<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Aptos;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:12.0pt;
font-family:"Aptos",sans-serif;}
span.gmailsignatureprefix
{mso-style-name:gmail_signature_prefix;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Aptos",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style>
</head>
<body lang="EN-US" link="#467886" vlink="#96607D" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal">I would create a simple TEDRA agreement to create a clear record of what occurred in case questions arise in the future.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<font size="4" color="#777777"><span style="FONT-FAMILY: 'Calibri','sans-serif'"><font size="3"><font color="#000000"><o:p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'">
<p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; MARGIN: 0in 0in 6pt"><span style="FONT-FAMILY: 'Calibri','sans-serif'">Amy Lewis,
Attorney<br>Pronouns she/her/hers<br></span><img style="HEIGHT: 68px; WIDTH: 211px" src="cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png" width="211" height="68" border="0"><br></p></o:p></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; text-underline: none">www.eisenhowerlaw.com</span></a></font>
<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"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Robin Swanson<br>
<b>Sent:</b> Monday, March 30, 2026 12:04 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Pour-Over Will and RLT Title Issue<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p>Hello,<o:p></o:p></p>
<p>I have a probate situation where the decedent had a pour-over will, but the revocable living trust was never funded during life. The sole beneficiary is serving as Personal Representative in probate. The pour-over directs the estate assets into the trust,
but since there is only one beneficiary and no other interested parties, can the PR deed the property directly to himself without first transferring it into the trust, or could this cause title issues in the future?<o:p></o:p></p>
<p>I heard this could be documented via TEDRA with multiple beneficiaries, but this is a sole beneficiary. But even in this case, where everyone agrees, is it a good idea? <o:p></o:p></p>
<p>Thank you in advance for your thoughts and suggestions.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal"><span class="gmailsignatureprefix">-- </span><o:p></o:p></p>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222"><o:p> </o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222">Robin Swanson <o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222">Secure Legal Legacy, PLLC<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222"><o:p> </o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="color:#222222">NOTICE: Secure Legal Legacy will be closed 4/13/26-4/17/26. </span></b><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222"><o:p> </o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222">**NOTICE: This e-mail message, including any attachments hereto, is for the sole use of the intended recipient(s) and may contain confidential and/or
privileged information. If you are not the intended recipient(s), any unauthorized review, use, copying, disclosure or distribution is prohibited. If you are not the intended recipient(s), please contact the sender by reply e-mail immediately and destroy the
original and all copies (including electronic versions) of this message and any of its attachments.<o:p></o:p></span></p>
</div>
</div>
</div>
<div style="margin-top:1.5pt">
<p class="MsoNormal"><span style="color:#222222"><o:p> </o:p></span></p>
</div>
</div>
</div>
</div>
</div>
<BR>
<DIV align=left><FONT color=black size=2>
<DIV
style="BORDER-TOP: #7f7f7f 1.5pt solid; BORDER-RIGHT: #7f7f7f 1.5pt solid; BORDER-BOTTOM: #7f7f7f 1.5pt solid; PADDING-BOTTOM: 1pt; PADDING-TOP: 1pt; PADDING-LEFT: 4pt; BORDER-LEFT: #7f7f7f 1.5pt solid; PADDING-RIGHT: 4pt">
<P class=MsoNormal
style="BORDER-TOP: medium none; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 0in; PADDING-LEFT: 0in; BORDER-LEFT: medium none; MARGIN: 0in 0in 0pt; LINE-HEIGHT: normal; PADDING-RIGHT: 0in; mso-border-alt: solid #7F7F7F 1.5pt; mso-padding-alt: 1.0pt 4.0pt 1.0pt 4.0pt"><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Times New Roman'; COLOR: gray"><o:p><FONT
style="FONT-SIZE: 9pt"> </FONT></o:p></SPAN><FONT
style="FONT-SIZE: 9pt"><FONT style="FONT-SIZE: 9pt"><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Times New Roman'; COLOR: gray"><FONT
style="FONT-SIZE: 9pt"><FONT
style="FONT-SIZE: 9pt">IMPORTANT/CONFIDENTIAL</FONT>:</FONT> <FONT
style="FONT-SIZE: 9pt">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 in error, do not read,
disclose, reproduce, distribute, disseminate or otherwise use this transmission.
Rather,<EM> please promptly notify the sender by reply e-mail, and then destroy
all copies of the message and its attachments, if
any.</EM></FONT></SPAN></FONT></FONT><SPAN
style="FONT-FAMILY: 'Times New Roman'; COLOR: gray"><FONT
style="FONT-SIZE: 9pt"><FONT style="FONT-SIZE: 9pt"><FONT
style="FONT-SIZE: 9pt"> </FONT></FONT></FONT></SPAN></P></DIV></FONT></DIV></body>
</html>