[WSBAPT] Co-PRs and BECU estate account

[michael westseattleattorney.com]

You need to get an IRS Estate EIN.

[cid:f93adc4f-4738-44a4-b811-dbdcb81da81f]

________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Suzanne Lieberman <suzanne at cmslawfirm.com>
Sent: Wednesday, January 26, 2022 9:34 AM
To: wsbapt at lists.wsbarppt.com <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Co-PRs and BECU estate account

Good morning,

I have a client who has tried to open an estate bank account for her dad's estate using her social for the EIN since she is co-PR with her stepsister, who is represented by a different attorney . BECU is telling her they can't open an account with joint PRs. I know we have had co-PRs open estate accounts jointly previously with one opening the account and either allowed to sign. Is this a BECU issue or are they giving her the wrong information?

Sincerely,

Suzanne Lieberman
CMS Law Firm LLC<http://cmslawfirm.com/>
811 Kirkland Ave. Suite 201 (please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
206-659-1512 (Main Office)


Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).
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