[WSBAPT] Trust account with beneficiaries

[Diane Kiepe]

Good morning,

First, did the bank happen to have a copy of the trust (you probably
already thought to ask but just in case;0))?  If not I think a simple TEDRA
of interested parties should suffice.  I would have it recorded and bold
the effect of it being akin to a court order; otherwise, you may run into
other issues.

Let us know how it goes.


*Please note I will be traveling July 8, 2026, through July 19, 2026.
Additionally, I will be in a Mediation all day July 22, 2026.  I will be
responding to messages as soon as possible.*

Diane Kiepe
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com
200 N. Mullan Rd., Suite 203
Spokane Valley, WA  99206
509-280-6414
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On Thu, Jul 2, 2026 at 9:20 AM Brent Williams-Ruth <
brent at williams-ruthlaw.com> wrote:

> Bank account exists in the name of a Trust.
>
> Trustee/Trustor passes away.
>
> Bank account has a beneficiary designation. (two adult children).
>
> Original Trust document location is unknown, and no successor trustee was
> established when this account was set up.
>
> Can the beneficiaries claim the money?
>
> My thought is that the answer is no because the "trust" didn't die. But if
> the terms of the trust cannot be found and no successor trustee comes
> forward to manage the funds, is the answer a TEDRA with all interested and
> involved parties?
>
> Thank you for your insights.
>
> *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*
>
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>
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>
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>
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