[WSBAPT] Schwab Refuses to Recognize Community Property Agreement

[Roger Hawkes]

And probably Schwab would ignore that too☹

Roger Hawkes, WSBA 5173
Hawkes Law Firm, P.S.
19944 Ballinger Way NE, Suite #100
Shoreline, WA 98155
And 423 Main in Sultan, WA 98294
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
206 367 5000 Office
206 367 4005 Fax



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Melinda
Sent: Friday, March 13, 2020 12:37 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Schwab Refuses to Recognize Community Property Agreement

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

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On Mar 13, 2020, at 12:07 PM, Sara D. Longley <sara at longley-law.pro<mailto: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<tel:%28206%29%20434-5644>
Sara at Longley-law.pro<mailto:Sara at longley-law.pro>
www.longley-law.pro<http://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<http://www.ivylawgroup.com/> and I will begin emailing from Sara at ivylawgroup.com<mailto: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.

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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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