[WSBAPT] Merrill Lynch wanting death certificate of first nominated POA

[Heather de Vrieze]

I do not have a contact there, but have you tried submitting a certification of the POA as contemplated under 11.125.430?

I would start there.

Heather S. de Vrieze
Attorney-at-Law
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Friday, October 6, 2023 9:55 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Merrill Lynch wanting death certificate of first nominated POA

List Members -

I have a client who has become incapacitated due to medical reasons. Her first nominated agent in fact has passed away. The second nominated is trying to work with the people at Merrill Lynch. They are refusing to accept her as the successor POA without a death certificate of the first despite the language stating that the second may serve if the first is unable, unwilling, or unavailable to serve.

Does anyone have a contact within ML that they are willing to share to help smooth the way. My client is about to be discharged from rehab center and needs to be able to pay for care....sadly her POA doesn't have the ability to float any money until she can get access to the Principal's funds.

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

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