[WSBAPT] Transfer to Surviving Spouse of Investment Account

[Brent Williams-Ruth]

I will State that I had the same issue three years ago and it wasn’t worth the expense to actually fight them legally. Did everything possible trying to get them to transfer to surviving spouse in an account that didn’t have the beneficiary designation. 

My humble opinion is that they are one of the worst and it will take someone who will have enough assets that fighting them legally is most cost effective than just opening an easy probate. 

Best of luck!

Brent Williams-Ruth 
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Office/Scheduling Phone: (425) 830-5134

Direct Mobile: (206) 889-7919

e-mail / website / facebook / 

As of July 1, 2019 - I began operating as the Law Offices of Brent Williams-Ruth a division of BWR Consulting, PLLC. Please note the new points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com 


> On Jan 9, 2020, at 11:08 AM, Jamia Burns <jamia at jamiaburnslaw.com> wrote:
> 
> 
> 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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