[WSBAPT] WSBAPT Digest, Vol 88, Issue 30

Thu Jan 27 07:45:36 PST 2022

ASK:  Transfer on death deed form
Dear listmates,

First time preparing one for a family home.  After significant due
diligence, I believe it is in the owner's and beneficiaries' best interests
to prepare one for their situation.  I would like to review a deed that
someone has used and recorded (rather than reinvent the wheel).  (The way
dirt is costing these days in King, Pierce and Sno Counties, no one under
35 will be able to own a home free and clear on their own IMHO - I'm seeing
a lot of grandkids live in the family home because they cannot afford to
move out even with good jobs and higher than average income).  Please share
with me on or offline.  Thank you.

Best regards,
Lisa

On Wed, Jan 26, 2022 at 12:01 PM <wsbapt-request at lists.wsbarppt.com> wrote:

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>    1. Re: Co-PRs and BECU estate account (Nancy Cahill)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Wed, 26 Jan 2022 19:45:56 +0000
> From: Nancy Cahill <cahill at holmancahill.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Co-PRs and BECU estate account
> Message-ID: <19824f1daa0541a8bd7e46ae9db8672e at holmancahill.com>
> Content-Type: text/plain; charset="utf-8"
>
> 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
> [cid:image005.jpg at 01D812AA.46C697B0]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<
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> Click here to connect with de Vrieze | Carney on Facebook:   [FB Logo] <
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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
> CMS Law Firm LLC<
> https://url.emailprotection.link/?bLz7MMSMG_hhOobI9daT7h2_A6E0IFL6TdcTkxwoOC0GBVMKTMr3mprVwxNKP22F1oa_y8gzu_XgRYLMZO8Sy_A~~
> >
> 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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>
> Legal stuff I have to put in... To ensure compliance with Treasury
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> Revenue Code; or (ii) promoting, marketing, or recommending to another
> party any transaction or matter addressed herein (or any attachments).
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> End of WSBAPT Digest, Vol 88, Issue 30
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