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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Please answer online (and hopefully attach a demand letter citing WA law)<o:p></o:p></span></p>
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<p class="MsoNormal"><a name="Paul_A__Neumiller"><img width="250" height="150" style="width:2.6in;height:1.5583in" id="_x0000_i1025" src="cid:image002.jpg@01D5C6E7.5D7D85B0"></a><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jamia Burns<br>
<b>Sent:</b> Thursday, January 9, 2020 10:52 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Transfer to Surviving Spouse of Investment Account<o:p></o:p></p>
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<p class="MsoNormal">Has anyone had luck transferring assets in a Schwab account to the surviving spouse using a Community Property Agreement. They are demanding a Letter Testamentary, EIN and Estate Bank Account to make the transfer. Any guidance is greatly appreciated. <o:p></o:p></p>
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<p class="MsoNormal">Respectfully,<o:p></o:p></p>
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<p class="MsoNormal">Jamia S. Burns<br>
Attorney at Law<br>
(360) 739-6379<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.5pt">Office: 1200 Dupont St., Suite 1-D<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt">Bellingham, WA 98225 (By Appointment Only)</span><o:p></o:p></p>
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<p class="MsoNormal">Mail: P.O. Box 29453<o:p></o:p></p>
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<p class="MsoNormal">Bellingham, WA 98228<o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black"><a href="mailto:jamia@jamiaburnslaw.com" target="_blank">jamia@jamiaburnslaw.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black"><a href="https://nam12.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.jamiaburnslaw.com&data=02%7C01%7C%7C728500e8d91047c3885c08d79535ae38%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637141930101512779&sdata=kULTLL1BUvxI7a%2BM4x6eaZJEUJrN5ZBWLXlhDJ9oZGg%3D&reserved=0" target="_blank">www.jamiaburnslaw.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:black;background:white">NOTICE: This e-mail may contain confidential or privileged material and is intended for use solely by the above-referenced recipient. Any review,
copying, printing, disclosure, distribution, or other use by any other person or entity is strictly prohibited. If you are not the named recipient, or believe you have received this e-mail in error, please reply to the sender and delete the copy you received.
Thank you.</span><o:p></o:p></p>
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