[WSBAPT] Fwd: Charles Schwab Retirement Account

[Amy Goertz]

Any thoughts on this one?

> Begin forwarded message:
> 
> From: Amy Goertz <amyjgoertz at icloud.com>
> Subject: [WSBAPT] Charles Schwab Retirement Account
> Date: June 5, 2025 at 11:29:06 AM PDT
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> 
> Good Morning -
> 
> I have an interesting scenario.
> 
> Client is the surviving spouse of Bob.
> 
> They were married 10 years and had a Community Property Agreement.
> 
> Bob died April 14.
> 
> Client just found out that Bob had not changed the beneficiary on his retirement account, and Charles Schwab paid it out (about $60k) to his estranged adult kids as the named beneficiaries from long ago and never updated.
> 
> Client is entitled to the funds under the Community Property Agreement.
> 
> I had a case just like this a couple years ago, and wrote a letter to the Financial company and was able to obtain the funds, but the major difference there was that the funds had been placed into a new account but not yet paid out.
> 
> Any thoughts or suggestions other than to revise my letter from the previous scenario and send it to Charles Schwab?
> 
> Amy
> 
>  Amy J. Goertz, J.D.
> Goertz & Lambrecht PLLC
> amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 
> 
> 1.888.926.2607 phone
> 1.877.684.1627 fax
> 
> Address for correspondence:
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> 
> Additional office locations:
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> 
> Goertz & Lambrecht PLLC
> www.goertzlambrecht.com <http://www.goertzlambrecht.com/>
> 
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> 
> 
> 
> 
> 
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