[WSBAPT] Banking Information

[Amy Goertz]

Hello -

I have two cases with a similar issue where the decedent must have done all of their banking online and we have not yet been able to determine where they bank or whether there are accounts. We’ve been checking the mail for two - three months and have received no communications from any banks.

I have obtained an Order on one directing Apple to provide access and am working on a second one for the other matter directing Microsoft to do the same.

If we are unable to locate banking information once we get access the decedents’ phones or computers, how have you located bank accounts? Do you send a form letter to the major banks? Does anyone have a list of banks to start with?

Thanks in advance for any input or suggestions -


Amy

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 

1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203 

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com <http://www.goertzlambrecht.com/>







-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260925/8aba9e54/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: mail.gif
Type: image/gif
Size: 15153 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260925/8aba9e54/mail.gif>