[WSBAPT] Co-PRs and BECU estate account

Wed Jan 26 11:45:56 PST 2022

Thanks, Haley: )

Nancy L. Cahill
Holman Cahill Garrett Ives Oliver & Andersen, PLLC
5507 35th Ave NE
Seattle, WA 98105
206-547-1400 – phone
206-547-1276 – fax
www.holmancahill.com

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Candace Wilkerson
Sent: Wednesday, January 26, 2022 11:36 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account

So have I.  I think they generally want one PR to designate the other to communicate with the bank.

Candace Wilkerson

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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 Heather de Vrieze
Sent: Wednesday, January 26, 2022 1:51 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account

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
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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 Suzanne Lieberman
Sent: Wednesday, January 26, 2022 9:35 AM
To: wsbapt at lists.wsbarppt.com<mailto: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
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