[WSBAPT] Credit Union will not honor Community Property Agreement

[Lewis, Amy C.]

See if they will accept a small estate affidavit if the value of the account is under $100,000.


Amy Lewis, Attorney

[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

1201 Pacific Avenue, Suite 1200 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Mike Winslow
Sent: Tuesday, September 1, 2020 5:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Credit Union will not honor Community Property Agreement

Client Husband dies, leaving bank account solely in his name. Washington state CU.
I sent client wife to credit union with copy of CPA and death cert to transfer account to wife's name. Credit Union refuses.
(not nice things stated about credit unions at this point).

I recall discussions on this topic on this list. Review of last three months in my emails did not turn anything up by some brief searching.
Seems like a call to legal department of CU might break up this log jam, but comments on this issue would be appreciated.
Mike


Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com<mailto:Mike at winslegal.com>

This message is from an attorney, so it's confidential. If you are not the intended recipient, it's too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.


 IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200902/5e62493f/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png
Type: image/png
Size: 22687 bytes
Desc: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200902/5e62493f/Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png>