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Washington Estate Planning Questions & Answers
1 Answer | Asked in Probate and Estate Planning for Washington on
Q: Father passed wks after remarrying in Washington with a Will. Does new widow get 50% of everything when nothing was her?

My father died just weeks after remarrying. The Will does not list his new wife. She brought nothing to the home. With a will, and with Washington being a community property state, does she automatically get 50% of everything? I know she should get something, but that doesn’t seem right for her... View More

Nina Whitehurst
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answered on Aug 10, 2019

Under the laws that apply when there is no will the spouse would inherit 100% of the community property, which is property acquired during the marriage. There was hardly time for that so I am guessing there is virtually none. When there are children the spouse inherits half of the separate property... View More

1 Answer | Asked in Estate Planning and Probate for Washington on
Q: Needing a will.

I am trying to help a friend who is elderly. She wants to get her affairs in order and needs a will. Is this available as a free service?

John Kenney
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John Kenney
answered on Jun 24, 2019

Usually attorneys charge to prepare and execute a will and the other necessary documents such as a durable power of attorney, health care directive or living will and a health care power of attorney. Some attorneys may offer discounts or payment plans to assist a person who has lower income or... View More

1 Answer | Asked in Estate Planning for Washington on
Q: my mom is giving my nephew my stepdads house and its not in her name can she do that?

my dads name was the only name the house was in and my mom had to get an attorney to get the house, only the finance company will not put it in her name until its paid off. what happens to it when she dies does it go to her children. because she is trying to give it to my nephew they went down and... View More

Brent Bowden
Brent Bowden
answered on May 19, 2019

If your mom did not have a will, you would have a right to it before your nephew.

However, while your mom is alive, she can do more or less whatever she wants with her property. Likewise, she can leave it to whoever she wants in her will. At that point, you would have no right.

As...
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1 Answer | Asked in Estate Planning for Washington on
Q: When drafting a will and power of attorney, can we work with an attorney outside the county in which we reside?

My husband and I live in a relatively rural area and county with few estate attorneys. However, we are 30 miles away from our state capital (which is also in a different county) where there are more estate attorneys. Does it matter where an attorney's practice is located when filing our... View More

Greg Freeze
Greg Freeze
answered on Mar 1, 2019

Wow. You question remained unanswered for a couple of months. This is now answered on your more recent post. The short answer remains, something like, if you want to leave your small town to go somewhere else, that will work. But, it will also work just fine with a local attorney. The choice... View More

1 Answer | Asked in Estate Planning for Washington on
Q: When drafting a will and power of attorney, is it best to work with an attorney in our county of residence?

We live in a rural town and county. A recent search on your site identified 2 estate attorneys in our local area. Our state capital is 30 miles away (and in another county). A search in that city produced a significantly longer list of estate attorneys. When it comes to filing our will and... View More

Greg Freeze
Greg Freeze
answered on Mar 1, 2019

Let's start with the "filing" part of your question. Your will gets filed with the court doing the probate. Washington is a little funny, as compared to say Oregon. In Oregon, you have to have some kind of connection with the county, such as living there, dying there, owning... View More

1 Answer | Asked in Estate Planning for Washington on
Q: Can a trustee use funds from an irrevocable trust to create a new irrevocable trust for a different beneficiary?

I am the sole beneficiary of a 15 year old irrevocable trust and I believe the assets were recently moved into other brand new irrevocable trusts with new beneficiaries. (The grantor is the trustee) If the trustee has no other funds to reinstate my trust assets are the newly created... View More

Greg Freeze
Greg Freeze
answered on Mar 1, 2019

Your magic Google phrase is "decanting irrevocable trusts." Your question dips into an area of law that, to me, is a bit controversial.

Despite the name "irrevocable" in the trust, there are circumstances where changes can be made. Generally, those changes required...
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1 Answer | Asked in Estate Planning for Washington on
Q: Can I make a secret will that my husband will not know about until my death?
Brent Bowden
Brent Bowden
answered on Nov 22, 2018

There is no requirement that your husband be aware of your will. But there are risks to a secret or surprise will. In the event you died and your husband survived you, he would be likely to open a probate assuming your old will or as if you didn't have one. If nobody brings the secret will to... View More

1 Answer | Asked in Estate Planning and Probate for Washington on
Q: My mom passed away without a will. Her and my dad were married for 49 years. They lived in a house on land that she

inherited while they were married. He is not on the deed. There are 7 children. 4 from her previous marriage and 3 from her current marriage. My sister says the 4 from her previous marriage are entitled to 1/2 of the estate, but the 3 from her current marriage are not entitled to anything. What is... View More

Brent Bowden
Brent Bowden
answered on Nov 1, 2018

When somebody passes away without a will, their heirs are determined by what are called the laws of intestacy. Washington's can be found at RCW 11.04.015 (http://app.leg.wa.gov/rcw/default.aspx?cite=11.04.015).

There will be a question about whether the home is separate or community...
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1 Answer | Asked in Estate Planning for Washington on
Q: How many witnesses do I need present when I sign my will?
Brent Bowden
Brent Bowden
answered on Sep 12, 2018

Two. See RCW 11.12.020 http://app.leg.wa.gov/RCW/default.aspx?cite=11.12.020

Self-proving wills are easier to probate, but slightly more complicated to execute, as they require specific language and a notary. RCW 11.20.020(2). http://app.leg.wa.gov/RCW/default.aspx?cite=11.20.020

1 Answer | Asked in Estate Planning for Washington on
Q: My friend died in the State of Washington without a will. How must her estate be divided?

My friend (she) has no spouse, no living parents, two living sisters, and two living grandchildren. She also has one living child who is a ward of the State of Washington as the child is mentally disabled.

Brent Bowden
Brent Bowden
answered on Aug 16, 2018

Every state has a set of laws that dictate how property is distributed if there is no will. Washington's can be found at RCW 11.04.015 ( http://app.leg.wa.gov/rcw/default.aspx?cite=11.04.015 ). The exact distribution would depend on who the parents of the surviving grandchildren were (i.e, are... View More

1 Answer | Asked in Estate Planning for Washington on
Q: My parents just willed me some land and mineral royalties in Louisiana. I want to leave 50% of the royalties to my wife.

My 3 sons will get the land and 50% of the royalties. Do I need a lawyer or can I make a will and have it notarized?

Brent Bowden
Brent Bowden
answered on Jul 27, 2018

You can draft a will without a lawyer, but it is important to follow the formalities required by Washington Law (I am assuming you live in WA). Merely having it notarized is not sufficient to create a will in Washington State.

RCW 11.12.020 contains the requirements for witnesses....
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1 Answer | Asked in Estate Planning and Probate for Washington on
Q: Revocable Trust and can I ask for all account of monies.

Mother had no debt. House was sold when she went into Memory Care Facility. She had CD's, and savings account. It took sister 4 months to send letter from attorney regarding the trust. Monies to be divided equally among 3 siblings. It's been 10 months since death and no word on... View More

Brent Bowden
Brent Bowden
answered on May 1, 2018

If you got a letter from an attorney representing the trust or your sister as trustee, I would try reaching out to that lawyer to check on the status or hiring a lawyer to do it for you. There are any number of reasons it could be taking this long.

1 Answer | Asked in Real Estate Law and Estate Planning for Washington on
Q: Who gets property after death.

My mom died 4years ago and her home was in her and her deceased husband's name. She had no will. She was remarried at the time of her death but the home was never in my step dads name. My stepdad recently passed away and has no kids so who does the house go to?

Brent Bowden
Brent Bowden
answered on Apr 16, 2018

Under Washington intestacy laws (which govern in the absence of a will), your surviving spouse inherits all of your community property and half of your separate property if you have surviving children.

Your situation is somewhat complicated. The first question is who inherited her previous...
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2 Answers | Asked in Estate Planning, Family Law and Probate for Washington on
Q: My mother in-law wasnt informed about her father's death. Found out through Google. She was his only child. What to do?

He remarried when she was 3. No other children. The wife prevented contact and cut off contact with his daughter when he became ill with Alzheimer.

Brent Bowden
Brent Bowden
answered on Mar 7, 2018

I would suggest that the first thing she do is try to figure out if her father's estate was probated and whether he had a will.

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1 Answer | Asked in Estate Planning and Real Estate Law for Washington on
Q: What does a reconveyance mean? A mortgage trustee recorded a reconveyance with us as grantees.
Brent Bowden
Brent Bowden
answered on Mar 6, 2018

Did you recently pay off your mortgage or refinance? That is the document the bank files to release their lien on the property.

1 Answer | Asked in Estate Planning and Probate for Washington on
Q: If there are two beneficiary's on a will, and one is also the executor, can said executor keep all the money?

My mother & I are two beneficiaries on my Grandparents Will, they passed, and the estate is ready to be closed, but she is saying since we were not allocated a set amount of money she can invest it all and keep it for herself. is this legal? can she make it so I get nothing since they... View More

Brent Bowden
Brent Bowden
answered on Mar 6, 2018

The executor has to follow the will. So it would depend on what the will said. It would be very strange for the will to not specify the share of the estate that each of you were to receive.

For example, wills commonly say something to the effect of: "to my children, but if my children...
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1 Answer | Asked in Estate Planning for Washington on
Q: Trust to protect primary residence?

A friend of mine have real estate in WA state which is our primary residence ..she owns this property free and clear.

She does not have any other property.

I heard that one can create a trust to protect our real estate ..can you shed light on what type of trust she should create?... View More

Brent Bowden
Brent Bowden
answered on Mar 6, 2018

I think a little more information is necessary to answer this question. Most importantly, what is it that you are hoping to protect the property from?

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Washington on
Q: The estate of my mother (me-only child) is being sued regarding her real estate , there is no estate, what do I do?

My mother passed June 1, 2015, I got served with court papers February 18, 2018 regarding real estate property which she did own but it got foreclosed-- the sherriff's office got involved.(date escapes me right now) Then she rented an apartment for two years but in an out of the hospital and... View More

Brent Bowden
Brent Bowden
answered on Mar 6, 2018

There is not enough information provided to really answer this question, I would recommend speaking to a probate attorney. They are going to need to know at least whether there was a probate, who the personal representative was, whether this creditor was known or notified of probate, whether there... View More

1 Answer | Asked in Estate Planning and Probate for Washington on
Q: My roommate passed away, left an 8 year old daughter and no will. Does the guardian have right to assets?

My roommate has passed away and has left behind her 8 year old daughter, whom her father has full custody of. My roommates mother is trying to capitalize on her assets and become the personal representative of her estate. Can she do this? We know that she will not give remaining assets to my... View More

Brent Bowden
Brent Bowden
answered on Mar 6, 2018

It isn't clear from the question whether the father was still married to your roommate. If he was, he would be first preference for Personal Representative if he wanted to be, but, if not, the mother is likely the first preference. RCW 11.28.120... View More

1 Answer | Asked in Estate Planning and Probate for Washington on
Q: If a person named in a will legally changes their name are they still eligible to be able to collect?

My adopted brother is named in my parents will. It was written when he and I were babies. My dad has passed and my mom is close behind. My "brother" has renounced the family and has legally changed his name to his birth mother's name. There isn't really anything to get, no... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Feb 18, 2018

First of all you don't 'inherit' debt. If there is more debt than asset I generally recommend against bothering with probate, and let the creditors scrabble for the scraps.

Secondly, the fact that someone has legally changed their name doesn't impact the bequest in a...
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