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

Mon Mar 21 17:06:05 PDT 2022

As I recall, this issue comes up from time to time, both with respect to
institutional non-compliance with DPOA and Personal Representative
authority.

I have had this issue come up in the past.  The first time, I was
instructed by the GREAT Professor James Brown to write the institution,
address RCW 11.125.200, then follow with RCW 11.125.200 (1) (b):

Please note that pursuant to RCW 11.125.200 (1) (b), you have five (5)
business days from the date you receive this certification to accept the
power of attorney.  Your failure to accept the power of attorney
appointment within that time will subject Bank of America to court action
to compel acceptance and reasonable attorney’s fees.

In my small world, this has worked every time.  With B of A, I hand
delivered the letter to the branch manager in question.  Within four hours,
she called my client to come in to obtain full access to the account in
question.

Best,

Laurel

PS - Another thank you to the Great Professor James Brown!

On Mon, Mar 21, 2022 at 4:46 PM Laura Latta <laura at lauralatta.com> wrote:

> 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*
>>
>> *Snohomish Escrow*
>>
>> *The Exchange Connection*
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>>
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>>
>> 360.568.5065
>>
>> 360.568.1717  fax
>>
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> --
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>
> *Laura LattaLaw Office of Laura Latta PLLC*
>
> she/her
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-- 
Laurel Brown
*Attorney and Counselor at Law*
*5071 SW Waite St.*
*Seattle, WA  98116*
*info at lbrownlaw.com <info at lbrownlaw.com>*
*425-361-6286*
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