[WSBAPT] SoCal Credit Union Issue

[Philip N. Jones]

This is a common problem with California financial institutions.  If it were a bank with a branch in Washington or Oregon, you can usually deal with the local branch and the issue does not even come up.  But that possible solution does not appear to be available in your situation.
Phil Jones
Portland, OR

Philip N. Jones
Duffy Kekel LLP
Portland, OR
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371

On May 7, 2019, at 12:05 AM, Brent Williams-Ruth <brent at bwrconsults.com<mailto:brent at bwrconsults.com>> wrote:

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

e-mail<mailto:brent at bwrconsults.com> / website<http://www.bwrconsults.com> / facebook<http://www.facebook.com/bwrconsults> /

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