[WSBAPT] Chase Bank Un-Froze Account & Allowed Auto-Payments to continue

Brent Williams-Ruth brent at williams-ruthlaw.com
Tue Feb 9 10:56:44 PST 2021


List -

Just got a message from an Executor with the most bizarre story.

Decedent passed in July. He left behind a bank account at Chase Bank with a
beneficiary designation.  Executor is appointed, visits the Chase branch,
they take death certificate and freeze account and advise that they will
send funds to the designated beneficiary.

Seven months has gone by and it was discovered that Chase Bank did NOT send
the funds to the named beneficiary. Instead, they un-froze the account and
auto-payments for the HOA monthly dues resumed (unknown to the Executor who
was using Estate funds to pay the HOA....they got a nice note about getting
that overpayment returned, too).

Has anyone ever experienced this before? Worth pursuing any claim? (i'm
guessing not).

Just very strange.

Brent

*Brent Williams-Ruth* (preferred pronoun: he/him)
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*

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