[WSBAPT] Searching for accounts

[Candace Wilkerson]

Kira, I haven’t used one of these companies, but the WA DOR does have a page regarding the issue.  I don’t know if it only concerns WA assets, though:

https://ucp.dor.wa.gov/heirFinder.aspx

Best,
Candace Wilkerson

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kira Rubel
Sent: Wednesday, January 6, 2021 9:15 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Searching for accounts

I am following up on my question below. Does anyone have any grand ideas on how to find unknown and/or lost accounts?  Many thanks!

Kira M. Rubel, Esq.

*Licensed in CA and WA
[https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download]

The Harbor Law Group
(formerly, Law Office of Kira M. Rubel)
3615 Harborview Drive NW, Suite C (on the dock)
Gig Harbor, WA 98332-2129
CA Bar No. 253970 / WA Bar No. 51691
Tel.  (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
https://theharborlawgroup.com/<https://url.emailprotection.link/?buQ1sS_s_O5eCqKKoGY0IedmgSYFsJ6zUi3rpP5jHLQxiSVMka3xVN3ftNc5YjMe2xCWnIxECSpPcFCEKw4dQkQ~~>

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On Thu, Dec 17, 2020 at 10:06 AM Kira Rubel <kira at theharborlawgroup.com<mailto:kira at theharborlawgroup.com>> wrote:
Hello, all, and happy holidays!  I have a client who believes his mother, now deceased, had other accounts he didn't know about, including one or more in Vancouver, BC.  All of her documents and files have been destroyed (...don't ask.)  Any suggestions on companies that could help us locate assets?

Thank you!

Kira M. Rubel, Esq.

*Licensed in CA and WA
[https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download]

The Harbor Law Group
(formerly, Law Office of Kira M. Rubel)
3615 Harborview Drive NW, Suite C (on the dock)
Gig Harbor, WA 98332-2129
CA Bar No. 253970 / WA Bar No. 51691
Tel.  (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
https://theharborlawgroup.com/<https://url.emailprotection.link/?buQ1sS_s_O5eCqKKoGY0IedmgSYFsJ6zUi3rpP5jHLQxiSVMka3xVN3ftNc5YjMe2xCWnIxECSpPcFCEKw4dQkQ~~>

The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure.  If you receive this transmission in error, please notify the sender by reply e-mail and delete the message and any attachments from your computer.  Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.

No Tax Advice: No matter what I say in this email, I am an attorney, not a tax advisor and cannot provide any tax advice to you! Please refer all tax matters to your own tax advisor to ensure you are receiving the most up-to-date and relevant tax advice.
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