[WSBAPT] BofA Branch Demands Raised Seal on Letters?

Tue Jun 29 12:47:36 PDT 2021

I have had 3 meetings with B of America Merrill Lynch person in Mill Creek to obtain a Medallion signature.  I am PR in Estate and there are monies in an account to be transferred.
He demanded a newly cert. copy of my letters from the court - had to be dated within 60 days of my request for signature.  I had to deliver in person.
I am now waiting to have approval for the signature and will need to return, for the 4th time, to actually obtain the signature.  It is hard to justify 4 trips to the bank and back in my fees...

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
Sent: Tuesday, June 29, 2021 12:27 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] BofA Branch Demands Raised Seal on Letters?

Yep. I've been having issue with both of them as well. And the same issue with B of A wanting "original" letters, "you know, ones that have 'real' seals on them". I told my client to take their $250k across the street to Homestreet, and they got an estate account set up quite easily.

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image008.jpg at 01D76CE4.ED93AAE0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
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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 Jennifer L White
Sent: Tuesday, June 29, 2021 12:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>; KCBA Guardianship and Elder Law Discussion List <guardianshipelderlaw at lists.kcba.org<mailto:guardianshipelderlaw at lists.kcba.org>>
Subject: Re: [WSBAPT] BofA Branch Demands Raised Seal on Letters?

Gawd! There was someone on here yesterday lamenting BECU's refusal to set up an account over an easily explained name situation.
Those two financial institutions are the bane of a probate attorney's existence! They suck up an outsized amount of practitioner time dealing with inane BS. They act like it's the first time one of their customers has died. It's ground hog day every day with them. Reinventing the wheel, etc. etc. I just want to give them both the one finger salute on every interaction!!!

Jennifer L. White, Esq.
[cid:image010.jpg at 01D76CE4.ED93AAE0]

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<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of John Sullivan
Sent: Tuesday, June 29, 2021 11:33 AM
To: 'wsbapt at lists.wsbarppt.com' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>; KCBA Guardianship and Elder Law Discussion List <guardianshipelderlaw at lists.kcba.org<mailto:guardianshipelderlaw at lists.kcba.org>>
Subject: [WSBAPT] BofA Branch Demands Raised Seal on Letters?

Listmates:

This was going to be a question, but since I found a workaround it will be a mere rant.

I opened a probate recently in King County in Seattle. Client took a Certified Copy of the Letters Testamentary to the decedent's bank - Bank of America.

The bank would not accept the certified copy because ... the seal was stamped not raised.

I have never run into this particular speed bump and was under the impression the Clerk no longer issued Letters with raised seals.

Well, for future reference, the Cashier's Section at the Clerk's Office tells me that they are aware some banks, and he named a couple, are "butts" about this and so they keep a couple of embossers around. You can, if you specially request it, obtain certified copies of Letters with a raised seal. Total stupidity. But the first thing I learned in law school was never argue with a bank because the bank always wins.

Best regards,
John J. Sullivan<mailto:dlyons at lyonslawoffices.com>,
Attorney

Lyons | Sullivan
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