[WSBAPT] Banking Information

[Andrekita Silva]

Law Office of F. Andrekita Silva
______________________________________________________________________________________________________________________________

September 28, 2026

Amy,

In addition to IRS returns, a person might have a bank account at the 
same place as one of their credit cards.
Could you get a credit report?

The credit report won't tell you where their bank account is, but if you 
see which financial institution holds their credit cards, you could 
check with those financial institution?

Andrekita Silva
Law Office of F. Andrekita Silva
1325 Fourth Avenue, Suite 940
Seattle, Washington 98101-2509
206-224-8288
ak at seattle-silvalaw.com

On 2026/09/28 11:52 AM, cyfield at rockisland.com wrote:

> 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
> <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>
> 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_
> 
> 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 [1] [5 [2]]
> 
> 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
> 
> 200 N. Mullan Rd., Suite 203
> 
> Spokane Valley, WA  99206
> 
> 509-808-2087
> 
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> 
> 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 -
> 
> <mail.gif>
> 
> _Amy_
> 
> _Amy J. Goertz, J.D._
> 
> _Goertz & Lambrecht PLLC_
> 
> amyjgoertz at icloud.com
> 
> 1.888.926.2607 [1] phone
> 1.877.684.1627 [2] fax
> 
> Address for correspondence:
> 
> 2829 S. Grand Blvd., Suite 303 [3 [3]]
> Spokane, WA 99203 [3 [3]]
> 
> Additional office locations:
> 
> 510 Bell Street [4 [4]]
> Edmonds, WA 98020 [4 [4]]
> 
> Goertz & Lambrecht PLLC
> 
> www.goertzlambrecht.com [1] [5 [2]]
> 
> ***Disclaimer: Please note that RPPT listserv participation is not
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Links:
------
[1] tel:(888)%20926-2607
[2] tel:(877)%20684-1627
[3] 
https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g 
[3]
[4] 
https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g 
[4]
[5] 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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Links:
------
[1] http://www.goertzlambrecht.com
[2] http://www.goertzlambrecht.com/
[3] 
https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g
[4] 
https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g
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