[WSBAPT] Schwab Refuses to Recognize Community Property Agreement

[Melinda]

If only it were less than $100,000 you could do small estate affidavit, but these accounts are probably too large...

Melinda

Misspelled from my iPhone, which spells as it pleases and is not grammar correctly.

Law Office of Melinda K Grout
PO Box 1360
Monroe, WA 98272
(360) 794-4322. Tel
(425) 744-6745. Fax

Notice:  This message is intended only for the addressee, and may contain confidential and/or privileged information.  If you are not the intended recipient, it is too late to stop reading, but please do not use it for any improper purpose.



> On Mar 13, 2020, at 12:07 PM, Sara D. Longley <sara at longley-law.pro> wrote:
> 
> 
> 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
>  
> <image002.jpg>
> Sara D. Longley, J.D., LL.M.
>  
> LONGLEY LAW PLLC 
> 1734 NW Market Street
> Seattle, WA 98107
> (206) 434-5644
> Sara at Longley-law.pro
> www.longley-law.pro
> Pronouns: she, her, hers
>  
> ATTENTION CLIENTS: I am in the process of merging my law firm into Ivy Law Group, PLLC.  Over the next few months my web site will redirect to www.ivylawgroup.com and I will begin emailing from Sara at ivylawgroup.com.  My existing email address and telephone number will continue to function and my physical office location will not change.  I look forward to serving you in the coming years.
>  
> This email is intended only for the individual to whom it is addressed and may contain information that is privileged, confidential, and/or exempt from disclosure.  If you have received this message in error, please inform the sender by telephone or reply email and delete this message and all attachments.  Thank you.
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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
> www.jamiaburnslaw.com
>  
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