[WSBAPT] Medallion Signature Guarantee w/o Probate

[Sara D. Longley]

I agree with Diane.  I have had clients handle everything themselves without a probate, who then hit a brick wall with transferring Boeing stock.  The saving grace was that the probate was extremely simple.

Best of luck,
Sara



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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane Kiepe
Sent: Tuesday, April 21, 2026 3:10 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Medallion Signature Guarantee w/o Probate

Honestly, unless you have a contact at another institution who can assist you, it will be less expensive and more efficient to just open the probate for the Letters.  At least that has been my experience.  Would love to hear how it plays out once you are done if you think about it. :)

Diane Kiepe
Kiepe Estate and Probate, PLLC
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On Tue, Apr 21, 2026 at 2:52 PM Kjersti Stroup <kjersti at strouplegal.com<mailto:kjersti at strouplegal.com>> wrote:
Hello,

I'm hoping someone can help me out with this issue:

My client's spouse died and left everything to my client through his will and a community property agreement. Due to the community property agreement, we didn't do probate. However, the deceased spouse left shares of Boeing stock and BECU wouldn't do a Medallion Guarantee Stamp for his wife/my client.

To get the Medallion Guarantee Stamp, BECU is requiring that Computershare (or Boeing) puts in writing that no one else exists that is entitled to the assets. Computershare won't do that, sayigng it doesn't give anyone except a Personal Representative or Administrator that information (I've tried that route).

I've shared the Community Property Agreement and Lack of Probate Affidavit with BECU and Computershare.

Does anyone have tips or ideas for getting that Medallion stamp?

Thank you so much!

Sincerely,

Kjersti

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