[WSBAPT] Any way to avoid Probate

[Mark Vohr]

If the assets in the probate estate exceed $100,000.  No.

Mark



Ohana Fiduciary Corp.
Ohana Financial Services

Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com<mailto:mcv at ohanafc.com>      www.ohanafc.com<http://www.ohanafc.com/>




From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of G. (Gus) Benjamin Lindsey III
Sent: Tuesday, January 24, 2017 4:16 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Any way to avoid Probate

Good afternoon,

PC is the successor trustee and named executor for decedent's pour over will. PC originally filed Will with court believing that the Trust document provided all the authority needed to manage decedent's estate.

Apparently there are bank accounts that were not addressed by the Trust and the bank is refusing to give PC access to the accounts without letters testamentary.

(I have not seen any of the documents yet.)

Is there any way for PC to avoid having to open probate in this circumstance? Apparently the accounts contain a significant amount of money.


Sincerely,

G. (Gus) Benjamin Lindsey III
Attorney-at-Law
[cid:image001.png at 01D2765F.8749B110]

The Law Office of G. Benjamin Lindsey III
2012 Grade Road, Suite 202
Lake Stevens, WA 98258

Phone:   (425) 263-9585

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