[WSBAPT] Bank account for joint probate

[Jennifer L White]

Gerald,
Go to another bank!
My patience for bank inane BS is at an all time low, or I'm just cranky today.
Lately, I've had good luck with US Bank and Homestreet.

Jennifer L. White, Esq.
[cid:image001.jpg at 01D77E1D.ABBB01F0]

jen at appletreelaw.com<mailto:jen at appletreelaw.com>
PO Box 11037
Yakima, WA 98909
509.225.9813

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Gerald Sprute
Sent: Wednesday, July 21, 2021 10:40 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Bank account for joint probate

Hi All,

I started a joint probate (husband and wife dies within 6 weeks of each other), and am having trouble with the bank establishing an estate account.  Usually the institution will open an account in the Estate of Husband, and use the EIN for this estate, and open an account in the Estate of Wife with her estate EIN.
This particular bank says they need to open an account in the name of Estate of Husband and Wife (because that's what the Letters Testamentary caption states) , and need one EIN for Husband and Wife estate.  Since they are separate estates joined for probate, I'm pretty sure I can't get one EIN for both estates.  I don't think the court will issue Letters Testamentary with just one decedent listed on the caption.  We're at a stalemate.

Anyone know how to navigate this?

Jerry Sprute


Law Office of Gerald A. Sprute
P.O. Box 1657
Duvall, WA 98019
Tel: (425) 892-4079
Fax: (425) 844-9151
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