<div dir="ltr"><div><div class="gmail_default" style="font-family:arial,sans-serif">I have encountered this several times. My analysis is as follows: </div><div class="gmail_default" style="font-family:arial,sans-serif">1) It's been more than two years, no need for Creditor notices</div><div class="gmail_default" style="font-family:arial,sans-serif">2) Financial institutions are the devil and will fight anything that is not their normal activity of having Letters Testamentary/Administration.</div><div class="gmail_default" style="font-family:arial,sans-serif">3) Just open the probate, do a PR Deed transfer for the house, get the stocks transferred. Close probate. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">I had a client who I gave the choice to as it was dealing with timeshare at one of the national entities. He tried on his own to use Small Estate Affidavit to get the points transferred from his mom to him. He literally wasted 16 months before finally agreeing to do the probate. Less than 1 month once they got the letters testamentary. </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><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"><font color="#ff0000">****NOTE ABOUT UPCOMING OFFICE CLOSURE****</font></span></b></p><p><b><span style="font-family:"Times New Roman",serif"><u><font color="#ff0000">From October 16 until November 6,</font></u> the Law Offices of Brent Williams-Ruth will be closed. Brent & Justin will be unreachable during this time. A contract non-legal administrative assistant will acknowledge receipt of messages and send confirmation communication that all will be addressed upon the return to office after November 6th. This person will not be able to provide any substantive assistance in any matter.</span></b></p><p><b><span style="font-family:"Times New Roman",serif">Thank you and we apologize for any inconvenience</span></b></p><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)</span></p><p><span style="font-family:"Times New Roman",serif">
<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 Fri, Oct 2, 2026 at 10:56 AM Sara Longley <<a href="mailto:sara.longley@ivylawpllc.com">sara.longley@ivylawpllc.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 class="msg-2865358746565522862">
<div lang="EN-US" style="overflow-wrap: break-word;">
<div class="m_-2865358746565522862WordSection1">
<p class="MsoNormal">Listmates,<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">I have a client whose spouse died in 2019. They now need to clear the spouse’s name off an interest in real property, which would easily be handled with a Lack of Probate Affidavit. However, they have also discovered a stock account in
the spouse’s name. The value of the stock account is less than $100,000, so this asset could be transferred using a Small Estate Affidavit
<u>if</u> the real property value is not included in calculating the value of the assets subject to probate.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">I’m curious to know how others have handled this analysis. If the real property interest is transferred with a LOPA, must I include its value in my calculation of the “assets subject to probate”?
<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">I’m on the fence as to whether it is simpler to just do a probate, but I believe the cost to the client would be less if we don’t have to go that route.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Thanks in advance for your feedback, <u></u><u></u></p>
<p class="MsoNormal">Sara<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><span style="font-family:"Palatino Linotype",serif">Sara D. Longley, Attorney</span><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Palatino Linotype",serif">Ivy Law PLLC</span><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
<p class="MsoNormal"><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><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Palatino Linotype",serif">Seattle, WA 98107</span><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Palatino Linotype",serif"><a href="tel:(206)%20925-2727" value="+12069252727" target="_blank">(206) 925-2727</a></span><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Palatino Linotype",serif"><a href="mailto:Sara.Longley@IvyLawPLLC.com" target="_blank"><span style="color:rgb(5,99,193)">Sara.Longley@IvyLawPLLC.com</span></a></span><span style="font-family:Calibri,sans-serif"><u></u><u></u></span></p>
<p class="MsoNormal"><span> <u></u><u></u></span></p>
<p class="MsoNormal"><span> <u></u><u></u></span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<table border="0" cellpadding="0">
<tbody>
<tr>
<td style="padding:0.75pt">
<p class="MsoNormal"><a href="https://bookings.cloud.microsoft/bookwithme/user/9e9bb9a083c94197aafe4f8853f351ce@ivylawpllc.com?anonymous&ismsaljsauthenabled&ep=bwmEmailSignature" target="_blank"><span style="color:blue;text-decoration:none"><img border="0" width="20" height="20" style="width: 0.2083in; height: 0.2083in;" id="m_-2865358746565522862_x0000_i1025" src="https://res.public.onecdn.static.microsoft/assets/bookwithme/misc/CalendarPerson20px.png"></span></a><span><u></u><u></u></span></p>
</td>
<td style="padding:0.75pt"></td>
<td style="padding:0.75pt">
<p class="MsoNormal"><span><a href="https://bookings.cloud.microsoft/bookwithme/user/9e9bb9a083c94197aafe4f8853f351ce@ivylawpllc.com?anonymous&ismsaljsauthenabled&ep=bwmEmailSignature" target="_blank"><span style="color:blue;text-decoration:none">Book
time to meet with me</span></a><u></u><u></u></span></p>
</td>
<td style="padding:0.75pt">
<table border="0" cellpadding="0">
<tbody>
<tr>
<td style="padding:0.75pt"></td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
</div>
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></div></blockquote></div>