[WSBARP] best practice for grantor description when marital status has changed

[Chandra Lewnau]

I have a client who took title to property as a single man and is now
married and wants to transfer the property to a revocable living trust.
Ordinarily, I include information about the Grantor's marital status and
whether the property is separate or community, and make sure everything
matches the deed to my client.

What is the best practice for describing the grantor where the marital
status has changed?

John Doe, a now married man who took title as an unmarried man?

John Doe, a now married man dealing in his separate estate?

Ignore it and just refer to him as an unmarried man?


Client may also want to convert the property to community property (and
thinks he may have signed a community property agreement to this effect
that no one can now find)

Any suggestions on handling this in the same deed that conveys to the
living trust, or is there a better method?

Thanks in advance for any advice.


Sincerely,



Chandra M. Lewnau, Attorney at Law

*Elder Law & Estate Planning*

Voicemail 206-317-4282
Email chandra at lewnaulaw.com

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