[WSBAPT] Co-PRs and BECU estate account

[Heather de Vrieze]

BECU is not alone, I have found it quite challenging to find banks willing to open accounts for Co-PRs.

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D812A2.91906170]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Suzanne Lieberman
Sent: Wednesday, January 26, 2022 9:35 AM
To: 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)


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