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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">Dwight – Appreciate you chiming in on this issue as it tends to create a hassle for us when dealing with real property conveyances to and from a trust.
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">I’ve often wondered it is acceptable to simply state as the grantor or grantee just the name of the trust, e.g. “The Julie Jones Trust, dated xx/xx/xxxx”
leaving out the name of the trustee at the time of the conveyance. Or, must we recite the name of the trustee at the time of the conveyance, e.g. “X Trust Company, Trustee of The Julie Jones Trust, dated xx/xx/xxxx.”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">I also wonder if, when we get appointed as a successor trustee, do we have to record a new deed listing us as a trustee. We would still have to file a
REET to make sure we are getting the property tax bills, etc. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">May be a silly question, but it comes up a lot.
<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">Regards,<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">Mark<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">(he, him)<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">Mark C. Vohr, J.D. CPGC<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">Ohana Fiduciary Corporation<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">155 NE 100<sup>th</sup> St., Suite 209<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">Seattle, WA 98125<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">Telephone: (206) 782-1189<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext"> wsbarp-bounces@lists.wsbarppt.com
<wsbarp-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Dwight Bickel<br>
<b>Sent:</b> Wednesday, March 15, 2023 9:05 AM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBARP] Question re Trustee Signatures on Conveyance Documents<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:11.0pt;font-family:"Verdana",sans-serif;color:windowtext">Mark’s preferred description with the trust name is better, even if not required. The chain of title should clearly show identity of the same Trust as Grantee
then Grantor. Though true that the Trustee is the party in title, there are often successor, alternative, or survivors as new Trustees, without a recording to document the change, so the name of the Trust should be stated in each conveyance. A later title
examination should not have the burden to determine the Trust and powers of the later Trustee.<o:p></o:p></span></p>
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<span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060">Dwight A. Bickel<o:p></o:p></span></p>
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<span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060">Real Property Title Advisor<o:p></o:p></span></p>
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<span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060">Washington Title Professional<o:p></o:p></span></p>
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<span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060;border:none windowtext 1.0pt;padding:0in"><a href="mailto:Dwight@DwightBickel.com"><span style="color:#002060">Dwight@DwightBickel.com</span></a></span><span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060"><o:p></o:p></span></p>
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<span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060">https:/dwightbickel.com<o:p></o:p></span></p>
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<span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060;border:none windowtext 1.0pt;padding:0in">206-484-1976</span><span style="font-size:11.0pt;font-family:"Verdana",sans-serif;color:#002060"><o:p></o:p></span></p>
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