[WSBAPT] Question On Joint Personal Representatives

[Candace Wilkerson]

If the financial institution they are using is BECU, it will reject joint representatives (at least without an additional order stating that each can sign independently).

This also happened when I had clients named as Co-Guardians/Co-Conservators.  But we made such a fuss that they reversed their stance for the one case.
Best,
Candace Wilkerson

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jenna Brozik
Sent: Tuesday, January 31, 2023 12:47 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>; wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] Question On Joint Personal Representatives

I have had joint personal representatives on several probates.  It actually ran smoother because they were siblings.  Then one didn't think the other had full control possibly.
I have had no problems having joint personal representatives.

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

From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-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: [WSBARP] 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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