[WSBAPT] BECU

[Jeff at bellanddavispllc.com]

This seems to come up quite a bit, and I have one that is brewing with the same facts; separate property house, CPA, and in fact a Will leaving everything to surviving spouse.  One thing I may try, is after recording the CPA, ask a title company to insure house in surviving spouses name.  I might get the same push back, ie, wanting letters, but its worth a try.

 

Jeff

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Anna Van Pelt
Sent: Thursday, October 16, 2025 7:59 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] BECU

 

Thanks Laura. The branch manager merely referred us to the mortgage team, and I can’t seem to wind my way through the phone tree to find someone at the manager level. 

 

So… off to write a letter to legal!

 

Van Pelt Law 

(206) 635-7250

www.vanpeltlegal.com <http://www.vanpeltlegal.com/> 

Pronouns: She/Her

 

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ATTORNEY-CLIENT RELATIONSHIP:
This e-mail does not in any way intend to provide legal advice to be relied upon by any recipient and does not create any duty or obligation for legal representation on behalf of the sender Van Pelt Law & Mediation PLLC on behalf of the recipient of this e-mail without a written engagement agreement.

 

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of Laura Latta
Sent: Thursday, October 16, 2025 6:04 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: Re: [WSBAPT] BECU

 

Hi Anna,

I haven't dealt with this issue specifically, but where financial institutions are not following the law, I will try first with the branch manager. If that doesn't work, send a letter certified mail to the branch manager with a copy to the legal department. Let BECU's lawyers straighten out their own employees. This has worked well. in the past.

Warmly,

Laura

 

On Tue, Oct 14, 2025 at 9:51 AM Anna Van Pelt <anna at vanpeltlegal.com <mailto: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 <http://www.vanpeltlegal.com/> 

Pronouns: She/Her

 

CONFIDENTIALITY NOTICE: 
This communication (including any attachments) is confidential and may contain legally privileged information. If you are not the intended recipient or believe that you may have received this communication in error, please delete this communication from your computer and do not retransmit, copy, print or otherwise disseminate this communication.

ATTORNEY-CLIENT RELATIONSHIP:
This e-mail does not in any way intend to provide legal advice to be relied upon by any recipient and does not create any duty or obligation for legal representation on behalf of the sender Van Pelt Law & Mediation PLLC on behalf of the recipient of this e-mail without a written engagement agreement.

 

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