[WSBAPT] BofA Branch Demands Raised Seal on Letters?

Tue Jun 29 13:57:05 PDT 2021

I agree; I've had multiple problems with BOA.  However, the problem comes when your clients refuse to go to another bank (my last client was very reluctant to abandon BOA).

Best,
Candace Wilkerson

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Martin
Sent: Tuesday, June 29, 2021 4:20 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] BofA Branch Demands Raised Seal on Letters?

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<mailto: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<mailto: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
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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.
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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
10655 NE 4th Street, Suite 704
Bellevue, WA  98004
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