="font-size:12.0pt; font-family:"Arial",sans-serif; color:black">Tel. 360.818.4431</span></p>
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