[WSBAPT] Estate banking for non-citizen, non-resident administrator (King County probate)

[Geoffrey Patterson]

Colleagues,

Client and I are having trouble finding a Washington State bank that will allow him to open an estate bank account.

- deceased son, Canadian citizen, lived and worked for years in Seattle, had a "DHS work authorization" SSN, and has banking and retirement accounts at institutions in Washington, other states, and Canada;

- father, Canadian citizen, does not have an SSN or ITIN; does not have a physical Washington "footprint." Most Washington banks appear to require one of these "tethers" to open an account here;

- we have an EIN for the estate. Later, we expect to prepare and file personal and estate income tax returns;

- estate creditor's claims are few and for modest amounts;

- heirs live in Canada.

Anyone know of legal or practical considerations for / against opening a Canadian estate bank account and then using online banking from Québec where father lives?

Thank you for any input.

Geoff Patterson


Law Office of Geoffrey D. Patterson, PLLC
PO Box 16243｜Seattle, Washington｜98116-0243
206.200.8459｜gdp at gdpattersonlaw.com<mailto:gdp at gdpattersonlaw.com>

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