[WSBAPT] Claim Againt Financial Institution

[Diane Kiepe]

Honestly, it's a toss-up. The first thing we must examine is the contract
(to see if there are any specific processes for beneficiary changes in the
fine print).  My guess is there is and sending a Will would be
insufficient.  I'd spend some time explaining the issues and my thoughts to
them. I'd have too set the call for next week though.



Diane Kiepe
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com
200 N. Mullan Rd., Suite 203
Spokane Valley, WA  99206
509-280-6414
Confidentiality Notice: This page and any accompanying documents contain
information that is confidential, privileged, or exempt from disclosure
under applicable law and is intended for the exclusive use of the
addressee. This information is private and protected by law. If you are not
the intended recipient, you are hereby notified that any disclosure,
copying, distribution, or use of the contents of this information in any
manner is strictly prohibited.


On Wed, May 27, 2026 at 1:50 PM James Dolan <jbdolan at jbdolan.com> wrote:

> Decedent executed a Will, sent a copy to financial institution, and
> requested to change her beneficiaries on her account to align with the
> Will.  Financial institution representative never responded.  Decedent died
> 11 days later, with previous beneficiaries on the account.  We later
> discovered that the financial representative had been on vacation.  By
> failing to respond to decedent, approximately $250,000 in decedent’s
> account went to beneficiaries that she no longer wanted to inherit.
>
>
>
> The Personal Representative of decedent’s estate would like to discuss
> with a knowledgeable attorney to get an opinion regarding whether there is
> a viable claim against the financial institution.
>
>
>
> Anyone?
>
>
>
> 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
>
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260527/7ab91d49/attachment.html>