<div dir="ltr"><div><div class="gmail_default" style="font-family:arial,sans-serif">Monday Morning Confession </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Dana, I am not certain if you were the original author of the documents - but I will share that in an attempt to keep costs (un)reasonably low in my early years I would take matters like this and change just the one thing but not review the entire document. It came back to haunt me. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">1) Trust that wasn't a Washington trust, but only discovered after death. If I had reviewed it, I could have changed the situs but instead we had trust administration under the ORS. </div><div class="gmail_default" style="font-family:arial,sans-serif">2) Defective trust that didn't have the paragraph relating to residual distribution and so the end result was people getting money client wanted to exclude. </div><div class="gmail_default" style="font-family:arial,sans-serif">3) Just last week in review of another persons estate plan - defective execution on two codicils, a Healthcare POA that was provided by a Hospital that was not witnessed nor notarized. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">All of this is to say that ever since I have required a full review and read through of documents the vast majority have included issues that the client knew nothing about and was happy that I caught it. One client went as far as to say - that is never what they intended. Just in case you are curious, no, that was not a client with cognitive issues, their prior attorney either didn't listen or copied and pasted someone elses plan but they didn't do the page by page walk through at the signing. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Just my word of caution about making the one simple change.</div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Brent</div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><br clear="all"></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><p><b><span style="font-family:"Times New Roman",serif">Brent
Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span></p><p><b><span style="font-family:"Times New Roman",serif">Law
Offices of Brent Williams-Ruth, </span></b><b><span style="font-family:"Times New Roman",serif"><font size="1">a division of BWR Consulting, PLLC</font></span></b><b><span style="font-family:"Times New Roman",serif"></span></b></p><p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal
Way, WA 98003</span></b><span style="font-family:"Times New Roman",serif"></span></p><p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">Mailing Address:</font> </span></b><b><span style="font-family:"Times New Roman",serif">PO BOX 3319; Federal Way, WA 98063 </span></b></p><p><span style="font-family:"Times New Roman",serif">Office/Scheduling
Phone:<span style="color:#004080"> </span><font color="#ff0000">(253) 285-7751</font></span></p><p><font color="#ff0000" face="Times New Roman, serif">For All Meetings & Scheduling: <a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></font></p><p>
</p><p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif"></span></p></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Sun, Aug 16, 2026 at 12:53 PM Diane Kiepe <<a href="mailto:diane@kiepelaw.com">diane@kiepelaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div><div class="gmail_default" style="font-size:large">Dana,</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">You will probably find someone closer to you, but if you don't, I can help, <span style="border-style:none;background:none">but I would</span> need some more details. </div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">1. Do you have the e-documents in Word <span style="border-style:none;background:none">form</span> to share?</div><div class="gmail_default" style="font-size:large"><span style="background-color:transparent">2. Is he single or is there a partner/spouse involved?</span></div><div class="gmail_default" style="font-size:large"><span style="background-color:transparent">3. Does he need to change </span>a name or actually add an omitted name?</div><br clear="all"></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div>PLEASE NOTE THAT MY RESPONSE TIME MAY BE DELAYED DUE TO PENDING MATTERS. I WILL ALSO BE TRAVELING FROM AUGUST 26, 2026, UNTIL AUGUST 30, 2026, WITH LIMITED ACCESS TO EMAIL. I WILL ALSO BE IN TRIAL THE WEEK OF SEPTEMBER 7, 2026. I WILL RETURN COMMUNICATIONS, AS SOON AS POSSIBLE DURING THESE TIMES.</div><div><b><br></b></div><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">Diane Kiepe, J.D., LL.M. Taxation</span></div><div><font color="#38761d" face="georgia, serif" size="4">Kiepe Estate and Probate, PLLC<br></font><div><font size="4" face="georgia, serif" color="#38761d"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></font></div><div><font size="4" face="georgia, serif" color="#38761d">200 N. Mullan Rd., Suite 203</font></div><div><font size="4" face="georgia, serif" color="#38761d">Spokane Valley, WA 99206</font></div></div><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">509-808-2087</span></div><div><div><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">Confidentiality</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px"> Notice: This page and any accompanying documents contain information that is </span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">confidential</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">, privileged, or exempt from disclosure under applicable law and is intended for the exclusive use of the addressee. This information is private and protected by law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the contents of this information in any manner is strictly prohibited.</span></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Sun, Aug 16, 2026 at 12:41 PM Dana Yaffee <<a href="mailto:dana@yaffeelaw.com" target="_blank">dana@yaffeelaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div>
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List mate,</div>
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I have a friend who needs to make some minor changes to his estate plans i.e. trust will healthcare. Basically he needs to change a name. is there someone who might be willing to help him out with this at a low-cost since it involves omitting a name? I
would help but I broke my wrist so I can't type and can't write. </div>
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Please contact me if you can help out.</div>
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Thank you Dana</div>
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