[WSBAPT] Schwab Refuses to Recognize Community Property Agreement

[Jamia Burns]

My client's husband died. They had a joint account at Schwab, but
apparently no right of survivorship on the types of accounts and no named
beneficiaries. They have a signed community property agreement. Charles
Schwab will not recognize it and is requiring Probate. Any advice 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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