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<p class="MsoNormal">Of course it matters if I did the will that is being amended and how recently.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If I did not, or did, but it is very old, I will often do a codicil if the amendment is small (and not likely to cause hard feelings) and a new will if the changes are more substantial.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Heather<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Lucida Calligraphy";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">(she/her)<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law</span></i><i><span style="font-size:11.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos Display",sans-serif;color:#C00000"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Aptos Display",sans-serif;color:#C00000">For your advance planning, Heather will be out of the office mid-October (12th-22nd).
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Aptos Display",sans-serif;color:#C00000">UPDATE<s>:</s> deVrieze | Carney PLLC will be CLOSED on FRIDAYS through January 1, 2027,
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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>Sarah McCarthy<br>
<b>Sent:</b> Tuesday, September 29, 2026 10:19 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Amending a Will<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:18.0pt;font-family:"Trebuchet MS",sans-serif">Another consideration is whether or not any beneficiary's share of the estate is getting larger or smaller, and if so, do we want to avoid creating feelings of upset or
resentment. A codicil keeps that prior history in place, as the codicil will need to be read alongside the will. A new will wipes the slate clean in most cases, if the beneficiaries had not already been provided a copy of the prior will. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Trebuchet MS",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Trebuchet MS",sans-serif">Sarah <o:p></o:p></span></p>
<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
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<p style="margin:0in"><b><span style="font-family:"Trebuchet MS",sans-serif;color:black">Sarah O’Farrell McCarthy</span></b><o:p></o:p></p>
<p style="margin:0in"><b><span style="font-family:"Trebuchet MS",sans-serif;color:black">(Pronouns: she / her)<br>
</span></b><span style="font-family:"Trebuchet MS",sans-serif">Attorney*, Partner |
<span style="color:black">Kelly, Arndt & Walker, Attorneys at Law, PLLP</span><span style="color:#1F497D"><br>
</span><span style="color:black">P.O. Box 290 | 6443 Harding Avenue | Clinton, WA 98236</span></span><o:p></o:p></p>
<p style="margin:0in"><span style="font-family:"Trebuchet MS",sans-serif;color:black">(Located on Whidbey Island, Island County, Washington)</span><o:p></o:p></p>
<p style="margin:0in"><span style="font-family:"Trebuchet MS",sans-serif;color:black">* Licensed to practice in Washington (active) and California (inactive)<br>
Phone: (360) 341-1515 | Fax: (360) 341-3272<br>
</span><span style="font-family:"Trebuchet MS",sans-serif;color:#222222"><a href="mailto:sarah@kawlawyers.com">sarah@kawlawyers.com</a></span><span style="font-family:"Trebuchet MS",sans-serif;color:#1F497D"> </span><span style="font-family:"Trebuchet MS",sans-serif;color:black">|
<a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">On Tue, Sep 29, 2026 at 10:16<span style="font-family:"Arial",sans-serif"> </span>AM Sara Longley <<a href="mailto:sara.longley@ivylawpllc.com">sara.longley@ivylawpllc.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">It really depends. If the existing will needs only a minor change such as replacing a PR or beneficiary, a codicil is fine. I have done many codicils. But more substantial changes
(e.g. to include a tax shelter trust, or if the testator has married or divorced or if their spouse has passed away) usually indicate a new will is more appropriate.
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Another way to analyze it is whether it will take more time to draft the revisions for a codicil that it would to simply make a new will including the new provisions.
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Sara<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Palatino Linotype",serif">Sara D. Longley, Attorney</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Palatino Linotype",serif">Ivy Law PLLC</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Palatino Linotype",serif"><a href="https://www.google.com/maps/search/1417+NW+54?entry=gmail&source=g">1417 NW 54</a><sup>th</sup> St., Ste. 313</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Palatino Linotype",serif">Seattle, WA 98107</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Palatino Linotype",serif"><a href="tel:(206)%20925-2727" target="_blank">(206) 925-2727</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Palatino Linotype",serif"><a href="mailto:Sara.Longley@IvyLawPLLC.com" target="_blank"><span style="color:#0563C1">Sara.Longley@IvyLawPLLC.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="https://bookings.cloud.microsoft/bookwithme/user/9e9bb9a083c94197aafe4f8853f351ce@ivylawpllc.com?anonymous&ismsaljsauthenabled&ep=bwmEmailSignature" target="_blank"><span style="text-decoration:none"><img border="0" width="20" height="20" style="width:.2083in;height:.2083in" id="_x0000_i1025" src="https://res.public.onecdn.static.microsoft/assets/bookwithme/misc/CalendarPerson20px.png"></span></a><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="https://bookings.cloud.microsoft/bookwithme/user/9e9bb9a083c94197aafe4f8853f351ce@ivylawpllc.com?anonymous&ismsaljsauthenabled&ep=bwmEmailSignature" target="_blank"><span class="MsoSmartlink">Book
time to meet with me</span></a><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Jordan Kostelyk<br>
<b>Sent:</b> Tuesday, September 29, 2026 10:00 AM<br>
<b>To:</b> <a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Amending a Will</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.5pt;font-family:"Helvetica",sans-serif">Hello all,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.5pt;font-family:"Helvetica",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.5pt;font-family:"Helvetica",sans-serif">Which do you prefer to execute a new will with the amendments or execute a codicil? What are your reasons?</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.5pt;font-family:"Helvetica",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.5pt;font-family:"Helvetica",sans-serif">Thank you,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.5pt;font-family:"Helvetica",sans-serif">Jordan</span><o:p></o:p></p>
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