<div dir="ltr">Before opening a probate, specifically if this is the only asset that has not transferred, I would request a copy of the Account Agreement and see if there are other mechanisms within Schwab's agreement that will allow you to capture the asset, or confirm that their own agreement does not recognize a community property agreement.  If nothing in the agreement, then I think you are into a probate.</div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><br>Paul H. Grant - JD, LL.M<br><br>Planning with Purpose, Inc<br>Lynnwood, WA 98036<br>425-939-9948<br><a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br><br>Estate Planning. Business Planning. Wealth Succession.<br><div style="display:inline"></div><div style="display:inline"></div><div style="display:inline"></div></div></div>
<br><div class="gmail_quote">On Thu, Aug 2, 2018 at 12:21 PM, Heather deVrieze <span dir="ltr"><<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">





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<p class="MsoNormal">HC – Surviving spouse dealing with Schwab. <u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Community Property agreement has been recorded with county, certified copy provided to Schwab.<u></u><u></u></p>
<p class="MsoNormal">Schwab indicates that they will not honor this document without a Court Order.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Anyone run into this before? Best course of action simply to file an “estate” and go get a Court Order confirming heirship in surviving spouse? Open a probate and get surviving spouse appointed as Personal Representative pursuant to the
 CPA? Argue with Schwab or their legal department more?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Thoughts appreciated.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Heather<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1f497d">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1f497d"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1f497d">Attorney-at-Law<u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1f497d"><img width="189" height="105" style="width:1.9701in;height:1.097in" id="m_-374198076392756036_x0000_i1026" src="cid:image001.jpg@01D42A5B.5C593E10" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1f497d"><u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">3909 California Avenue SW<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">Seattle, WA 98116-3705                    <wbr>     
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">(206)938-5500
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/" target="_blank"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:Nyala;color:#c00000">For your advanced planning, please note – Heather will have an extended time out of the office at the end of the summer. Leaving August 28^th and returning September
 17^th. Please plan accordingly.<u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002e8a">Click here to connect with de Vrieze | Carney on Facebook:
</span></b><b><span style="color:#1f497d">  </span></b><a href="https://www.facebook.com/DeVriezeCarney" target="_blank"><b><span style="color:blue;text-decoration:none"><img border="0" width="72" height="21" style="width:.7462in;height:.2238in" id="m_-374198076392756036Picture_x0020_1" src="cid:image002.png@01D42A5B.5C593E10" alt="FB Logo"></span></b></a><span style="font-family:Nyala;color:#44524e"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#a6a6a6"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#a6a6a6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately
 and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
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