[WSBAPT] Schwab Refusing to Accept CPA

James Dolan jbdolan at jbdolan.com
Tue Sep 30 13:40:49 PDT 2025


Has anyone on the listserve dealt with Charles Schwab refusing to accept a Community Property Agreement to convey a very modest account to surviving spouse?  By any chance has anyone dealt with local (Washington) counsel for Schwab?

Thanks in advance,

Jim Dolan

=========================

Jones Butler Dolan, PS
P.O. Box 458
10027 SR 532
Stanwood, WA 98292
(tel) 360-336-2939
(fax) 360-336-2949

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