[WSBAPT] Safe Deposit Box

[Setareh Mahmoodi]

You can use the below language in the order:

"1.  To permit Petitioner, at estate expense, to open at that Branch Safety
Box No. XXXX.
2.  To deliver or release any purported Will, Codicil, or other estate
document(s) of Decedent contained in that Box to Petitioner or Petitioner’s
attorney, XXXX for prompt filing with this Court.
3.  The Bank, at its expense, may concurrently make and retain a photocopy
of the documents."

I recently did one where I had to personally go to the bank as the PR was
unavailable to get the documents out and had no problems with the order
containing this language. I recommend you contact the branch directly and
speak to the manager to make sure there are no other requirements that they
impose before getting the order.

Good luck,

Setareh

On Mon, Dec 11, 2017 at 4:09 PM, Anthony Vivenzio <
vivenziolaw at rockisland.com> wrote:

> Dear Colleagues,
>
> I have my first situation of a sweet elderly lady passing on and leaving
> her will in her safety deposit box.  I will be opening an administration,
> as we have no will at this point.  I’m preparing an order for the Court
> directing the bank to provide access to the box.  I understand that the PR
> is the primary participant who needs to be present in the bank situation.
> However, the PR lives in CA so I am wondering if I can draft an order
> authorizing access for her and/or me to attend the opening.  Any advice
> would be greatly appreciated.
>
>
>
> *Anthony D. Vivenzio*,
>
> Attorney and Counselor at Law
>
> PO Box 208
>
> 540 Guard Street, Ste. 260
>
> Friday Harbor, WA  98250
>
> (360) 378-6860
>
> vivenziolaw at rockisland.com
>
>
>
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-- 

*Best regards, *


*Setareh Mahmoodi *

*Attorney at Law *

*18222 104th Ave NE, Suite 103*

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