Legal Question in Wills and Trusts in Washington

Will & Trust

Leaving 25% to each of my 4 children.

Would like to make an exception of one

stock and leave it totally to my

daughter in addition to her 25% share.

Can I just add that clause to my will &

trust, initial and date it?


Asked on 1/21/08, 10:30 pm

1 Answer from Attorneys

Bruce Busch Bruce R. Busch, Attorney at Law

Re: Will & Trust

The problem with such a specific question is that attorneys don't like to answser them because I for one am fearful of an attorney-client relationship being formed. So my initial advice to you is to consult with an attorney. You can't just add something to the will and initial it. You either have to draft a new will or a codicil to the will -- either requires two witnesses and, preferably, a notary as well. The codicil or will would include a specific bequest of the stock to the one daughter and then the residue to the four children. Alternatively, you could change the ownership of the stock to a joint account (may have some tax consequences) or change it to "payable on death" to your one daughter. These are just some ideas.

Remember, I'm an attorney but I'm not YOUR attorney. Only a thorough review of your situation by a competent attorney after an attorney-client relationship has been established will result in an informed legal opinion.

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Answered on 1/22/08, 12:29 pm


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