[WSBAPT] Schwab Refuses to Recognize Community Property Agreement

[sgay at sbglaw-wa.com]

I very recently had the exact same problem and had to file a probate solely to deal with the Schwab account.  Go figure.
 
Sandi Gay
SANDRA BATES GAY, PS
Attorney at Law
Sandra Bates Gay, PS
23515 N.E. Novelty Hill Rd.
Suite B211-397
Redmond, WA  98053
Ph:  (425) 637-3040
Fax: (425) 952-0156
E-Mail:  sgay at sbglaw-wa.com
 
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Sara D. Longley
Sent: Friday, March 13, 2020 12:03 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Schwab Refuses to Recognize Community Property Agreement
 
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 
1734 NW Market Street
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>  [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 <mailto: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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