[WSBAPT] Schwab Refuses to Recognize Community Property Agreement

[Sara D. Longley]

I have a pro bono client in the same situation.  The Schwab account is the ONLY asset she is having trouble with.

 

Please reply to the list!

 

Sara Longley

 



Sara D. Longley, J.D., LL.M.

 

LONGLEY LAW PLLC 

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Seattle, WA 98107

 <tel:%28206%29%20434-5644> (206) 434-5644

 <mailto:Sara at longley-law.pro> Sara at Longley-law.pro

 <http://www.longley-law.pro/> www.longley-law.pro

Pronouns: she, her, hers

 

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jamia Burns
Sent: Friday, March 13, 2020 11:45 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Schwab Refuses to Recognize Community Property Agreement

 

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 <mailto:jamia at jamiaburnslaw.com> 

www.jamiaburnslaw.com <http://www.jamiaburnslaw.com> 

 

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