[WSBAPT] Estate access to co-owned safe deposit box

[Inge Fordham]

Man, talk about a waste of time and money.  That’s unfortunate.

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Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
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www.fordhamlegal.com<http://www.fordhamlegal.com>

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From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of Brent Williams-Ruth <brent at williams-ruthlaw.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Wednesday, August 17, 2022 at 3:59 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate access to co-owned safe deposit box

I have encountered this countless times. I throw my hands up and just got get the Court order and return the PR with it - and yes, I do the full bells and whistles of an exemplified order and make it clear that under the ORDER OF THE COURT they must IMMEDIATELY GRANT ACCESS to the PR. Then they step aside.

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

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On Wed, Aug 17, 2022 at 3:30 PM Eric Nelsen <eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>> wrote:
Decedent and decedent’s sister are both named on a safe deposit box in Seattle at Chase Bank. The living sister is 90+ years old, infirm, and lives in another state. The PR has the key, has Letters Testamentary, and wants access—and Chase is telling him he needs either a court order or written permission from the sister.

I have never encountered this problem. The decedent never needed permission to access their own sd box; why should the PR? Am I missing something? Am I blinded by my usual rage at the endless bank bureaucracy that never allows me to talk to the legal department but insists that their stupid position be transmitted to me via a hapless and innocent teller?

Sincerely,

Eric

Eric C. Nelsen
Sayre Law Offices, PLLC
1417 31st Ave South
Seattle WA 98144-3909
206-625-0092
eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>

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