[WSBAPT] Bank refusing to close decedent's checking account

[Diane J. Kiepe]

Similar war story but client didn't want to file a claim because he had what bank asked for but it killed me.

I had a court order appointing my client as Trustee of a particular trust that held a checking account of like $1,200.00.  The bank would not release the money until Trustee showed Grantors were dead via death certificate - I indicated that dead or alive the grantors had no rights to the bank account and it needed to be released to the Trustee or I would bring a claim - alas my client did have both death certificates so it was easier for him to do a trip home and back but boy was I fired up.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com
509-455-5300

-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
Sent: Friday, March 31, 2023 1:01 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Bank refusing to close decedent's checking account

Laura, I have made in person appointments with the bank manager.  I take the papers with my client, and indicate I will be filing a motion and hearing before the court and will ask for fees/costs for having to do so.  That usually prompts them to do what is needed.  If not, I did bring a motion v. Umpqua Bank a long time ago and was contacted by legal dept when they got served.  I got extra $5k in additional fees/costs for the client because I was forced to do so.  I did get an apology as well and got all the monies out of the bank before the hearing.


Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com
Website:  www.glglawgroup.com
Attorney/client meetings will be handled by teleconference or virtually whenever possible.  If you would like to set a telephone conference, Zoom, Microsoft teams or in person meeting, please call or email my paralegal theresa at glgmail.com, angelina at glgmail.com or dainagray at glgmail.com.  Co-counsel Anna Thompson can be reached at anna at glgmail.com.

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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jayne Gilbert
Sent: Friday, March 31, 2023 12:44 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Bank refusing to close decedent's checking account

On Mon, Mar 21, 2022 at 4:11 PM Laura Latta <laura at lauralatta.com> wrote:
>
> Hello Listmates,
>
> This is a first for me. A bank is refusing to close a decedent's checking account despite numerous attempts both in person and over the phone to do so. The death certificate and letters testamentary have been provided multiple times and the bank refuses even to acknowledge that they have been received. What are the judicial or non-judicial remedies in such a case?
>
> As always your thoughts and considerable experience are much appreciated.
>
> Warmly,
> Laura
>
> --
>
> Laura Latta
> Law Office of Laura Latta PLLC
>
> she/her
>
> Phone (206) 841-2344
>
> www.LauraLatta.com
>
> 4010 NE Lake Washington Blvd. Ste. 202
>
> Kirkland, WA 98033
>
>
>
> NOTICE:  This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by replying to this email and immediately delete the message and any attachments without copying it or disclosing its contents to others.
>
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