[WSBAPT] Attempting to Locate Probate Assets

[Rich McEntee]

Thank you. 

Rich McEntee
McEntee Law Office
3800 Bridgeport Way W Ste A411
University Place, WA  98466
253.227.9894
jrmcentee at gmail.com


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> On Jan 14, 2016, at 2:12 PM, Jane Bitz <jbitz at whc-attorneys.com> wrote:
> 
> 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
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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
> <image001.jpg>
> 3909 California Avenue SW
> Seattle, WA 98116-3705                         
> (206)938-5500
> heatherd at westseattlelaw.com
> www.westseattlelaw.com
>  
> Click here to connect with de Vrieze | Carney on Facebook:   <image002.png>
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> From: 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>
> 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       
>  
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