[WSBAPT] Original Will locked in safe deposit box

[Heather deVrieze]

Brent of course has the right answer, but sometimes this can be handled with less hassle by simply asking the bank. If the kids show up with a death certificate, the inventory you mentioned, their ID, the copy of the Will and ask, I have had bank managers allow supervised access, simply to retrieve the Will, coming back with Letters to access other items. No guarantee, but worth a try.

Heather

Heather S. de Vrieze
Attorney-at-Law
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Monday, July 02, 2018 3:24 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Original Will locked in safe deposit box

I’ve gotten the order to open the safe deposit box. Really a simple petition. Still pay filing fee, get the presumptive PR named as authority to get into box. Get into box and go from there.
Brent Williams-Ruth
Founding Member
BWR Consulting, PLLC
Phone: (425) 830-5134
e-mail: brent at bwrconsults.com<mailto:brent at bwrconsults.com> / website: www.bwrconsults.com<http://www.bwrconsults.com>

On Jul 2, 2018, at 3:17 PM, Randolph Petgrave <RandGrave at msn.com<mailto:RandGrave at msn.com>> wrote:
Listmates,

I just accepted representation of clients with (I am sure) a not uncommon problem.  They are the two surviving children – and heirs -- of the decedent.  They have a copy of the will, which appoints them as co-PRs.  The decedent left an inventory of his safe deposit box which indicates the original is in there.  The decedent was the only one with access to the box.

What is the best way to proceed?  I could get them appointed via intestacy; or I could try to get the copy of the will accepted in lieu of the original.  Is there a third or fourth course of action?

Randy

Petgrave & Petgrave, PLLC
Attorneys at Law
P.O. Box 4142
Seattle, WA 98194
Direct: (206) 240-9148
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