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

[Diane J. Kiepe]

I would second that we have great success with WA Trust  Spokane Downtown (of course we are just upstairs so the few times we had issues, I’ve just showed up).

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 <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Joshua McKarcher
Sent: Thursday, August 18, 2022 11:19 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate access to co-owned safe deposit box

That is just awful, Jennifer. I am a huge fan of Washington Trust Bank, based in Spokane, if that helps. If that is the third institution in your story, then (with my apologies) delete this email and pretend you never read it.

Otherwise, if you’re interested and you see they have a branch anywhere near you, then for me, they’re worth a drive, which the branch is for me here in little Clarkston, WA-Lewiston, ID. They aren’t perfect every time, but decisions are made in Spokane, and most everyone seems interested in actually helping, not preventing, progress.

All my best, Josh

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: Thursday, August 18, 2022 11:35 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Estate access to co-owned safe deposit box

Glad to provide some comic relief, but in all reality it is a sad state of affairs for what dealing with banks has become, and I feel for my PR’s that have to deal with it, often times with multiple institutions. Another case in point of frustration, my own practice. When we moved to Yakima a few years ago, I established accounts at a local credit union (Not BECU – LOL). Over the course of being here, the place has gone downhill to the point where there are no tellers. There are just machines in the building and the few staff members on site are only there to guide you to a machine. They do not know up from down and are zero help in most instances. I do most of my banking online, but on the occasion I need to go to the branch, it is because I need a human being to do something higher level. The last straw was when they told me a few months ago they were no longer going to offer IOLTA’s and that I needed to get the funds moved by X date. I ended up going to three other banks before I could get a new IOLTA (and then removed my other business banking too). Two of the places said they had never heard of an IOLTA. One of these was a national bank – “I’m the branch manager and have been here 10 years. I’ve never heard of such a thing.” The 3rd one I approached, could do the IOLTA, but it was a massively painful undertaking. It took literally multiple different offices within the bank hierarchy and hours of my time to get it done. As I sat there for two hours trying to get out on meeting #3, I was given the hard sell for all kinds of loan products “to go with” my business accounts. I’m just a one woman show with very simple requirements. I’m sure this aggravation is not unique to me and is duplicated over and over and over….

Jennifer L. White, Esq.
[cid:image001.jpg at 01D8B2F8.3064B710]

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 Joshua McKarcher
Sent: Wednesday, August 17, 2022 7:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Estate access to co-owned safe deposit box

This is priceless, Jennifer. The Walmart of finance!!! Thank you for that end to a stressful day . . .

Joshua D. McKarcher
McKarcher Law PLLC
537 6th Street
Clarkston, WA 99403
(509) 758-3345
(509) 758-3314 (fax)
josh at mckarcherlaw.com<mailto:josh at mckarcherlaw.com>
www.mckarcherlaw.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.mckarcherlaw.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=kDcM-fraYQNOZ1rCslLoMSSRXJQXmQVvRJbE6ymQGho&m=KM3jMTDenDHHZAQnOm2fx8tZQWCWDcbZiFxTzcFub7k&s=xY9l1-jrdNpdTfWyRGH5v2G5pOdunuXrXbeNkEWvodk&e=>
________________________________
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 <jen at appletreelaw.com<mailto:jen at appletreelaw.com>>
Sent: Wednesday, August 17, 2022 5:06:03 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Estate access to co-owned safe deposit box


Banks – the Walmart of finance…. ☹

It will probably take less of your time to prep a simple order directing them to open that box than to continue beating your head against the thick bank wall of ignorance.



Jennifer L. White, Esq.

[cid:image001.jpg at 01D8B2F8.3064B710]



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 Jeff at bellanddavispllc.com<mailto:Jeff at bellanddavispllc.com>
Sent: Wednesday, August 17, 2022 3:42 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Estate access to co-owned safe deposit box



Eric,



I feel your pain.  If possible, try talking with the branch manager.  The PR has a right to collect the decedent’s stuff, including what’s in the bank box.  The other option is trying to find an outside counsel for Chase, who you can lead you to the right in-house counsel to resolve the matter.  I am not sure how you get a court order to require the bank to give you access.  I guess you could serve the bank manager with the motion for an order requiring the bank to provide access; and ask for terms.



Jeff



W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.bellanddavispllc.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=kDcM-fraYQNOZ1rCslLoMSSRXJQXmQVvRJbE6ymQGho&m=gG1yd8G_KlZz7yNOZgnDXHGlNjnFYtCYZVKDnlA3saE&s=cPtpUDZ4nAb1N-0R3CWnVZQi7Q46Bs7n7qjV-yyBUB8&e=>

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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 Eric Nelsen
Sent: Wednesday, August 17, 2022 3:19 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Estate access to co-owned safe deposit box



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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