[WSBAPT] guardian/conservatorship

[Heather de Vrieze]

I have found WA unclaimed property to be vastly easier to deal with in claiming property than Wells Fargo.
Sorry that isn't responsive to your question, but depending on the situation, sometimes waiting can be the easiest answer.

Heather

Heather S. de Vrieze
Attorney-at-Law
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3909 California Avenue SW
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Wednesday, March 17, 2021 1:58 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] guardian/conservatorship

Hello -

I just received a call from a daughter needing information on her father's Wells Fargo Account - they say that can't give her any information but they plan to turn the account over to the state.  My guess is that it involves an inactive account that they will pay over to the DOR as unclaimed property.  She is her father's VA rep and Social Security Rep.  She does not believe her dad has a POA but will confirm.  I told her she will likely need court appointment to speak to Wells Fargo - the father is in Portland OR - anyone taking cases like this (guardian/conservatorship).  All referrals are appreciated.

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

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