[WSBAPT] Question On Joint Personal Representatives

[Lewis, Amy C.]

We have had some luck using cross delegation of powers for the co-PRs.  Bank of America accepted that as a solution to allow either co-PR to sign alone.


Amy Lewis, Attorney
Pronouns she/her/hers
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909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Stuart Scarff
Sent: Tuesday, January 31, 2023 9:40 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>; wsbarp at lists.wsbarppt.com
Subject: Re: [WSBAPT] Question On Joint Personal Representatives

Dave,

Letters Testamentary can be issued to Co-Personal Representatives, but for reasons unbeknownst to me, many banks and a few credit unions are rejecting Co-Personal Representatives and stating they will only recognize one Personal Representative. Major pain. To avoid this headache, I am encouraging clients to name a single Personal Representative with alternate PRs.

Stuart Scarff, Esq.
3035 Island Crest Way, Suite 201
Mercer Island, WA  98040
206.236.1500
206.905.5912 (fax)
www.scarfflaw.com<http://www.scarfflaw.com/>
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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 Dave Culbertson
Sent: Tuesday, January 31, 2023 9:09 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>; wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>
Subject: [WSBAPT] Question On Joint Personal Representatives

Hello, Probate Listmates.

A quick question on pros and cons. A client wants to have two relatives act as joint Personal Representatives in her Will. I'm not sure that is possible to give letters testamentary to two people, but if it is my instinct is that it would be better to have one be the personal representative and the other be a successor PR. Any arguments for and against?

Thanks in advance.


Best Regards,

Dave Culbertson

The Law Office of Davisson Culbertson
PO 20403
Seattle, WA 98102

Phone: (206) 478-8134
FAX: (866) 867-7796
dculbertson at culbertsonlawoffice.com<mailto:dculbertson at culbertsonlawoffice.com>




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