<div dir="ltr"><div class="gmail_default" style="font-size:large">Amanda--my experience is that the bank will do what it wants. I once had a bank refuse to give the PR a copy of the deceased's bank statement until there was a court order compelling. The judge certainly signed the order but otherwise did not throw the book at the bank. The bank was just proceeding cautiously.</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">Mark</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Dec 17, 2014 at 5:04 PM, Bill Meyer <span dir="ltr"><<a href="mailto:bmeyer@wlmlaw.net" target="_blank">bmeyer@wlmlaw.net</a>></span> wrote:<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div lang="EN-US" vlink="purple" link="blue"><div><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">Amanda<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"> You might consider advising clients to have relatively small JTWROS bank account naming the partner, spouse, etc as the joint tenant. This will provide cash during that period between death and obtaining the death certificate and letters testamentary.<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"> Regarding this client, I presume the bank account you are referring to is a JRWOS account. If not, then the bank is incorrect and I would recommend speaking with the bank manager.<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"> Regarding paying funeral home, attorney; funeral homes will work with the PR and I suggest you as the attorney consider delaying asking for funds until assets are available. My practice is to wait and front the cost of filing fees etc.<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">Regards,<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">Bill<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">William L. Meyer Attorney at Law, PLLC<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">P.O. Box 181<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">Port Townsend, Washington 98368<u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">Tel: <a href="tel:360-379-3944" target="_blank" value="+13603793944">360-379-3944</a><u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">Email: <a href="mailto:bmeyer@wlmlaw.net" target="_blank">bmeyer@wlmlaw.net</a><u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt">This electronic message and all attachments thereto are confidential, are protected by the attorney-client privilege and other privileges, and are intended for the exclusive use of the listed reciepient(s). If you have received this message or attachments in error, please so indicate in a reply message to the sender, William L. Meyer Attorney at Law, PLLC, email address: <a href="mailto:bmeyer@wlmlaw.net" target="_blank">bmeyer@wlmlaw.net</a>, and delete the contents of this message and all attachments. Any reproduction, use, or retransmission of this message or attachments, other than as specified above, is prohibited without the express permission of William L. Meyer Attorney at Law, PLLC. <u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"> <u></u><u></u></span></p><p class="MsoNormal"><span style="color:rgb(31,73,125);font-family:"Calibri","sans-serif";font-size:11pt"><u></u> <u></u></span></p><p class="MsoNormal"><b><span style="font-family:"Tahoma","sans-serif";font-size:10pt">From:</span></b><span style="font-family:"Tahoma","sans-serif";font-size:10pt"> <a href="mailto:wsbapt-owner@lists.wsbarppt.com" target="_blank">wsbapt-owner@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-owner@lists.wsbarppt.com" target="_blank">wsbapt-owner@lists.wsbarppt.com</a>] <b>On Behalf Of </b><a href="mailto:amanda_wilson@olypenlawoffices.com" target="_blank">amanda_wilson@olypenlawoffices.com</a><br><b>Sent:</b> Wednesday, December 17, 2014 1:23 PM<br><b>To:</b> WSBA RPPT Probate & Trust Discussion Forum<br><b>Subject:</b> [WSBAPT] Accessing Bank Accounts after Death<u></u><u></u></span></p><p class="MsoNormal"><u></u> <u></u></p><p style="margin:0in 0in 0pt">Hello~<u></u><u></u></p><p style="margin:0in 0in 0pt"> <u></u><u></u></p><p style="margin:0in 0in 0pt">I have a client whose life partner (not spouse) died last week. We opened probate and received Letters Testamentary naming him PR on Monday. The Death Certificates are not ready yet and he will not receive them for a few more days (it will be about two weeks from the death when he receives them).<u></u><u></u></p><p style="margin:0in 0in 0pt"> <u></u><u></u></p><p style="margin:0in 0in 0pt">The bank says they will not access the deceased's account without a death certificate, even with the Letters Testamentary. Is this the practice you have seen?<u></u><u></u></p><p style="margin:0in 0in 0pt"> <u></u><u></u></p><p style="margin:0in 0in 0pt">I would also appreciate input on how you advise your clients to manage the accounts shortly after someone's death (ie, for paying funeral costs, attorneys and the like).<u></u><u></u></p><p style="margin:0in 0in 0pt"> <u></u><u></u></p><p style="margin:0in 0in 0pt">Thank you,<u></u><u></u></p><p style="margin:0in 0in 0pt">Amanda Wilson<u></u><u></u></p><p style="margin:0in 0in 0pt"> <u></u><u></u></p><p><span style="color:black;font-family:"Arial","sans-serif";font-size:10pt">=======================</span><u></u><u></u></p><p><span style="font-family:"Arial","sans-serif";font-size:10pt">- To contact the list administrator, send a message to: <a href="mailto:webmaster@wsbarppt.com" target="_blank">webmaster@wsbarppt.com</a></span><u></u><u></u></p><p><span style="font-family:"Arial","sans-serif";font-size:10pt">- To unsubscribe, send a new email addressed to: <a href="mailto:imail@lists.wsbarppt.com" target="_blank">imail@lists.wsbarppt.com</a>, with the following in the body of the message: unsubscribe wsbapt - OR - send a message to <a href="mailto:webmaster@wsbarppt.com" target="_blank">webmaster@wsbarppt.com</a> asking that you be removed from the wsbapt list.</span><u></u><u></u></p><p><span style="font-family:"Arial","sans-serif";font-size:10pt">Information provided on this list should not be considered legal advice. As with all lists - let the reader beware! No warranties or representations are made as to the accuracy of any information provided. All opinions and comments in this message represent the views of the author and do not necessarily have the endorsement of the Washington State Bar Association nor its officers or agents. </span><u></u><u></u></p></div></div><br>_______________________________________________<br>
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