[WSBAPT] Attempting to Locate Probate Assets

[Jane Bitz]

In addition to the mail, look for last year's tax return (if there was one) and pull a credit report (all 3 credit bureaus) which will show open credit accounts and sometimes open bank accounts. I also check the State's unclaimed property listings for all decedents in all states where they worked or lived for significant periods of time.
Jane.

Jane G Bitz
Of Counsel
Wolff, Hislop & Crockett, PLLC
12209 E Mission, Suite 5
Spokane Valley WA 99206-4824
(509) 927-9700; FAX (509) 777-1800
jbitz at whc-attorneys.com<mailto:jane at jbitzlaw.com>

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Heather deVrieze
Sent: Thursday, January 14, 2016 12:49 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Attempting to Locate Probate Assets

Being that it is January, tax records and year end records are likely to show up. Ensure that mail is being forwarded and review all mail carefully.

Heather


Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D013C2.30F35160]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of J Richard McEntee, Jr.
Sent: Thursday, January 14, 2016 12:11 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Attempting to Locate Probate Assets

Hello List Members

I am working with a PR who is attempting to locate assets of a deceased friend. The deceased was quite elderly. The last years he was in an assisted living facility. The PR was providing some assistance in paying bills of the deceased prior to his death, however, the PR did not have much knowledge of the finances but for the deceased checking account. She now is seeking out assets. She has used the usual methods, checking mail, etc. She believes that there are a number of accounts and assets that she cannot now find.

Does someone have a recommendation for the next steps to follow to locate assets?

Maybe a private investigator? If a PI, recommendations would be appreciated.

Thanks
Rich

RICH McENTEE
McENTEE LAW OFFICE
3800 Bridgeport Way W, Ste A411
University Place, WA 98466
253.227.9894(m)
jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>

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