[WSBAPT] SoCal Credit Union Issue

[Heather de Vrieze]

I ran across this situation with a credit union in CA a number of years ago. Transfer of single deposit account at the credit union with a bit over $100,000 took 8 months and about $6,500 of court/attorney fees.

The CA attorneys I talked to told me that it was the cheapest way to get the funds.

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D013C2.30F35160]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

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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, May 06, 2019 3:03 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] SoCal Credit Union Issue

One of my clients passed with an account at a credit union that serves the residents of Southern California.  They are refusing to accept Letters Testamentary from Washington and demanding that before they will release any funds that we have  Letters Testamentary “Domesticated to California Court”..  or “Validated by a California Court.”

I have worked with other regional banks and credit unions and never come across this issue before, and thus have never sought to have anything opened in what I would presume is an ancillary probate in California.

Does anyone have experience with this type of demand or situation that can share some thoughts on how to do this in the most cost effective manner?

Thank you!

Brent


--

Brent Williams-Ruth
Founding Member

BWR Consulting, PLLC

Office/Scheduling Phone: (425) 830-5134

Direct Mobile: (206) 889-7919

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