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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Like Mark, I have always recorded the Community Property Agreement and never felt that we had to record an Affidavit of Surviving Spouse in addition to it.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">In Spokane County, the Death Certificate has needed to be recorded separately for the last few years, instead of being “attached” as an additional document. The fee is nominal: Cover sheet,
front and back (3 pages) for $20.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual">Jane G. Bitz</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual">Of Counsel<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual">WHC Attorneys PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual">12209 E. Mission Ave, Suite 5<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual">Spokane Valley, WA 99206-4824<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual">(509) 927-9700 x126<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:standardcontextual">FAX: (509) 777-1800<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Mark Anderson<br>
<b>Sent:</b> Wednesday, July 23, 2025 11:28 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] WSBAPT Digest, Vol 130, Issue 17<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">My understanding is that, when evaluating the status of title, the primary focus of even a local friendly title officer is whether title is insurable or not. However,
the local friendly title officer has invaluable exposure to this issue and experience in dealing such title issues.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">Notwithstanding, in my opinion, the recording of a Community Property Agreement along with a Death Certificate is sufficient evidence as to the status of title,
so long as the subject real property is clearly identified on the coversheet (and, better yet, within the CPA). This permits recordable evidence of the status of title to the subject real property. Although recording those documents does not itself convey
title, it does show that one of the members of the marital community has died, with an effect much like the death of a joint owner.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060;mso-ligatures:standardcontextual">Mark B. Anderson<br>
</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060;mso-ligatures:standardcontextual">ANDERSON LAW FIRM PLLC<br>
821 Dock Street, Suite 209, PMB 4-12<br>
Tacoma, Washington 98402<br>
+1 253-327-1750<br>
+1 253-327-1751 (fax)<br>
<a href="mailto:marka@mbaesq.com"><span style="color:#002060">marka@mbaesq.com</span></a><br>
<a href="http://www.mbaesq.com/"><span style="color:#002060">www.mbaesq.com</span></a><b><o:p></o:p></b></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:#002060;mso-ligatures:standardcontextual">CONFIDENTIALITY NOTICE<br>
</span></b><span style="font-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:#002060;mso-ligatures:standardcontextual">This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the
attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of
this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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>James Dolan<br>
<b>Sent:</b> Tuesday, July 22, 2025 4:27 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> Re: [WSBAPT] WSBAPT Digest, Vol 130, Issue 17<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Amy:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">I have also heard that DOR has been tightening the screws. A couple of weeks ago I was informed by a county treasurer/agent that DOR recently did a training
with line staff resulting in some changes in processing CPAs and related documents. For years, I have bundled an Affidavit of Surviving Spouse, the CPA and the deceased spouse’s death certificate into one tidy packet and recorded it. When I attempted this
a couple of weeks ago, the agent told me that they (the county line workers) were instructed by DOR that the CPA needs to be recorded “first.” The language in the WAC does not appear to require this. 458-61A-202(6)(a): “If the transfer of real property to
a surviving spouse or surviving domestic partner is in accordance with a community property agreement or right of survivorship clause, copies of the recorded agreement and a certified copy of the death certificate are required.” I pointed out that the CPA
was being recorded at the same time as the death certificate, along with an affidavit that explained the conveyance. The agent, who over the years has always been helpful, literally glanced over both of her shoulders and said she would record my packet “this
time,” but warned that this approach would probably not work in the future.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">The next time I attempt this, I plan to call DOR in advance and see if I can get an explanation (besides DOR wanting additional recording fees). FWIW, I do agree
that something in addition to the CPA and a death certificate is needed to actually effectuate the conveyance, which is why I bundle them with an affidavit that says: “H & W executed a valid CPA (Exhibit A), H is deceased (Death Certificate Exhibit B), therefore
surviving spouse is claiming the real property legally described as (insert legal description).”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">As for a “deed,” a previous, somewhat notorious treasurer/agent in the same county would tell the surviving spouse to create a deed conveying the property from
the deceased spouse to the survivor. I happened to be next in line one day when the agent was giving this legal advice. I have heard that other people have had spouses sign such fake deeds just so there is something recorded that makes the conveyance. As
you point out in your message, this does not make sense.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Another idea is to call your local friendly title officer and get instructions from him/her as to what makes sense in the eyes of the title company. I have found
them appreciative of being asked for their input. Not sure if such an opinion would carry weight with DOR, but they are sympathetic
</span><span style="font-size:14.0pt;font-family:"Segoe UI Emoji",sans-serif;color:#0E2841">😊</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Jim Dolan<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">=========================<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Jones Butler Dolan, PS<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">P.O. Box 458<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">10027 SR 532<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Stanwood, WA 98292<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">(tel) 360-336-2939<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">(fax) 360-336-2949<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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>Amy Felt<br>
<b>Sent:</b> Tuesday, July 22, 2025 3:31 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> Re: [WSBAPT] WSBAPT Digest, Vol 130, Issue 17<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Lack of Probate Aff/Comm Prop agreement - <o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">I had an interesting and frustrating experience yesterday at the Spokane County Treasurer's Office. I had previously recorded a Community Property Agreement and redacted death certificate for a client whose husband died a few years ago.
I was trying to file a Quit Claim Deed for the surviving spouse into their newly created Revocable Trust. I had the necessary deed for moving the house from the surviving spouse to the Trust with the needed REETAS. The Treasurer's Office said I needed a deed
(PR Deed) from the PR to his wife in addition to the CPA and redacted death cert. I said that the CPA negates the need for a deed and said there was never a formal probate opened so the PR could not do a deed. Who is going to sign the deed for the deceased
husband if there is not a formal probate?<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Three staff members told me the DOR had been pushing back that filing the CPA was not enough that a conveyance could only be done through deed. They all said the DOR was pushing back on LOPA as not being a conveyance and apparently CPA's
as well. I said the CPA did not need a LOPA in addition to it. Anyway, after 1 1/2 hours debating with the staff and getting a manager involved (manager could not find the supposed push back email they referred to) reluctantly accepted the documents and I
paid the fees. I told them if something had changed with the DOR to please let me know, but that every other time I had filed a CPA and death certificate that another deed was not required to move the property from deceased spouse to surviving and a second
deed from surviving spouse into their trust.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">One of the staff also told me I had to have filed the CPA before the husband died, which I told her I think she was confused with a TOD. I don't think she believed me!<o:p></o:p></p>
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</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
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<p class="MsoNormal">Has anyone else had any pushback or did I just get staff that did not know what they are doing. I have done this same transaction numerous times over the years without incident. <o:p></o:p></p>
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</div>
<p class="MsoNormal"><o:p> </o:p></p>
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<div>
<p class="MsoNormal">On Tue, Jul 22, 2025 at 12:00<span style="font-family:"Arial",sans-serif"> </span>PM <<a href="mailto:wsbapt-request@lists.wsbarppt.com">wsbapt-request@lists.wsbarppt.com</a>> wrote:<o:p></o:p></p>
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<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
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Today's Topics:<br>
<br>
1. Declaring a person dead after missing more than 7 years to<br>
obtain court order (Dalynne Singleton)<br>
2. Professional Executors, Pierce County (Lynn Clare)<br>
3. Re: Professional Executors, Pierce County<br>
(<a href="mailto:Jeff@bellanddavispllc.com" target="_blank">Jeff@bellanddavispllc.com</a>)<br>
4. Buying House with Inheritance (Amy Goertz)<br>
5. Re: Buying House with Inheritance (Marcus Fry)<br>
6. Re: Professional Executors, Pierce County (Lewis, Amy C.)<br>
7. Re: Need referral for New Jersey Guardianship Attorney<br>
(Nick Pleasants)<br>
8. Re: Lack of Probate Aff/Comm Prop agreement (Nick Pleasants)<br>
<br>
<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Mon, 21 Jul 2025 19:28:35 +0000<br>
From: Dalynne Singleton <<a href="mailto:dalynne@glgmail.com" target="_blank">dalynne@glgmail.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Declaring a person dead after missing more than 7<br>
years to obtain court order<br>
Message-ID:<br>
<<a href="mailto:BN7PPF7F4CD71A4255156911031292AF2A3A55DA@BN7PPF7F4CD71A4.namprd12.prod.outlook.com" target="_blank">BN7PPF7F4CD71A4255156911031292AF2A3A55DA@BN7PPF7F4CD71A4.namprd12.prod.outlook.com</a>><br>
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<br>
My firm has a situation where we have a client whose wife went missing many years ago and he needs a QCD removing her from the title to real property so he can sell it. I found caselaw (Ireland v. Metro. Life Ins. Co., 184 Wash. 1, 4, 49 P.2d 469, 471 (1935))
and statute (RCW 11.05A.050(5)) which provides for a person who has been missing for 7 years to be declared legally dead.<br>
<br>
I would appreciate receiving any petition and order obtained or reference to a probate estate cause number/county in which someone has been successful in this regard.<br>
<br>
In Washington State, the process for declaring a missing person legally dead is governed by RCW 11.05A.050.<br>
Legal Presumption of Death in Washington - A person may be presumed dead under the following conditions:<br>
Seven-Year Rule:<br>
<br>
* If an individual has been absent for a continuous period of seven years, during which they have not been heard from, and their absence is not satisfactorily explained after a diligent search or inquiry, they are presumed to be dead.<br>
* The death is presumed to have occurred at the end of the seven-year period, unless there is sufficient evidence to suggest it occurred earlier.<br>
<br>
Thank you.<br>
Dalynne Singleton<br>
Dalynne Singleton<br>
Gourley Law Group<br>
Snohomish Escrow/The Exchange Connection<br>
1002 10th Street / PO Box 1091<br>
Snohomish, WA 98291<br>
360.568.5065<br>
360.568.8092 fax<br>
<a href="mailto:dalynne@glgmail.com" target="_blank">dalynne@glgmail.com</a><mailto:<a href="mailto:dalynne@glgmail.com" target="_blank">dalynne@glgmail.com</a>> Website:
<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.glglawgroup.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=wuABIGk1Knbh_A0twTjARpzucCvD9hgyIjQOEYXDles&e=" target="_blank">
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Attorney/client meetings will be handled virtually whenever possible. If you would like to set a consultation, please call/email one my paralegals Valerie
<a href="mailto:valerie@glgmail.com" target="_blank">valerie@glgmail.com</a><mailto:<a href="mailto:valerie@glgmail.com" target="_blank">valerie@glgmail.com</a>>, Kelly
<a href="mailto:kelly@glgmail.com" target="_blank">kelly@glgmail.com</a><mailto:<a href="mailto:kelly@glgmail.com" target="_blank">kelly@glgmail.com</a>>, Erica
<a href="mailto:erica@glgmail.com" target="_blank">erica@glgmail.com</a><mailto:<a href="mailto:erica@glgmail.com" target="_blank">erica@glgmail.com</a>>, or Theresa
<a href="mailto:theresa@glgmail.com" target="_blank">theresa@glgmail.com</a><mailto:<a href="mailto:theresa@glgmail.com" target="_blank">theresa@glgmail.com</a>>. Co-counsels at GLG are Attorney Spencer Clower with paralegal, Kristin Jacobs (<a href="mailto:spencer@glgmail.com" target="_blank">spencer@glgmail.com</a><mailto:<a href="mailto:spencer@glgmail.com" target="_blank">spencer@glgmail.com</a>>
<a href="mailto:kristin@glgmail.com" target="_blank">kristin@glgmail.com</a><mailto:<a href="mailto:kristin@glgmail.com" target="_blank">kristin@glgmail.com</a>>) & Carrie Ulrich and Candace Wilkerson (<a href="mailto:carrie@glgmail.com" target="_blank">carrie@glgmail.com</a><mailto:<a href="mailto:carrie@glgmail.com" target="_blank">carrie@glgmail.com</a>>
<a href="mailto:candace@glgmail.com" target="_blank">candace@glgmail.com</a><mailto:<a href="mailto:candace@glgmail.com" target="_blank">candace@glgmail.com</a>> ).<br>
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<br>
Message: 2<br>
Date: Mon, 21 Jul 2025 12:47:15 -0700<br>
From: Lynn Clare <<a href="mailto:lynnclare@clarelawfirm.com" target="_blank">lynnclare@clarelawfirm.com</a>><br>
To: "WSBA Probate & Trust listserve" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Professional Executors, Pierce County<br>
Message-ID:<br>
<<a href="mailto:CAEW-UCpZUKs4vymJXBkG41HbmMz34-U2be9%2Ba4SX5JgZ5d4rxg@mail.gmail.com" target="_blank">CAEW-UCpZUKs4vymJXBkG41HbmMz34-U2be9+a4SX5JgZ5d4rxg@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I have a friend who is a financial planner wondering if there are attorneys<br>
or trust companies that also provide professional executor services for<br>
large, complex estates. The PC is in Pierce County.<br>
<br>
Lynn Clare<br>
Clare Law Firm<br>
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<br>
Message: 3<br>
Date: Mon, 21 Jul 2025 13:15:00 -0700<br>
From: <<a href="mailto:Jeff@bellanddavispllc.com" target="_blank">Jeff@bellanddavispllc.com</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Professional Executors, Pierce County<br>
Message-ID: <01b001dbfa7c$23a07a90$6ae16fb0$@<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__bellanddavispllc.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=ml7z2_QUFg60YU5JfH43CiWOwm67-wdinjpGi5ex8w0&e=" target="_blank">bellanddavispllc.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Look at Clarity Guardians, LLC, P. O. Box 64750, Tacoma, WA 98464, (253) 433-0115.<br>
<br>
<br>
<br>
W. Jeff Davis<br>
<br>
BELL & DAVIS PLLC<br>
<br>
Attorneys at Law<br>
P.O. Box 510<br>
<br>
720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: <mailto:<a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a>>
<a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a><br>
<<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.bellanddavispllc.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=MvPHNfc3hkfdQ-PR3Egh4H7tZadkeM9_u67j-1AbeRw&e=" target="_blank">http://www.bellanddavispllc.com/</a>>
<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.bellanddavispllc.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=ssu39C7SbUTGQbunZCXHcZqWYRbQ6cm7KG3mHSwatck&e=" target="_blank">
www.bellanddavispllc.com</a><br>
<br>
The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this
e-mail message in error, please e-mail the sender at <mailto:<a href="mailto:info@bellanddavispllc.com" target="_blank">info@bellanddavispllc.com</a>>
<a href="mailto:info@bellanddavispllc.com" target="_blank">info@bellanddavispllc.com</a> or call 360.683.1129.<br>
<br>
<br>
<br>
<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Lynn Clare<br>
Sent: Monday, July 21, 2025 12:47 PM<br>
To: WSBA Probate & Trust listserve <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Professional Executors, Pierce County<br>
<br>
<br>
<br>
I have a friend who is a financial planner wondering if there are attorneys or trust companies that also provide professional executor services for large, complex estates. The PC is in Pierce County.<br>
<br>
<br>
<br>
Lynn Clare<br>
<br>
Clare Law Firm<br>
<br>
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<br>
Message: 4<br>
Date: Mon, 21 Jul 2025 13:46:47 -0700<br>
From: Amy Goertz <<a href="mailto:amyjgoertz@icloud.com" target="_blank">amyjgoertz@icloud.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Buying House with Inheritance<br>
Message-ID: <<a href="mailto:554C07AE-88A7-448F-8406-4BB2C49E4059@icloud.com" target="_blank">554C07AE-88A7-448F-8406-4BB2C49E4059@icloud.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Good Afternoon -<br>
<br>
I have a recent client who just inherited a substantial amount of money and a house, which we titled as her sole and separate property. She is using this home as a rental (it was already a rental; she kept the tenants).<br>
<br>
She has the inherited money in a separate account from her community funds and she does not deposit community funds into the account.<br>
<br>
She is now in the middle of a divorce and has a local divorce attorney helping her. Her husband does not have a place to live and client is contemplating using some of her inheritance to purchase another rental home for her soon-to-be ex to live in, but wants
to ensure that the property is and remains her separate property.<br>
<br>
Divorce attorney told her that she would have to have husband "sign off" on her purchase in order for it to be and remain her separate property. Is this accurate or ?best practice? advice?<br>
<br>
Aside from the terrible idea of renting to her soon-to-be ex husband, would she be able to use her separate funds to purchase this property on her own while she is still married or would it require a signature from the husband to ensure the continuity of the
separate nature of the funds?<br>
<br>
Amy<br>
<br>
Amy J. Goertz, J.D.<br>
Goertz & Lambrecht PLLC<br>
<a href="mailto:amyjgoertz@icloud.com" target="_blank">amyjgoertz@icloud.com</a> <mailto:<a href="mailto:amyjgoertz@icloud.com" target="_blank">amyjgoertz@icloud.com</a>>
<br>
<br>
1.888.926.2607 phone<br>
1.877.684.1627 fax<br>
<br>
Address for correspondence:<br>
2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <br>
<br>
Additional office locations:<br>
510 Bell Street<br>
Edmonds, WA 98020<br>
<br>
Goertz & Lambrecht PLLC<br>
<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=Z6l2d90yL0Z1bTSYgdzrHgkV9XbD9XvmcsLmBjBmLbI&e=" target="_blank">www.goertzlambrecht.com</a>
<<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=byO7iJn0WPWEe-mOEgMuP_hgMN8kGcgiaYbzbq1Wqdg&e=" target="_blank">http://www.goertzlambrecht.com/</a>><br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
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<br>
Message: 5<br>
Date: Mon, 21 Jul 2025 20:55:30 +0000<br>
From: Marcus Fry <<a href="mailto:MFry@hawleytroxell.com" target="_blank">MFry@hawleytroxell.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Buying House with Inheritance<br>
Message-ID:<br>
<<a href="mailto:PH3PPF5761CFEE93D3259DB304E80237EA2CF5DA@PH3PPF5761CFEE9.NAMP221.PROD.OUTLOOK.COM" target="_blank">PH3PPF5761CFEE93D3259DB304E80237EA2CF5DA@PH3PPF5761CFEE9.NAMP221.PROD.OUTLOOK.COM</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Amy:<br>
My view she should be receiving direction from her divorce attorney rather than you. If something goes south with the divorce and you handled setting this up, you could be left exposed. You are free to contact the divorce attorney to give your $.02 that this
shouldn?t be a problem from a tracing standpoint in the divorce and that as long as no financing is involved, she should be able to purchase the real property without much of an issue from any title company. But you would caveat that with you?re the divorce
attorney, I?m not and let the divorce attorney handle. I should note if she is helping her ex out, I cannot see why he would not be agreeable to signing an acknowledgment (even through his divorce counsel) that this is her separate property.<br>
<br>
-Marcus<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Amy Goertz<br>
Sent: Monday, July 21, 2025 1:47 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Buying House with Inheritance<br>
<br>
* NOTICE: EXTERNAL EMAIL *<br>
________________________________<br>
Good Afternoon -<br>
<br>
I have a recent client who just inherited a substantial amount of money and a house, which we titled as her sole and separate property. She is using this home as a rental (it was already a rental; she kept the tenants).<br>
<br>
She has the inherited money in a separate account from her community funds and she does not deposit community funds into the account.<br>
<br>
She is now in the middle of a divorce and has a local divorce attorney helping her. Her husband does not have a place to live and client is contemplating using some of her inheritance to purchase another rental home for her soon-to-be ex to live in, but wants
to ensure that the property is and remains her separate property.<br>
<br>
Divorce attorney told her that she would have to have husband "sign off" on her purchase in order for it to be and remain her separate property. Is this accurate or ?best practice? advice?<br>
<br>
Aside from the terrible idea of renting to her soon-to-be ex husband, would she be able to use her separate funds to purchase this property on her own while she is still married or would it require a signature from the husband to ensure the continuity of the
separate nature of the funds?<br>
<br>
Amy<br>
<br>
Amy J. Goertz, J.D.<br>
Goertz & Lambrecht PLLC<br>
<a href="mailto:amyjgoertz@icloud.com" target="_blank">amyjgoertz@icloud.com</a><mailto:<a href="mailto:amyjgoertz@icloud.com" target="_blank">amyjgoertz@icloud.com</a>><br>
<br>
1.888.926.2607 phone<br>
1.877.684.1627 fax<br>
Address for correspondence:<br>
2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203<br>
<br>
Additional office locations:<br>
510 Bell Street<br>
Edmonds, WA 98020<br>
<br>
Goertz & Lambrecht PLLC<br>
<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=Z6l2d90yL0Z1bTSYgdzrHgkV9XbD9XvmcsLmBjBmLbI&e=" target="_blank">www.goertzlambrecht.com</a><<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=byO7iJn0WPWEe-mOEgMuP_hgMN8kGcgiaYbzbq1Wqdg&e=" target="_blank">http://www.goertzlambrecht.com/</a>><br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
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Message: 6<br>
Date: Mon, 21 Jul 2025 21:49:32 +0000<br>
From: "Lewis, Amy C." <<a href="mailto:ALewis@Eisenhowerlaw.com">ALewis@Eisenhowerlaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Professional Executors, Pierce County<br>
Message-ID:<br>
<<a href="mailto:MW2PR18MB226550182C3A0AAC7B32D0D4D95DA@MW2PR18MB2265.namprd18.prod.outlook.com" target="_blank">MW2PR18MB226550182C3A0AAC7B32D0D4D95DA@MW2PR18MB2265.namprd18.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
If it?s large and complex, you could try Columbia Trust Company (they kept the Columbia name when Umpqua bought the bank) or one of the banks. Let me know if you would like a contact for Columbia Trust.<br>
<br>
For all it?s bad retail/branch reputation, Bank of America has good estate and trust services. We also work with KeyBank a fair amount. Northwest Trustee and Management Services is also an option.<br>
<br>
<br>
Amy Lewis, Attorney<br>
Pronouns she/her/hers<br>
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]<br>
<br>
909 A Street, Suite 600 | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 | <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.eisenhowerlaw.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=DVy87yvLIWkwb-u7wChtGh-vQq7y36NNkPYR3lzIbtM&e=" target="_blank">
www.eisenhowerlaw.com</a><<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.eisenhowerlaw.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=sAmNkNFc_C4SYbZSuePTfBZ9Ds0QeTSM_DTPOSRcdz4&e=" target="_blank">http://www.eisenhowerlaw.com/</a>><br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Lynn Clare<br>
Sent: Monday, July 21, 2025 12:47 PM<br>
To: WSBA Probate & Trust listserve <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Professional Executors, Pierce County<br>
<br>
I have a friend who is a financial planner wondering if there are attorneys or trust companies that also provide professional executor services for large, complex estates. The PC is in Pierce County.<br>
<br>
Lynn Clare<br>
Clare Law Firm<br>
<br>
IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s).
Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you
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<br>
Message: 7<br>
Date: Tue, 22 Jul 2025 17:40:17 +0000<br>
From: Nick Pleasants <<a href="mailto:npleasants@ohswlaw.com" target="_blank">npleasants@ohswlaw.com</a>><br>
To: "<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Need referral for New Jersey Guardianship<br>
Attorney<br>
Message-ID:<br>
<<a href="mailto:SN7PR18MB4063F70AA3240AF2EB59F6C4C15CA@SN7PR18MB4063.namprd18.prod.outlook.com" target="_blank">SN7PR18MB4063F70AA3240AF2EB59F6C4C15CA@SN7PR18MB4063.namprd18.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Hi Doris,<br>
I don't have a specific referral, but I always recommend checking out the NAELA Directory for elder law / guardianship attorneys. Someone with a CELA designation could definitely help with Medicaid planning.<br>
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.naela.org_FindALawyer&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=T2Z35rdZl5LNDXT21uEZJFSyUl9KvGwZJfEzapNWI-I&e=" target="_blank">https://www.naela.org/FindALawyer</a><br>
Best,<br>
Nick<br>
<br>
<br>
Nicholas Pleasants | Shareholder<br>
<br>
<br>
<br>
[OseranHahnAttyatLaw 8]<br>
<br>
<br>
<br>
11225 SE 6th Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com" target="_blank">
npleasants@ohswlaw.com</a><mailto:<a href="mailto:npleasants@ohswlaw.com" target="_blank">npleasants@ohswlaw.com</a>><br>
<br>
<br>
<br>
CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named
above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited.<br>
<br>
<br>
<br>
________________________________<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Doris <<a href="mailto:dorise2025@gmail.com" target="_blank">dorise2025@gmail.com</a>><br>
Sent: Thursday, July 17, 2025 8:02 AM<br>
To: <a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a> <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Need referral for New Jersey Guardianship Attorney<br>
<br>
A client's brother-in-law who resided in New Jersey suffered a heart attack and is now in a vegetative state. The couple has a five-year-old daughter. Unfortunately, most of the financial accounts are in the husband's name and the wife would like to consult
a guardianship attorney. Any referral is much appreciated.<br>
<br>
Doris Eslinger<br>
Eslinger Law Office<br>
2200 112th Ave NE, Suite 200<br>
Bellevue, WA 98004<br>
<br>
425-451-3237<br>
<a href="mailto:Doris@EslingerLawOffice.com">Doris@EslingerLawOffice.com</a><br>
<br>
<br>
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<br>
Message: 8<br>
Date: Tue, 22 Jul 2025 17:59:40 +0000<br>
From: Nick Pleasants <<a href="mailto:npleasants@ohswlaw.com" target="_blank">npleasants@ohswlaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Lack of Probate Aff/Comm Prop agreement<br>
Message-ID:<br>
<<a href="mailto:SN7PR18MB40638F944A295D7827A3D5EAC15CA@SN7PR18MB4063.namprd18.prod.outlook.com" target="_blank">SN7PR18MB40638F944A295D7827A3D5EAC15CA@SN7PR18MB4063.namprd18.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Ann,<br>
I would say "Necessary" is in the eye of the beholder, usually a title company (or if you are apply for a Senior discount on property tax, then the beholder is the County Treasurer/Assessor). We have some title officers on this list serv, maybe they will chime
in on proper vesting to the surviving spouse when there is a CPA. But in my experience, recording the CPA and Death Cert is sufficient for title to vest to the surviving spouse. If surviving spouse goes to sell, maybe title requests an affidavit that the CPA
was valid at death, but I have never seen that. Often it is the kids who go to sell after both Mom and Dad have passed, and unless it is a blended family, it seems noncontroversial to let the kids/executor/trustee sell it. Also a little different if title
was only in the deceased spouse's name, but if they bought as husband and wife, given we are a community property state, it is following the intestate scheme, so title would be less concerned.<br>
Title Insurance underwriting is a risk calculation, so I highly encourage building a relationship with a title company/officer where you feel comfortable to call and ask them these questions.<br>
Another idea to literally "insure" that the house is in the Trust is to request an owner's endorsement on the existing policy in the name of the trust. It might cost you $1,000 or so for endorsement, but that will definitely smooth the way for the trustee to
sell the house in the future. You just need to find who issued the title policy when the client bought the house. That is often stamped on the Statutory Warranty Deed.<br>
Best,<br>
Nick<br>
<br>
<br>
Nicholas Pleasants | Shareholder<br>
<br>
<br>
<br>
[OseranHahnAttyatLaw 8]<br>
<br>
<br>
<br>
11225 SE 6th Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com" target="_blank">
npleasants@ohswlaw.com</a><mailto:<a href="mailto:npleasants@ohswlaw.com" target="_blank">npleasants@ohswlaw.com</a>><br>
<br>
<br>
<br>
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above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited.<br>
<br>
<br>
<br>
________________________________<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Ann Manley <<a href="mailto:ann@manleyfirm.com" target="_blank">ann@manleyfirm.com</a>><br>
Sent: Friday, July 18, 2025 9:45 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Lack of Probate Aff/Comm Prop agreement<br>
<br>
Nick - at this point is an affidavit necessary saying the Comm Prop agreement has not been rescinded?<br>
<br>
Ann Manley, Esq.<br>
The Manley Law Firm, P.S., Inc.<br>
PO Box 16324<br>
Seattle, WA 98116<br>
(206)292-3064 / (206)292-3914 fax<br>
<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.manleyfirm.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=8g76TP7jwG7s50DqyTSgP9pK2YjcACks4C7KCk-nbRQ&e=" target="_blank">www.manleyfirm.com</a><<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__linkprotect.cudasvc.com_url-3Fa-3Dhttp-253a-252f-252fwww.manleyfirm.com-26c-3DE-2C1-2CnZC9NNgqy8A1-2D0aCfu0fN0h1Ew4kN97pPlsQkWDBeQeQIysf5E-5FzUy2hiFwaoEcTEFcIK8dx7GvpS141v9ZPT4hqHBzHJpz-2D0qUqX3mFGg-2C-2C-26typo-3D1&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=w69g0cHUaKe5dfIebVHzz7ASFJQP_zSBtZNIt6GtIpE7fze7UdyM4iEJg9foHw8H&s=QbdFdFF5OKD5p2LqjvtZvlh0N2q3kbYEwkjLti0Du_Y&e=" target="_blank">https://linkprotect.cudasvc.com/url?a=http%3a%2f%2fwww.manleyfirm.com&c=E,1,nZC9NNgqy8A1-0aCfu0fN0h1Ew4kN97pPlsQkWDBeQeQIysf5E_zUy2hiFwaoEcTEFcIK8dx7GvpS141v9ZPT4hqHBzHJpz-0qUqX3mFGg,,&typo=1</a>><br>
<br>
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<br>
<br>
* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.<br>
<br>
This email and any files transmitted with it are privileged, confidential, and intended solely to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you have received this communication in error, please immediately
notify the sender.<br>
<br>
<br>
On Thu, Jun 26, 2025 at 11:48?AM Nick Pleasants <<a href="mailto:npleasants@ohswlaw.com" target="_blank">npleasants@ohswlaw.com</a><mailto:<a href="mailto:npleasants@ohswlaw.com" target="_blank">npleasants@ohswlaw.com</a>>> wrote:<br>
I would record the CPA and a redacted Death Certificate. No need for a LOPA. If surviving spouse goes to sell, he can do one privately with the Title Company. No need to record a public LOPA if there is a Community Property Agreement.<br>
Best,<br>
Nick<br>
<br>
<br>
Nicholas Pleasants | Shareholder<br>
<br>
<br>
<br>
[OseranHahnAttyatLaw 8]<br>
<br>
<br>
<br>
11225 SE 6th Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com" target="_blank">
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>>
on behalf of Ann Manley <<a href="mailto:ann@manleyfirm.com" target="_blank">ann@manleyfirm.com</a><mailto:<a href="mailto:ann@manleyfirm.com" target="_blank">ann@manleyfirm.com</a>>><br>
Sent: Monday, June 23, 2025 5:06 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Lack of Probate Aff/Comm Prop agreement<br>
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Decedent had a will that left all assets to her husband. They also signed a CP agreement. I am preparing a LOPA for husband to sign. Should I record the CP agreement as well?<br>
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Ann Manley, Esq.<br>
The Manley Law Firm, P.S., Inc.<br>
PO Box 16324<br>
Seattle, WA 98116<br>
(206)292-3064 / (206)292-3914 fax<br>
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