[WSBAPT] BECU

[Laura Latta]

Good luck!

On Thu, Oct 16, 2025 at 7:59 PM Anna Van Pelt <anna at vanpeltlegal.com> wrote:

> 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
>
> Pronouns: She/Her
>
>
>
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> *ATTORNEY-CLIENT RELATIONSHIP: *This e-mail does not in any way intend to
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> 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
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>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> 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>
> *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>
> 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
>
>
>
> *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.
>
>
>
> ***Disclaimer: Please note that RPPT listserv participation is not
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