[WSBAPT] SMA and safe deposit box

[Melody Tucker Law]

Yes, the Small Estate Affidavit should work. It may depend on the bank. When I handled a matter that included Bank of America, they required the Small Estate Affidavit form that they produced rather than the normal form. To be honest, the two were almost exactly the same;  just one was on the B of A letterhead.


The one thing I would definitely recommend is include that safe deposit box in the list of assets that are covered by the Small Estate Affidavit.


Once I produced the Small Estate Affidavit and the Death Certificate to the manager, and they jump through whatever hoops they have to jump through, i was able to access the safe deposit box of the decedent.


Good Luck


Melody




Melody Claire Tucker
Attorney at Law
WSBA #42096
Melody Tucker Law
P.O. Box 2029
Lynnwood, WA 98036
206-228-4980      Fax: 425-743-5921
website:  MelodyTuckerLaw.com




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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Robert R. Cole <cole-gilday at stanwoodlaw.net>
Sent: Tuesday, June 13, 2023 4:44 PM
To: wsbapt at lists.wsbarppt.com <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] SMA and safe deposit box


Does a small estate affidavit work to get stuff out of a safe deposit box with only decedent's name on it?  Statute looks like it would work but never tried it.

--





Very Truly Yours,

Robert R. Cole

Law Office of Cole & Gilday, P.C.



10101 - 270th St. NW

Stanwood, WA 98292

(360) 629-2900 (Telephone)

(360) 629-0220 (Fax)



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