[WSBAPT] Banking Information

[Diane Kiepe]

Following.  Amy, if you get any answers behind the scenes, it'd be awesome
if you could share those.

Diane Kiepe, J.D., LL.M. Taxation
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com
200 N. Mullan Rd., Suite 203
Spokane Valley, WA  99206
509-808-2087
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 Fri, Sep 25, 2026 at 4:11 PM Amy Goertz <amyjgoertz at icloud.com> wrote:

> 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 -
>
> [image: mail.gif]
>
>
> *Amy*
> *Amy J. Goertz, J.D.*
> *Goertz & Lambrecht PLLC*
> amyjgoertz at icloud.com
>
> 1.888.926.2607 <(888)%20926-2607> phone
> 1.877.684.1627 <(877)%20684-1627> fax
>
> Address for correspondence:
> 2829 S. Grand Blvd., Suite 303
> <https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g>
> Spokane, WA 99203
> <https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g>
>
>
> Additional office locations:
> 510 Bell Street
> <https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g>
> Edmonds, WA 98020
> <https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g>
>
> Goertz & Lambrecht PLLC
> www.goertzlambrecht.com
>
>
>
>
>
>
>
> ***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/20260927/a7c5a0a9/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/20260927/a7c5a0a9/mail.gif>