[WSBAPT] Banking Information

Mon Sep 28 12:34:25 PDT 2026

Cyrus beat me to this answer. Looking at tax returns (or getting a tax transcript from the IRS) is a great way to start gathering this information.

Heather

Heather S. de Vrieze
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of cyfield at rockisland.com
Sent: Monday, September 28, 2026 11:53 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Banking Information

Perhaps reviewing recently filed tax returns/1099s might at least show where some significant banking assets might be located. If you can’t get that info from decedent’s files, I think fiduciary can request that info directly from IRS. Just a thought. Good luck!

Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon); Phone: 360-472-1223
Mail: POB 367, Shaw Island, WA 98286
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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 Amy Goertz
Sent: Monday, September 28, 2026 10:13 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Banking Information

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
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On Sep 27, 2026, at 1:38 PM, Diane Kiepe <diane at kiepelaw.com<mailto: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
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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/>

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