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<div>This is a common problem with California financial institutions. If it were a bank with a branch in Washington or Oregon, you can usually deal with the local branch and the issue does not even come up. But that possible solution does not appear to be
available in your situation.</div>
<div id="AppleMailSignature">Phil Jones</div>
<div id="AppleMailSignature">Portland, OR<br>
<br>
Philip N. Jones
<div>Duffy Kekel LLP</div>
<div>Portland, OR</div>
<div><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a></div>
<div>(503) 226-1371</div>
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<div><br>
On May 7, 2019, at 12:05 AM, Brent Williams-Ruth <<a href="mailto:brent@bwrconsults.com">brent@bwrconsults.com</a>> wrote:<br>
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<div class="gmail_default" style=""><font face="arial, helvetica, sans-serif" style="">One of my clients passed with an account at a credit union that serves the residents of Southern California. They are refusing to accept Letters Testamentary from Washington
and demanding that before they will release any funds that we have <span style="color:rgb(31,73,125)"> Letters Testamentary </span><span style="color:rgb(31,73,125)">“</span><i style="color:rgb(31,73,125)"><u>Domesticated to California Court</u></i><span style="color:rgb(31,73,125)">”..
or “</span><i style="color:rgb(31,73,125)"><u>Validated by a California Court</u></i><span style="color:rgb(31,73,125)">.” </span></font></div>
<div class="gmail_default" style=""><span style="color:rgb(31,73,125)"><font face="arial, helvetica, sans-serif"><br>
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<div class="gmail_default" style=""><span style="color:rgb(31,73,125)"><font face="arial, helvetica, sans-serif">I have worked with other regional banks and credit unions and never come across this issue before, and thus have never sought to have anything opened
in what I would presume is an ancillary probate in California. </font></span></div>
<div class="gmail_default" style=""><span style="color:rgb(31,73,125)"><font face="arial, helvetica, sans-serif"><br>
Does anyone have experience with this type of demand or situation that can share some thoughts on how to do this in the most cost effective manner?</font></span></div>
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<div class="gmail_default" style=""><span style="color:rgb(31,73,125)"><font face="arial, helvetica, sans-serif">Thank you!</font></span></div>
<div class="gmail_default" style=""><span style="color:rgb(31,73,125)"><font face="arial, helvetica, sans-serif"><br>
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<div class="gmail_default" style=""><span style="color:rgb(31,73,125)"><font face="arial, helvetica, sans-serif" style="">Brent</font></span></div>
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<span style="color:rgb(31,73,125)"><u></u> </span></p>
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<p><b><span lang="EN-US" style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span lang="EN-US" style="font-family:"Times New Roman",serif"> <br>
<i>Founding Member</i><span style="color:rgb(68,68,68)"></span></span></p>
<p><b><span lang="EN-US" style="font-family:"Times New Roman",serif">BWR Consulting, PLLC</span></b><span lang="EN-US" style="font-family:"Times New Roman",serif;color:rgb(68,68,68)"></span></p>
<p><span lang="EN-US" style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span><span style="color:rgb(0,64,128)"> </span></span>(425) 830-5134<span style="color:rgb(68,68,68)"></span></span></p>
<p><span lang="EN-US" style="font-family:"Times New Roman",serif">Direct Mobile: (206) 889-7919</span></p>
<p style="line-height:20.8267px;margin:0px 0px 1.35em;font-size:11pt;font-family:Calibri,sans-serif;color:rgb(68,68,68)">
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<p><span lang="EN-US" style="font-family:"Times New Roman",serif"><a href="mailto:brent@bwrconsults.com" target="_blank">e-mail</a></span><span lang="EN-US" style="font-family:"Times New Roman",serif"> /
<a href="http://www.bwrconsults.com" target="_blank">website</a> /</span><span style="font-family:"Times New Roman",serif;font-size:12.8px"> </span><a href="http://www.facebook.com/bwrconsults" style="font-family:"Times New Roman",serif;font-size:12.8px" target="_blank">facebook</a><span style="font-family:"Times New Roman",serif;font-size:12.8px"> / </span></p>
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