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

Wed Aug 17 18:58:27 PDT 2022

 Great ideas! I have found contact information for the actual legal department and spoke with the Bank attorney via LinkedIn of all places! No hassle no court order. It's nice to speak with someonewho actually knows the law!
    On Wednesday, August 17, 2022 at 06:08:16 PM PDT, Diane J. Kiepe <djkiepe at depdslaw.com> wrote:  

I see this is more true with east coast banks – so much time, money and emotional energy wasted!

Diane J. Kiepe

Diane J. Kiepe

Douglas Eden

717 W. Sprague Ave.

Suite 1500

Spokane, WA  99201

djkiepe at depdslaw.com

509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>On Behalf Of Inge Fordham
Sent: Wednesday, August 17, 2022 4:11 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate access to co-owned safe deposit box

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

| 

  | 
Inge A. Fordham | Attorney

Fordham Law, PLLC

3218 Sixth Avenue | Tacoma, WA 98406

Office: (253) 348-2657 | Mobile: (206) 778-3131

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

**EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063 

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail / website / facebook / 

On Wed, Aug 17, 2022 at 3:30 PM Eric Nelsen <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

Covid-19 Update -All attorneys are working remotely during regular business hours and are available via email and by phone. Videoconferencing also is available. Signing of estate planning documents can be completed and will be handled on a case-by-case basis. Please direct mail and deliveries to the Seattle office.

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