[WSBAPT] Executor / Personal Representative Distinction at WaFd

[Jayne Marsh Gilbert]

Ridiculous-practising law without a clue

On Wed, Sep 17, 2025 at 10:40 AM Brent Williams-Ruth <
brent at williams-ruthlaw.com> wrote:

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