[WSBAPT] Banking Information

[Amy Goertz]

Thanks, Diane - I haven’t gotten any replies other than yours, but I probably should have waited and not posted at 4:00 on Friday afternoon …

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/>







> On Sep 27, 2026, at 1:38 PM, Diane Kiepe <diane at kiepelaw.com> wrote:
> 
> 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 <mailto: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 <mailto: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 -
>> 
>> <mail.gif>
>> Amy
>> 
>> Amy J. Goertz, J.D.
>> Goertz & Lambrecht PLLC
>> amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 
>> 
>> 1.888.926.2607 <tel:(888)%20926-2607> phone
>> 1.877.684.1627 <tel:(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 <http://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.***
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