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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><a name="_MailEndCompose"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>I have a pro bono client in the same situation. The Schwab account is the ONLY asset she is having trouble with.<o:p></o:p></span></a></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Please reply to the list!<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Sara Longley<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><img width=23 height=27 id="Picture_x0020_1" src="cid:image002.jpg@01D5F92F.5A154460" alt="cid:image001.jpg@01D1F8A6.19C81E60"><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>Sara D. Longley, J.D., LL.M.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>L</span><span style='font-size:9.0pt;font-family:"Century",serif;color:#1F497D'>ONGLEY</span><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'> L</span><span style='font-size:9.0pt;font-family:"Century",serif;color:#1F497D'>AW</span><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'> PLLC <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>1734 NW Market Street<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>Seattle, WA 98107<o:p></o:p></span></p><p class=MsoNormal><a href="tel:%28206%29%20434-5644" target="_blank"><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D;text-decoration:none'>(206) 434-5644</span></a><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><a href="mailto:Sara@longley-law.pro" target="_blank"><span style='font-size:11.0pt;font-family:"Century",serif;color:#0563C1'>Sara@Longley-law.pro</span></a><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><a href="http://www.longley-law.pro/" target="_blank"><span style='font-size:11.0pt;font-family:"Century",serif;color:#0563C1'>www.longley-law.pro</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>Pronouns: she, her, hers<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>ATTENTION CLIENTS: I am in the process of merging my law firm into Ivy Law Group, PLLC. Over the next few months my web site will redirect to </span><a href="http://www.ivylawgroup.com/"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0563C1'>www.ivylawgroup.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> and I will begin emailing from </span><a href="mailto:Sara@ivylawgroup.com"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0563C1'>Sara@ivylawgroup.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>. My existing email address and telephone number will continue to function and my physical office location will not change. I look forward to serving you in the coming years.</span><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>This email is intended only for the individual to whom it is addressed and may contain information that is privileged, confidential, and/or exempt from disclosure. If you have received this message in error, please inform the sender by telephone or reply email and delete this message and all attachments. Thank you.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Jamia Burns<br><b>Sent:</b> Friday, March 13, 2020 11:45 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> [WSBAPT] Schwab Refuses to Recognize Community Property Agreement<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>My client's husband died. They had a joint account at Schwab, but apparently no right of survivorship on the types of accounts and no named beneficiaries. They have a signed community property agreement. Charles Schwab will not recognize it and is requiring Probate. Any advice greatly appreciated!<o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Respectfully, <o:p></o:p></p></div><div><p class=MsoNormal><br clear=all><o:p></o:p></p><div><div><div><div><div><div><div><div><div><div><div><p class=MsoNormal>Jamia S. Burns<br>Attorney at Law<br>(360) 739-6379<o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Office: 1200 Dupont St., Suite 1-D<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Bellingham, WA 98225 (By Appointment Only)</span><o:p></o:p></p></div><div><p class=MsoNormal>Mail: P.O. Box 29453<o:p></o:p></p></div><div><p class=MsoNormal>Bellingham, <span style='color:black'>WA 98228</span><o:p></o:p></p></div><div><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></div><div><p class=MsoNormal><span style='color:black'><a href="http://www.jamiaburnslaw.com" target="_blank">www.jamiaburnslaw.com</a></span><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span style='font-size:8.0pt;font-family:"Arial",sans-serif;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></div></div></div></div></div></div></div></div></div></div></div></div></div></div></body></html>