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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D">Hi Melinda<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D">I haven’t heard of something like that.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D">One thing she can do is use an RCW 11.11.020 clause like this to show her intent to supersede the old beneficiary designation:<o:p></o:p></span></p>
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<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"> It is my intention and direction that my estate shall include all of my non-probate assets as well as my probate
assets, unless otherwise provided for in this Will. I intend for the provisions of my Will to supersede any beneficiary designation for a non-probate asset made prior to the execution of this Will. My intention and direction is for the provisions of this Will
to control the disposition of all of my non-probate assets as well as my probate assets, unless I have made a beneficiary designation for any such asset after the date of this Will. For non-probate assets with a beneficiary designation made after the date
of my Will, the beneficiary designation shall control the disposition of that asset.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"> Or more simply:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"> It is my intention and direction that my estate shall include my [identify old single life annuity.] I intend for
the provisions of my Will as to that non-probate asset to supersede any beneficiary designation made prior to the execution of this Will.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<o:p></o:p></span></p>
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<p class="MsoNormal" style="text-autospace:none"><b><span style="font-family:"Berlin Sans FB","sans-serif";color:black">Andrew Hay<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-autospace:none"><b><span style="font-family:"Berlin Sans FB","sans-serif";color:black">Hay & Swann PLLC</span></b><span style="font-family:"Berlin Sans FB","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif";color:black">201 South 34th Street<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif";color:black">Tacoma, WA 98418<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif";color:black">Phone: (253) 272-2400</span><span style="font-family:"Berlin Sans FB","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif";color:black">Fax: (253) 267-8947<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif";color:black"><a href="http://www.washingtonlaw.net/"><span style="color:black">www.washingtonlaw.net</span></a><o:p></o:p></span></p>
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<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Arial","sans-serif";color:black"> <o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial","sans-serif";color:black">THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbarp-bounces@lists.wsbarppt.com [mailto:wsbarp-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Melinda Grout<br>
<b>Sent:</b> Monday, June 11, 2018 1:29 PM<br>
<b>To:</b> WSBA Real Property Listserv<br>
<b>Subject:</b> [WSBARP] help - changing annuity beneficiary<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Client dying. Wants to change beneficiary on single life annuity purchased in 2008, to name her husband as beneficiary. Current beneficiary is old boyfriend - this was not a marriage, only a 4 year relationship. Client was told by the
past employer that she cannot change it at this stage. <o:p></o:p></p>
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<p class="MsoNormal">I remember something about this from years past, but hopefully someone can tell me if this is correct, or if client has any options here. <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Cambria","serif";color:black">Regards,<br>
<br>
Melinda Grout<br>
Law Office of Melinda K Grout, PS<br>
17325 W. Main Street / P.O. Box 1360<br>
Monroe, WA 98272<br>
360-794-4322 / Fax: 425-744-6745</span><span style="color:black"><br>
<br>
Emphasizing Estate Planning, Probate, and Elder Law<br>
<a href="http://mkgroutlaw.com">mkgroutlaw.com</a><br>
<br>
</span><span style="font-size:10.5pt;font-family:"Cambria","serif";color:black">NOTE: <br>
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