[WSBAPT] Transfer to Surviving Spouse of Investment Account

[Jamia Burns]

Has anyone had luck transferring assets in a Schwab account to the
surviving spouse using a Community Property Agreement. They are demanding a
Letter Testamentary, EIN and Estate Bank Account to make the transfer. Any
guidance is greatly appreciated.

Respectfully,

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
Mail: P.O. Box 29453
Bellingham, WA 98228
jamia at jamiaburnslaw.com
www.jamiaburnslaw.com

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