[WSBAPT] Chase Bank requiring court order to set up testamentarytrust account?

[J A Cyphers]

How about preparing a Certification of Trust under  RCW 11.98.075.
And taking that in with the EIN and a copy of the statute.
Look specifically at paragraphs (6), (7) and (8) of the statute including 
reasonable attorney fees, if the Court determines that the person did not
act in good faith in demanding the trust instrument".
 
 
Jackie Cyphers
Jeannette A. Cyphers, Attorney at Law
P. O. Box 908   
Edmonds, WA 98020-0908
425-776-5887
fax 425-640-0814
jacyphers at gmail.com
 
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-------Original Message-------
 
From: Josh Grant
Date: 9/26/2019 1:53:09 PM
To: wsbar trust
Subject: [WSBAPT] Chase Bank requiring court order to set up
testamentarytrust account?
 
My client is a surviving spouse and PR or her husband’s estate.  The LW&T
provides that H’s assets go in to a testamentary trust with W as Trustee. W
gets all income and whatever she needs during her life. We have about $20
000 in an estate account and we are ready to close the estate.  We have
supplied tax I.D. # for the trust and copy of the will.  Local bank people
says they checked with legal department and we have to get a court order
because it is a Testamentary Trust.
 
Anyone agree with the bank? If so what kind of order?
If disagree, Anyone know someone at or a direct line to the legal department
at Chase? or have a copy of a nasty=gram I can use?
thanks
 
Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578
 
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