[WSBAPT] Brokerage accounts

[John McCrady]

My previous inquiry needs to be modified.  My friend's recently decease spouse had a brokerage account with a subsidiary of Umpqua Bank, and not a standard bank account.
The firm is not accepting a certified copy of the Community Property Agreement, Death Certificate and Affidavit of Surviving Spouse and is requiring letters testamentary in order to release the funds.
Can anyone point me toward statutory authority in this regard?
Thanks

John McCrady
Counsel
Puget Sound Title Company
5350 Orchard Street West
University Place WA 98467
253-476-5721
j.mccrady at pstitle.com




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