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

[Mark Anderson]

Assuming this is a Washington probate, a Resident Agent might be able to open the account here.

Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock St  Ste 209  PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Inge Fordham
Sent: 01/24/2024 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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