[WSBAPT] Non probate asset

[Kristina Driessen]

Hi All:

I have a case where a checking account held the name of the decedent and his power of attorney. The agent is refusing to give up the funds to the estate.  It is clear that the agent was only added as an aid to help with financials during his lifetime i.e. agent contributed nothing to the account.

Can any one share sample pleadings or give me a few minutes of your time to discuss.  I believe I understand the process but want to make sure before bringing the action before the court.

Thank you in advance.


Kristina A. Driessen
A Street Legal Services, Inc. P.S.
16 A Street, SE, Auburn, WA 98002
(253) 939-0811

ATTORNEY-CLIENT COMMUNICATION:  This email message and any attachments may contain confidential information and be privileged by law.  If you receive this email in error, please notify my office immediately and delete it from your inbox and files. Unintended recipients are not authorized to retain, distribute, copy or disclose any information contained herein. Thank you.


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260308/fbf10b61/attachment.html>