[WSBAPT] Living Trust issue

[Tracie Wall]

I have had luck getting the payee to re-issue a check to the beneficiary/successor when the payee is presented with a small estate affidavit.

Tracie L. Wall | Attorney | CPA (Inactive) |VA Accredited
Licensed in Washington and Wisconsin

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(Formerly Law Office of Tracie Wall and Associates PLLC)
51 W. Dayton St., Suite 305  |  Edmonds, WA 98020
Tel 425.670.1560  |  Fax 425.361.1512  | http://www.wallgrouplaw.com<http://www.wallgrouplaw.com/>

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jenna Brozik
Sent: Monday, April 17, 2023 5:30 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Living Trust issue

Hello list mates,

Client's mother passed away and the mother had a living trust.  Client is the Trustee of the Living Trust and only beneficiary.  All assets were titled in the Living Trust. However, client received a check in the mail after mother passed away.  Apparently the mother overpaid her healthcare premium and the company issued her a check for the overpayment.  The check is made out to the Estate.  Client called to ask company to make it out to Living Trust.  Company has refused. Company has refused to reissue the check under any name.

Should client just open up a bank account under the Estate to get this check deposited?  No probate is necessary in this case.  Any suggestions would be appreciated.

Jenna Brozik
Managing Attorney
PRINZ & BROZIK PLLC
445 S. Grand Avenue
Pullman, WA 99163
509-338-0908 Telephone
509-338-3527 Facsimile

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