[WSBAPT] PR Authority In Other State

Thu Apr 13 14:31:07 PDT 2023

I recently had an executor in California and Chase bank made them come to
Washington to open an estate bank account, even though it is a national
bank! I have never had that issue before. Now I am encouraging all out of
state executors to plan to be in town long enough to get the Letters and
open an estate bank account before they leave.

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
jamia at jamiaburnslaw.com
www.jamiaburnslaw.com

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On Thu, Apr 13, 2023 at 11:15 AM Philip N. Jones <pjones at duffykekel.com>
wrote:

> Does anyone know why banks are taking that position?
>
> Phil Jones
>
>
>
> Philip N. Jones
>
> Duffy Kekel LLP
>
> 900 S.W. Fifth Ave. Suite 2500
>
> Portland, OR 97204
>
> pjones at duffykekel.com
>
> (503) 226-1371 – office
>
> (503) 853-1482 – cell
>
> (503) 226-3574 - fax
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Megan S. Farr
> *Sent:* Thursday, April 13, 2023 9:59 AM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] PR Authority In Other State
>
>
>
> Same. In such cases we advise the client to open an estate account with a
> bank that operates in WA and also the state they reside, but to actually go
> to a branch in WA to do so.
>
>
>
> *Megan S. Farr*
>
> Member | *Farr Law Group, **PLLC*
>
> 1110 Stevenson Avenue, Ste. 100 | P.O. Box 890 | Enumclaw, WA 98022-0890
>
> 360.825.6581 (o) | 360.825.0780 (f)
>
>
>
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Heather de Vrieze
> *Sent:* Thursday, April 13, 2023 8:48 AM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] PR Authority In Other State
>
>
>
> Jacob,
>
>
>
> I have found that my Oregon PRs have to open estate accounts in
> Washington, either when they are in town dealing with the estate anyway, or
> a special trip into Vancouver.
>
>
>
> Heather
>
>
>
> Heather S. de Vrieze
> *Attorney-at-Law*
>
> 3909 California Avenue SW
>
> Seattle, WA 98116-3705
>
> (206)938-5500
>
> heatherd at westseattlelaw.com
>
> www.westseattlelaw.com
>
> *Click here to connect with de Vrieze | Carney on Facebook:   **[image:
> FB Logo]* <https://www.facebook.com/DeVriezeCarney>
>
>
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Jacob Menashe
> *Sent:* Wednesday, April 12, 2023 5:21 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] PR Authority In Other State
>
>
>
> A branch of a large national bank in Oregon is saying before they’ll open
> an estate account they want a letter from the PR’s lawyer (me) saying the
> Washington court authority is enforceable in Oregon. Has anybody dealt with
> this? I’ve heard rumblings of this before, and we solved it a different
> way, but I figured folks out there have faced this issue and may have words
> of wisdom for me. (I likely won’t see replies when sent because I’m out of
> the country and 10 hours ahead, but that doesn’t mean responses won’t be
> appreciated!)
>
>
>
> Thanks!
>
>
>
> Jacob
>
>
>
> Jacob H. Menashe
>
> Hickman Menashe, PS
>
> 4211 Alderwood Mall Blvd., Suite 204
>
> Lynnwood, WA 98036
>
> (425) 744-5658 phone
>
> (425) 744-6078 fax
>
> Satellite Office in Bellevue
>
> www.hickmanmenashe.com
>
>
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