[WSBAPT] BofA Branch Demands Raised Seal on Letters?

Tue Jun 29 13:20:27 PDT 2021

I had several hundred thousand as opening deposit for a RLT that had become
testamentary and I got a cashier's check from my trust account at BOA and
went across the street to Heritage when BOA nickeled and dimed me on what I
cannot even remember when I tried to open a trust account.  

From: wsbapt-bounces at lists.wsbarppt.com On Behalf Of Diane J. Kiepe
Sent: Tuesday, June 29, 2021 12:37 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] BofA Branch Demands Raised Seal on Letters?

The best response to these folks who make life more difficult then it needs
to be.

Diane J. Kiepe

Diane J. Kiepe

Douglas Eden

717 W. Sprague Ave.

Suite 1500

Spokane, WA  99201

djkiepe at depdslaw.com <mailto:djkiepe at depdslaw.com> 

509-455-5300

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 Heather de Vrieze
Sent: Tuesday, June 29, 2021 12:27 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com
<mailto: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

3909 California Avenue SW

Seattle, WA 98116-3705                          

(206)938-5500 

 <mailto:heatherd at westseattlelaw.com> heatherd at westseattlelaw.com 

 <http://www.westseattlelaw.com/> www.westseattlelaw.com 

Click here to connect with de Vrieze | Carney on Facebook:
<https://www.facebook.com/DeVriezeCarney> 

For the latest information regarding firm operations and precautions in
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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.                              

 <mailto:jen at appletreelaw.com> 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, 

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

Attorney

Lyons | Sullivan

10655 NE 4th Street, Suite 704

Bellevue, WA  98004

425.451.2400 tel 425-451-7385 fax

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