[WSBAPT] Executor / Personal Representative Distinction at WaFd

[Joshua McKarcher]

Oh my gosh, Brent. This is perhaps the most absurd thing I have read in weeks. I wish you and her the very best not pulling any nearby hair out of any nearby heads. As the youths say: smh.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Wednesday, September 17, 2025 10:40 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Executor / Personal Representative Distinction at WaFd

Greetings Colleagues -

Just a head's up that one of my clients has encountered a "compliance" hold at WaFd bank because she signed the signature card as Personal Representative instead of Executor.

Just wanted to share the joys of another financial institution who is splitting hairs and making clients return for multiple visits


Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

Mailing Address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

For All Meetings & Scheduling: info at williams-ruthlaw.com<mailto:info at williams-ruthlaw.com>

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
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