Volume 1, Issue 2

Unlike many documents created from a "template mentality," our approach is deeply relational. We believe estate planning should go beyond filling out forms—it should reflect your values, anticipate life's uncertainties, and ensure your legacy is protected in every circumstance.

Why Foundational Questions Matter

Most people envision a smooth process when it comes to settling their estate. But life—and death—rarely go exactly as planned. Emotions, family dynamics, sibling rivalries, and even legal interpretations can complicate the best of intentions.

That's why we ask deeper, more thoughtful questions to uncover your priorities and anticipate 'what-if' scenarios—divorce, disability, accidents, or other life changes that may impact you and your beneficiaries.

Our goal: To create a plan strong enough to withstand worst-case scenarios so that it easily succeeds in the best of times.

What's in a Name? More Than You Think!

One of the first questions we ask is surprisingly simple: What should we name your trust?

The name carries more weight than most realize. It appears on deeds, bank accounts, investment statements, and potentially in public records. Should it reflect your family name? Your faith? Or something unique and meaningful only to you?

Some clients prefer anonymity; others enjoy adding a creative or personal touch. No matter what, we ensure the name is practical for lifelong use—and can be updated later if necessary but involves additional work. If a Last Will is utilized, then there is no naming nomenclature needed.

Who's In—and Who's Out?

Another crucial step is determining who to list in your trust and how to handle sensitive situations, such as disinheriting a family member. While it is never a comfortable topic, clarity now prevents disputes later.

For blended families, the question becomes even more important—especially regarding stepchildren who may or may not be considered legal heirs. The more specific we are, the stronger your plan will be.

Choosing the Right Successor Trustee

When assistance is needed—or after a person passes away—a successor trustee steps in.

Selecting a successor trustee is one of the more important decisions and key considerations include:

- Trustworthiness: Who can handle finances responsibly, fairly, and equitably?

- Practicality: Does this person have the time, organizational skills, and capacity?

- Location: Does the person have the electronic ability to manage assets from a distance?

- Legal Qualifications: Under Washington law, trustees cannot have a felony conviction or a history of financial misconduct.

While some clients prefer to appoint multiple trustees, naming one primary trustee avoids conflicts and simplifies management.

Why We Go Deeper

Estate planning is about more than protecting money—it's about preserving your values and caring for your loved ones in a way that reflects your vision. By asking intentional questions and exploring 'why' behind each decision, we create a plan that is built to last generationally.

Want to Learn More?

If you're ready to move beyond templates and build a thoughtful, thorough plan, visit us at:

legacyandfaith.com for:
• Past podcasts of The Legacy & Faith Show
• Upcoming educational events

Call our Office at 425-939-9948 to:
• Inquire about how to enter our Legacy Maintenance Program

Disclaimer: This newsletter is for general educational purposes only and does not constitute legal advice. For personal guidance, please consult an estate planning attorney.