[WSBAPT] WSBAPT Digest, Vol 144, Issue 16
Kailei Feeney
kailei at westseattlelaw.com
Tue Sep 22 17:36:21 PDT 2026
Geoff,
I appreciate your follow up on this thread, and that I am part of such a supportive community through this list.
Best,
Kailei
Kailei B. Feeney
Partner
[cid:image001.jpg at 01DD4AB8.E007D330]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
kailei at westseattlelaw.com<mailto:kailei at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
UPDATE: deVrieze | Carney PLLC will be CLOSED on FRIDAYS through January 1, 2027, returning to a five day work week January 4, 2027
Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <https://www.facebook.com/DeVriezeCarney>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Geoffrey Patterson
Sent: Tuesday, September 22, 2026 5:04 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 144, Issue 16
Hi Yuping, many thanks for taking my call today and for considering how I might help my client with his banking tasks as administrator for his son’s estate.
If it’s not too much trouble to find the name of the Bellevue accountant or his / her accountancy, I’d be grateful for that information too.
Please feel welcome to be in touch any time. I’d enjoy the chance to return your kind favor if a question comes up for you in your practice.
Geoff
P.S. I spoke with Daisy He today. Very helpful.
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>
Notice: The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, or other applicable protections. If you are not the intended recipient or have received this message in error, please promptly delete the message and notify the sender at gdp at gdpattersonlaw.com<mailto:gdp at gdpattersonlaw.com> or (206) 200-8459. Thank you for your assistance.
On Sep 21, 2026, at 15:15, Yuping Wang <yupwang at outlook.com<mailto:yupwang at outlook.com>> wrote:
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Hi Geoffrey
In most of the probate cases I handled, non-U.S. persons were the Personal Representatives, so we have navigated the entire process, from obtaining ITINs and EINs to distributing to non-U.S. beneficiaries.
East West Bank can open an estate bank account.
I can send you the contact information via a separate email.
Yuping Wang
WYP Law PLLC
Seattle WA
Tel: 206 383 2826 (cell)
Tel: 206 496 5642 (office)
Email: yuping at wyp-law.com<mailto:yuping at wyp-law.com>
Website: www.wyp-law.com<https://urldefense.proofpoint.com/v2/url?u=https-3A__url.usb.m.mimecastprotect.com_s_5lHgCB1G7ZiPNKlY0f6oAf2-3Fdomain-3Dwyp-2Dlaw.com&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=D7x0M5D7sKMFAmPaHJgnhrEWlPyKAtTH9y8EP81e8MA&e=>
________________________________
From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> on behalf of wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com> <wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com>>
Sent: Monday, September 21, 2026 12:00 PM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com> <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: WSBAPT Digest, Vol 144, Issue 16
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Today's Topics:
1. Estate banking for non-citizen, non-resident administrator
(King County probate) (Geoffrey Patterson)
2. Re: Estate banking for non-citizen, non-resident
administrator (King County probate) (Heather de Vrieze)
3. Re: Fine art appraiser (Brent Williams-Ruth)
----------------------------------------------------------------------
Message: 1
Date: Mon, 21 Sep 2026 17:25:13 +0000
From: Geoffrey Patterson <gdp at gdpattersonlaw.com<mailto:gdp at gdpattersonlaw.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Estate banking for non-citizen, non-resident
administrator (King County probate)
Message-ID: <60E10C3D-2652-4737-BDF8-44DB5E7F8CC5 at gdpattersonlaw.com<mailto:60E10C3D-2652-4737-BDF8-44DB5E7F8CC5 at gdpattersonlaw.com>>
Content-Type: text/plain; charset="utf-8"
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 Qu?bec 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:206.200.8459?gdp at gdpattersonlaw.com><mailto:gdp at gdpattersonlaw.com>
Notice: The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, or other applicable protections. If you are not the intended recipient or have received this message in error, please promptly delete the message and notify the sender at gdp at gdpattersonlaw.com<mailto:gdp at gdpattersonlaw.com> or (206) 200-8459. Thank you for your assistance.
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Message: 2
Date: Mon, 21 Sep 2026 17:40:31 +0000
From: Heather de Vrieze <heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Estate banking for non-citizen, non-resident
administrator (King County probate)
Message-ID:
<SA0PR22MB2110284A395F77E21F8D9417A7842 at SA0PR22MB2110.namprd22.prod.outlook.com<mailto:SA0PR22MB2110284A395F77E21F8D9417A7842 at SA0PR22MB2110.namprd22.prod.outlook.com>>
Content-Type: text/plain; charset="utf-8"
How did father get the EIN for the estate without a personal ITIN?
I have always cautioned that having a Non US Person as Personal Representative was if not impossible, likely more complicated than finding an alternative Personal Representative.
I often find it difficult for PRs outside of Washington to open estate bank accounts in another state. I?ve never seen this work in another country.
Sorry I don?t have solutions, only confirmations of the problems.
Happy Monday!
Heather
Heather S. de Vrieze
(she/her)
Attorney-at-Law
[cid:image001.jpg at 01DD49B5.829B58B0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com><mailto:heatherd at westseattlelaw.com>
[http://www.westseattlelaw.com<http://www.westseattlelaw.com/>]www.westseattlelaw.com<http://www.westseattlelaw.com/>
UPDATE: deVrieze | Carney PLLC will be CLOSED on FRIDAYS through January 1, 2027, returning to a five day work week January 4, 2027
Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <https://www.facebook.com/DeVriezeCarney<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_DeVriezeCarney&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=QJEBbAio3CeGNeP6xKVV7dEAYKeJjKxATrc4JNK19Ss&e=>>
CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.
From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Geoffrey Patterson
Sent: Monday, September 21, 2026 10:25 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Estate banking for non-citizen, non-resident administrator (King County probate)
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 Qu?bec 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:206.200.8459?gdp at gdpattersonlaw.com><mailto:gdp at gdpattersonlaw.com>
Notice: The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, or other applicable protections. If you are not the intended recipient or have received this message in error, please promptly delete the message and notify the sender at gdp at gdpattersonlaw.com<mailto:gdp at gdpattersonlaw.com><mailto:gdp at gdpattersonlaw.com> or (206) 200-8459. Thank you for your assistance.
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------------------------------
Message: 3
Date: Mon, 21 Sep 2026 10:45:38 -0700
From: Brent Williams-Ruth <brent at williams-ruthlaw.com<mailto:brent at williams-ruthlaw.com>>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Fine art appraiser
Message-ID:
<CAMMb1JNrSQEzfhP4=81h6Embkjx+q8YX7p0kxRP=RVDVvakSGw at mail.gmail.com<mailto:CAMMb1JNrSQEzfhP4=81h6Embkjx+q8YX7p0kxRP=RVDVvakSGw at mail.gmail.com>>
Content-Type: text/plain; charset="utf-8"
Mark -
Good question - the answer is that they have individuals in the PDX and SEA
area that can assist with specific items. It begins with just the
submission through the website and conversation and exchange of photos and
then it goes from there based on the item.
Brent
*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*
*Mailing Address: **PO BOX 3319; Federal Way, WA 98063 *
Office/Scheduling Phone: (253) 285-7751
For All Meetings & Scheduling: info at williams-ruthlaw.com<mailto:info at williams-ruthlaw.com>
e-mail <Brent at Williams-RuthLaw.com<mailto:Brent at Williams-RuthLaw.com>> / website
<http://www.williams-ruthlaw.com/<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.williams-2Druthlaw.com_&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=_1xWGqIwserJRycpuIgxSn7YEn_qhfl8JS-puJPe2v8&e=>> / facebook
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On Fri, Sep 18, 2026 at 10:10?AM Mark Anderson <marka at mbaesq.com<mailto:marka at mbaesq.com>> wrote:
> I?m curious ? how does this work long distance?
>
>
>
>
> *Mark B. Anderson *ANDERSON LAW FIRM PLLC
> 821 Dock Street, Suite 209
> <https://www.google.com/maps/search/821+Dock+Street,+Suite+209?entry=gmail&source=g<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.google.com_maps_search_821-2BDock-2BStreet-2C-2BSuite-2B209-3Fentry-3Dgmail-26source-3Dg&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=8Crn1ZWXhc71s1ymrLQoCOTREsCp26q7RCMGCHt7-EA&e=>>,
> PMB 4-12
> Tacoma, Washington 98402
> +1 253-327-1750 <(253)%20327-1750>
> +1 253-327-1751 <(253)%20327-1751> (fax)
> marka at mbaesq.com<mailto:marka at mbaesq.com>
> www.mbaesq.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.mbaesq.com&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=6M8UbEuPLzD-I5J3O9_pbCl1Q_W7iHkQYp19k_IsUOw&e=>
>
>
> *CONFIDENTIALITY NOTICE *This transmission is confidential and is
> intended solely for the use of the individual named recipient. It may be
> protected by the attorney-client privilege, work product doctrine, or other
> confidentiality protection. If you are not the intended recipient, or the
> person responsible to deliver it to the intended recipient, be advised that
> any dissemination, distribution, or copying of this communication is
> prohibited. If you have received this transmission in error, please
> immediately notify the sender via e-mail or by telephone at (253) 327-1750
> that you have received the message in error, and then delete it. Thank you.
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <
> wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> *On Behalf Of *Brent Williams-Ruth
> *Sent:* Thursday, September 17, 2026 3:50 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
> *Subject:* Re: [WSBAPT] Fine art appraiser
>
>
>
> Yes! I have a colleague that i have met through networking named Andrea
> Roth, she is Bay Area based but has a great company that can help. Here is
> the link to their website where you can request appraisal. If there is no
> response within a day or so - have them reach out again as they just had a
> technical glitch with one of my clients a week or so back and the
> information never came through but as soon as contact was made the work was
> initiated immediately.
>
>
>
> https://rothescherart.com/request-consultation/<https://urldefense.proofpoint.com/v2/url?u=https-3A__rothescherart.com_request-2Dconsultation_&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=owiGK1Kl8qUKvfwCY-919UyGn6YOaPHZ3R3azqpMFDU&e=>
>
>
> *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
> <https://www.google.com/maps/search/500+S+336th+Street,+Suite+214;+Federal+Way,+WA+98003?entry=gmail&source=g<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.google.com_maps_search_500-2BS-2B336th-2BStreet-2C-2BSuite-2B214-3B-2BFederal-2BWay-2C-2BWA-2B98003-3Fentry-3Dgmail-26source-3Dg&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=U0Opr6G99ySyZP0ZGAgx7GzZHeDp5IcYIqa4kHyluhc&e=>>*
>
> *Mailing Address:** PO BOX 3319; Federal Way, WA 98063 *
>
> Office/Scheduling Phone: (253) 285-7751
>
> For All Meetings & Scheduling: info at williams-ruthlaw.com<mailto:info at williams-ruthlaw.com>
>
> e-mail <Brent at Williams-RuthLaw.com<mailto:Brent at Williams-RuthLaw.com>> / website
> <http://www.williams-ruthlaw.com/<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.williams-2Druthlaw.com_&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=_1xWGqIwserJRycpuIgxSn7YEn_qhfl8JS-puJPe2v8&e=>> / facebook
> <http://www.facebook.com/bwrlaw<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.facebook.com_bwrlaw&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=rMSs40AIW8GiqogU9wIHa678Asu-ctSlayMiN9a601s&e=>> /
>
>
>
>
>
> On Thu, Sep 17, 2026 at 3:23?PM Corrie Bosman <cbosman at sitkalegal.com<mailto:cbosman at sitkalegal.com>>
> wrote:
>
> Any recommendations for a fine art appraiser for an estate?
>
> Clients are on the Olympic Peninsula, but are open to working with folks
> further away.
>
>
>
> Thanks in advance!
>
>
>
>
>
> Get Outlook for iOS <https://aka.ms/o0ukef<https://urldefense.proofpoint.com/v2/url?u=https-3A__aka.ms_o0ukef&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=EI5eO5eTlbIuQt24-ldqZCALANwlImOyz6RPjf_IIG8&m=i46vKiwj8YKq-KI4OuF6C_JMOi30NbFPINu7oNLQl6EirCmXNE91Q36BaBCZ4zcB&s=EQmIbiWA2A22xkLDIxDlpgcP2ypjsCxA5NgJDxK996g&e=>>
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