[WSBAPT] USAA won't provide statements or acct information to Administrator

Laura Latta laura at lauralatta.com
Mon Mar 21 16:42:51 PDT 2022


I am dealing with a similar issue with another institution. Would love to
hear how others have handled this situation.

On Fri, Mar 18, 2022 at 10:52 AM Dalynne Singleton <dalynne at glgmail.com>
wrote:

> I have an estate in which USAA continues to refuse to respond to subpoena
> duces tecum and letters to get statements although USAA acknowledges the
> decedent had an account with them.
>
> What have others done to get these statements when the bank refuses to
> provide to Administrator?  It appears the decedent had online banking and
> no statements are being mailed to his former address.  Administrator
> forwarded mail to her own address and has received no statements from
> USAA.  It refuses to close account and pay monies to new Estate account.
>
>
>
> *Dalynne Singleton*
>
> *Gourley Law Group*
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