[WSBAPT] Question about BOA requirement for probate estate account

[Jamia Burns]

My clients had the same problem with Bank of America. I suggested that they
find another bank to open the estate bank account and fortunately they did.

Jamia S. Burns
Attorney at Law - Estate Planning
360-739-6379
www.jamiaburnslaw.com
jamia at jamiaburnslaw.com
Mail: P.O. Box 29453
Bellingham, WA 98228
Office: 1200 Dupont Street, Ste. 1-D
Bellingham, WA 98225 (by appointment only)

On Thu, Mar 4, 2021, 10:10 AM Candace Wilkerson <cwilkerson at wongfleming.com>
wrote:

> Hi Listmates,
>
>
>
> Has anyone else run into this, and if so, how did you deal with it?  I
> absolutely despise Bank of America; every time I do a probate and the
> client wants to work with them, we have a new hoop to jump through.  (Note:
> I told my clients to go to another bank or credit union to open the
> account, but don’t know if they will.)
>
>
>
> My clients, who are Co-PRs of the estate, told me that BOA needs to have
> something in the Letters (or maybe simply the order appointing them, they
> weren’t clear) stating that they can act independently on the account,
> otherwise BOA won’t open an estate account for them.
>
>
>
> I have done multiple estates with co-PRs, and never had a bank require
> this.  They just assume that the co-PRs can act independently regarding the
> account.
>
> Is it common practice to add this language in the order of appointment?
> As it is, I will have to go back and file a motion.  But if BOA requires
> adding it to the Letters themselves, I’m sure that won’t fly.
>
> Any thoughts would be appreciated.
>
> Thanks,
>
> Candace Wilkerson
>
>
>
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