[WSBAPT] EIN in wrong name

[Amy Goertz]

This was BECU and the decedent did have multiple accounts there in her new name.

Does anyone have a connection with someone at BECU that might be able to help?





Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 

1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203 

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com <http://www.goertzlambrecht.com/>







> On Jun 28, 2021, at 3:56 PM, Dalynne Singleton <dalynne at glgmail.com> wrote:
> 
> I suggest a different bank.  More smaller banks or credit unions are better especially if the decedent had an account there before she died.
>  
> Dalynne Singleton
> Gourley Law Group
> Snohomish Escrow
> The Exchange Connection
> 1002 10th Street / PO Box 1091
> Snohomish, WA 98291
> 360.568.5065
> 360.568.8092  fax
> dalynne at glgmail.com <mailto:dalynne at glgmail.com>
> Website:  www.glglawgroup.com <http://www.glglawgroup.com/>
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> From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Amy Goertz
> Sent: Monday, June 28, 2021 3:52 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] EIN in wrong name
>  
> Good Afternoon -
>  
> I have an estate in which the decedent changed her name about a year prior to her death.  I had no trouble opening a probate even though the Will was in her previous name and the case is captioned, “Estate of New Moniker, f/k/a (formerly known as) Old Name."
>  
> Even though she had a new social security card with New Moniker, when trying to get an EIN, the IRS system would not generate an EIN. When the Old Name was tried, an EIN issued.
>  
> The bank will not open an account in the name “Estate of New Moniker f/k/a Old Name.” They want to open it in Old Name with the EIN. They say they will not honor any checks made to New Moniker, which will be most of the assets.
>  
> Any suggestions?
>  
>  
>  
> <image005.gif>
>  
> 
>  
> Amy J. Goertz, J.D.
> Goertz & Lambrecht PLLC
> amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 
>  
> 1.888.926.2607 phone
> 1.877.684.1627 fax
> 
> Address for correspondence:
> 2829 S. Grand Blvd., Suite 303
> Spokane, WA 99203 
>  
> Additional office locations:
> 510 Bell Street
> Edmonds, WA 98020
>  
> Goertz & Lambrecht PLLC
> www.goertzlambrecht.com <http://www.goertzlambrecht.com/>
>  
>  
>  
>  
> 
> 
>  
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