[WSBAPT] Chase bank - small estate affid.

[Josh Grant]

Thanks Josh.  They said the sent it to the legal department and they were just passing on their opinion.  I will try and get their legal dept. contact info if the notarized one doesn’t work.

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578

From: Joshua McKarcher 
Sent: Thursday, January 21, 2021 4:13 PM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] Chase bank - small estate affid.

Josh,

 

My guess is that the bank employee looking at this is used to court documents being “certified” vs. “conformed” copies of the given Letters Testamentary, probate order, etc. 

 

In this case, if you make clear the document is NOT filed with a court, so there is no way to “certify” it, then perhaps that will help. I suspect you’re simply dealing with someone who isn’t sure of the process and is doing their best.

 

If I may suggest that you personally call the branch manager directly, I suspect you may get a good outcome. I have had excellent success with local branch managers of Chase. One in Moscow, Idaho, is a certifiable 😉 superstar and has been personally monitoring for a few months for me an absurdly small account that has an amount frozen by The Chase Bank Master Authority for a potential social security recovery that is never going to happen. No problem. She’ll monitor it, and we’ll wait it out.

 

Good luck!

 

Best, Josh

 

Joshua D. McKarcher

McKarcher Law PLLC

537 6th Street

Clarkston, WA 99403

(509) 758-3345

(509) 758-3314 (fax)

josh at mckarcherlaw.com

www.mckarcherlaw.com

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Josh Grant
Sent: Thursday, January 21, 2021 3:46 PM
To: wsbar trust <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Chase bank - small estate affid.

 

My client is a widow.  Her husband owned 2 accounts at Chase Bank.  

We prepared a claim of successor ,  estate under $100,000.

Chase Bank rejected it because (1) it wasn’t notarized and (2) it wasn’t certified.

I added the notary even though it is a declaration.... and they haven’t been able to explain to the client what “certified” means.

 

I know when a PofA under a DPA won’t do what has been asked we can demand action or threaten attorney fees.  Is this possible with small estate affidavit?

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578



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