[WSBAPT] Chase Requiring Letter re: Out of State Bank Account

[Philip N. Jones]

Not this exact situation, but I have for years encountered banks and mortgage companies asking me to state on my letterhead that a trust has been legally created, etc.  I know it's true, but I don't like becoming an insurance company for the financial institutions, so I usually decline.
Phil Jones

Philip N. Jones |Duffy Kekel LLP
900 S.W. Fifth Ave., Suite 2500, Portland OR 97204
(503) 226-1371 (main) ) | (503) 226-3574 (fax)
(503) 853-1482 (cell)
pjones at duffykekel.com<mailto:pjones at duffykekel.com>

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Inge Fordham
Sent: Wednesday, January 24, 2024 3:36 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Chase Requiring Letter re: Out of State Bank Account

Colleagues,

A client (PR for her father's estate) lives in Phoenix and went into a local Chase branch with her Letters, DC, and EIN to open an estate bank account.  Chase said they needed to forward her documents to their legal department for review and asked her to obtain a letter from my office stating that she has permission to open an out-of-state bank account.  The agent claimed this was common practice and said I should be familiar with the letter.  I am not.  Has anyone else run into this with Chase?

Thanks,


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Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
Office: (253) 348-2657 | Mobile: (206) 778-3131
www.fordhamlegal.com<http://www.fordhamlegal.com/>

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