[WSBAPT] Chase Bank wont accept POA

[Douglas Bratt]

You must use a very expensive grade of paper, John, such that durability is the chief characteristic of the documents you prepare (although I am sure that your wisdom and experience are also a hallmark of your work).  

What brand do you use?

On a serious note - I have noted a very disturbing downward trend insofar as the staffing of our local Chase Branch is concerned.  Assistant Manager laid off after about 15 years (and she literally ran the place, while the branch went through a number of managers), no visible present manager, very inexperienced tellers, long lines to see tellers, etc. The staff members are very apologetic - they talk about not being able to take their breaks because they are busy.  

It all comes down to the bottom line.  The number of personnel are being cut, with resulting horrible customer service, with bottom line considerations driving this decision.    

It might very well be that the person who might have delivered this (miss)information to Melinda was very inexperienced, if the branch she dealt with is anything like the one that I am speaking of.  It was probably one of their "bankers," which is one step up from the teller category - the bankers are the ones who open up accounts and do other things that the tellers are not allowed to do.  Some are OK, but others are new and are not very well informed.  

The earlier advice given by a listmate about telling Chase that it will be responsible for attorney's fees if the DPOA is not honored should probably be delivered to someone higher on the food chain, within the branch, if available.  Otherwise, there are supervisors within the Chase hierarchy who are overseeing a number of branches (at least there used to be).  That person's name and contact info should be obtained as one more step in the process.

Good luck.

Regards,

Doug Bratt

108 E. Mill Plain Blvd.
Vancouver, WA 98660 

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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of John J. Sullivan
Sent: Tuesday, January 19, 2016 11:38 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Chase Bank wont accept POA

That's funny. I have a client they told the DPOA still worked even though the principal had died. That's what I call durable. 

John Sullivan

Sent from my iPhone

> On Jan 19, 2016, at 10:05 AM, Melinda <mkgroutlaw at gmail.com> wrote:
> 
> Chase says not valid unless filed and stamped by the court. Im used to garbage from BA but havent had such dealings with Chase.  Anyone had the pleasure?
> 
> Misspelled from my iPhone
> 
> Melinda
> 
> Law Office of Melinda K Grout
> PO Box 1360
> Monroe, WA 98272
> (360) 794-4322. Tel
> (425) 744-6745. Fax
> 
> Notice:  This message is intended only for the addressee, and may contain confidential and/or privileged information.  If you are not the intended recipient, it is too late to stop reading, but please do not use it for any improper purpose.
> 
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> 
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