[WSBAPT] Any way to avoid Probate

Eric Nelsen Eric at sayrelawoffices.com
Tue Jan 24 16:37:49 PST 2017


If over $100K, I'd say no--must open the probate. Otherwise, small estate affidavit under Ch. 11.62 RCW.

Sincerely,

Eric

Eric C. Nelsen
SAYRE LAW OFFICES, PLLC
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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'
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
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