[WSBAPT] Credit Union will not honor Community Property Agreement

[J A Cyphers]

I just this morning scanned some copies of emails posted earlier this year
about the same issue with brokerage Charles Schwab.
Attached are the posts that I had saved on that discussion.

On Tue, Sep 1, 2020 at 5:46 PM Lewis, Amy C. <ALewis at eisenhowerlaw.com>
wrote:

> See if they will accept a small estate affidavit if the value of the
> account is under $100,000.
>
>
>
> Amy Lewis, Attorney
>
> 1201 Pacific Avenue, Suite 1200 | Tacoma, WA 98402
> phone 253.572.4500 | fax 253.272.5732 | 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
>
>
>
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-- 
Jackie Cyphers
Jeannette A. Cyphers, Attorney at Law
P. O. Box 908
Edmonds, WA 98020-0908
telephone 425-776-5887
fax 425-640-0814
jacyphers at gmail.com
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