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<p class="MsoNormal"><span style="font-size:12.0pt">Great answer and nice war story! Mine follows (SAME WARNING), and it’s not over:
<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:12.0pt">I assisted a will client gentleman with no living spouse, descendants, parents, nieces or nephews. His only sibling, a brother, also had no children or descendants. From 1993 to
2008, I assisted him with three successive wills. All had primarily charitable beneficiaries. In 2008, he was 75 years of age with the brother (his sole heir at law) dying of cancer. I made sure I had notes showing his next nearest relatives (1<sup>st</sup>
cousins, once, twice, and three times removed)). He made a cash gift to the dying brother and one first cousin, and to a few other persons, but that 2008 will provided that the residue of the estate pass in shares to six charitable organizations. The prior
wills also contained substantial charitable gifts, showing a consistent pattern.
<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:12.0pt"> I had no contact with the client after 2008. He died recently, having become a reclusive hoarder unwilling to accept help from neighbors or kin. He was found near death at his home
and died several days later in hospital, unable to communicate much regarding his intent, or what happened to his will.. My business card was found in his wallet. The cleanout of his home required hazmat protective suits. Now the estate is back in my lap,
the original will is missing. If the will is not proven and admitted to probate, his estate (appx $2MM) will be divided among at least 66 heirs at law, with nothing to the charities. I have beautiful copies of his 2008 will. Subscribing witnesses are still
available. But I do not have much to show regarding his estate planning intent after 2008. How I wish I had been able to convince him to have his original will put in the court repository! We are still searching for a few of his heirs, and requesting help
from all heirs that will respond to our inquiries. <o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:12.0pt">Yes, make detailed notes regarding the heirs at law, and mention them in the will. I recommend showing names and city or town of residence. And for single persons at least, I recommend
the suggesting the Will Repository at your county superior court clerk if one exists. I am offering this at no cost to such clients (surviving spouses, etc.) these days. I document this recommendation in my file notes also. This matter seems more complex
by the day! For one thing, appointment of a Special Administrator under RCW 11.32 may be upcoming. In the event of a will contest, I may be a witness.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:12.0pt">BTW, suggestions, recommendations, and offers of help are most welcome on this, my “perfect storm” estate matter.<o:p></o:p></span></p>
<p class="MsoNormal">Dave Moe<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black;mso-ligatures:standardcontextual">David Moe Attorney, P.S.</span><span style="font-size:12.0pt;color:black;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black;mso-ligatures:standardcontextual">Telephone: 425-432-1277</span><span style="font-size:12.0pt;color:black;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black;mso-ligatures:standardcontextual">Fax: 425-432-1280<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black;mso-ligatures:standardcontextual">Cell: 206-427-6833</span><span style="font-size:12.0pt;color:black;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black;mso-ligatures:standardcontextual">23745 225<sup>th</sup> Way SE, Suite 108</span><span style="font-size:12.0pt;color:black;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black;mso-ligatures:standardcontextual">Maple Valley, WA 98038</span><span style="font-size:12.0pt;color:black;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:davidmoe@maplevalleylaw.com">davidmoe@maplevalleylaw.com</a><o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:davidmoe@maplevalleylaw1.onmicrosoft.com">davidmoe@maplevalleylaw1.onmicrosoft.com</a><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>Philip N. Jones<br>
<b>Sent:</b> Friday, October 20, 2023 4:56 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Family section of will/trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">You should list the closest living relatives. In other words, the intestate heirs. They will need to receive notice after the testator dies. You will be doing the PR
a favor by listing them. Tell your client that they will need to receive notice, even if they inherit nothing. That will reduce your client’s resistance to listing them.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Yes, I would list both siblings. I would probably even list all of the nieces and nephews. If some do not receive anything, you might even include a sentence that they
are not getting anything. That might seem a little harsh, but it eliminates the argument that the testator simply had memory problems and forgot them.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">In any event, the attorney notes MUST include the fact that the testator told the attorney that he was leaving them nothing intentionally. The attorney notes are crucial.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">On the subject of listing the closest living relatives (WARNING: WAR STORY FOLLOWS): I once probated a will where the will said nothing about closest living relatives.
I called the drafting attorney and asked why. He said that his client told him, “I have no family.” Nonsense, I thought. Fortunately the family name was not common, and they all came from the same region of the same state. By the end of the day, I found
myself on the phone with the decedent’s identical twin brother. The decedent had been disowned by his family for marrying outside of their church.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Everyone has a family. Recite them in the will. Always. Someone will thank you some day.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="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>Ann Manley<br>
<b>Sent:</b> Friday, October 20, 2023 4:41 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] Family section of will/trust<o:p></o:p></p>
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<p class="MsoNormal">For clients with no kids, what do you put in the "Family" section? Just folks who are being named as beneficiaries? <o:p></o:p></p>
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<p class="MsoNormal">If a person wants to leave something to one sibling, but not the other, do you list both to show that you didn't forget one? How about when a few nieces/nephews are listed but not all?<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Ann Manley, Esq.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The Manley Law Firm, P.S., Inc.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">PO Box 16324</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Seattle, WA 98116</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">(206)292-3064 / (206)292-3914 fax</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="http://www.manleyfirm.com/" target="_blank">www.manleyfirm.com</a></span><o:p></o:p></p>
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<p><b><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Personal injury, Small Business, Unemployment
Claims, Wage Loss and Compensation claims</span></i></b><o:p></o:p></p>
<p><i><span style="font-size:8.0pt;font-family:"Arial",sans-serif">* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.</span></i><o:p></o:p></p>
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