[WSBAPT] Transfer to Surviving Spouse of Investment Account

[Paul Neumiller]

Please answer online (and hopefully attach a demand letter citing WA law)


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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jamia Burns
Sent: Thursday, January 9, 2020 10:52 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Transfer to Surviving Spouse of Investment Account

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<mailto:jamia at jamiaburnslaw.com>
www.jamiaburnslaw.com<https://nam12.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.jamiaburnslaw.com&data=02%7C01%7C%7C728500e8d91047c3885c08d79535ae38%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637141930101512779&sdata=kULTLL1BUvxI7a%2BM4x6eaZJEUJrN5ZBWLXlhDJ9oZGg%3D&reserved=0>

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