[WSBAPT] BECU

Tue Oct 14 10:37:26 PDT 2025

Tony is a good guy.  You might reach out to him:

*Contact Information*

*Public/Mailing Address:*

Boeing Employees' Credit Union
12770 Gateway Dr S
Tukwila, WA 98168-3309
United States

*Email:*

anthony.harris at becu.org

*Phone:*

(206)439-5050

*Fax:*

*Website:*

www.becu.org

*Mark C. McClure* *| *
*Managing Attorney *Law Office of Mark McClure, PS

*"Why Retire With Debt?"*1103 West Meeker Street, #101
Kent, WA 98032

Office:  253.631.6484 (Leave Msg - Will be returned within 24 hours)
Email: Mark at McClureLawGroup.com
Web: www.McClureLawGroup.com <http://www.mcclurelawgroup.com/>

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*November 27, 2025 – November 30, 2025*

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*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *Jordan Kostelyk
*Sent:* Tuesday, October 14, 2025 10:03 AM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>; Anna Van
Pelt <anna at vanpeltlegal.com>
*Subject:* Re: [WSBAPT] BECU

I haven't dealt with this exact scenario but I have had similar scenarios
with financial institutions being challenging in a probate context and
other contexts.

You may need go to management if you haven't done so already and explain
the laws. It seems that customer service representatives or even bankers
will give you different answers and aren't even sure of bank policies let
alone state laws.

Branch managers or managers of specific departments tend to be more aware
of what is actually required under law or if they aren't, they will take
the feedback to their team and get an answer for you. I have had a branch
manager who was a bit more challenging to convince, but if you have the
laws ready, and show it to them, my experience has been they will listen.

On 10/14/2025 9:50 AM PDT Anna Van Pelt <anna at vanpeltlegal.com> wrote:

Good morning,

I’m having trouble with BECU accepting a successor in interest for a
mortgage. The beneficiary is the surviving spouse. Deceased spouse owned
the house as separate property, but they had a community property
agreement. The CPA, death certificate, and supporting affidavit have all
been recorded. BECU is requiring either Letters, a new deed, or some other
court order transferring the property to the surviving spouse. Has anyone
had success persuading BECU that none of that is required under WA law for
the house to transfer under the CPA?

Thanks,
Anna Van Pelt

Van Pelt Law

(206) 635-7250

www.vanpeltlegal.com

Pronouns: She/Her

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