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<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">And probably Schwab would ignore that too</span></b><b><span style="font-family:"Segoe UI Emoji",sans-serif">☹</span></b><b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></b></p>
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<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif">Roger Hawkes, WSBA 5173<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif">Hawkes Law Firm, P.S.<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">19944 Ballinger Way NE, Suite #100<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Shoreline, WA 98155<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">And 423 Main in Sultan, WA 98294<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="http://www.hawkeslawfirm.com/"><span style="color:blue">www.hawkeslawfirm.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">206 367 5000 Office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">206 367 4005 Fax<o:p></o:p></span></p>
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<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 <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Melinda<br>
<b>Sent:</b> Friday, March 13, 2020 12:37 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Schwab Refuses to Recognize Community Property Agreement<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt">If only it were less than $100,000 you could do small estate affidavit, but these accounts are probably too large...<span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal">Melinda<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Misspelled from my iPhone, which spells as it pleases and is not grammar correctly.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Law Office of Melinda K Grout<o:p></o:p></p>
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<p class="MsoNormal">PO Box 1360<o:p></o:p></p>
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<p class="MsoNormal">Monroe, WA 98272<o:p></o:p></p>
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<p class="MsoNormal">(360) 794-4322. Tel<o:p></o:p></p>
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<p class="MsoNormal">(425) 744-6745. Fax<o:p></o:p></p>
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<p class="MsoNormal">Notice: This message is intended only for the addressee, and may contain confidential and/or privileged information. If you are not the intended recipient, it is too late to stop reading, but please do not use it for any improper purpose.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">On Mar 13, 2020, at 12:07 PM, Sara D. Longley <<a href="mailto:sara@longley-law.pro">sara@longley-law.pro</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><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.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Please reply to the list!</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Sara Longley</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><image002.jpg><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century",serif;color:#1F497D">Sara D. Longley, J.D., LL.M.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century",serif;color:#1F497D"> </span><o:p></o:p></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 </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century",serif;color:#1F497D">1734 NW Market Street</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century",serif;color:#1F497D">Seattle, WA 98107</span><o:p></o:p></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><o:p></o:p></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><o:p></o:p></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><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century",serif;color:#1F497D">Pronouns: she, her, hers</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></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><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></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.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></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">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<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 <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Schwab Refuses to Recognize Community Property Agreement</span><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<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>
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<p class="MsoNormal"> <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</span><o:p></o:p></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, <span style="color:black">WA 98228</span><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="http://www.jamiaburnslaw.com" target="_blank">www.jamiaburnslaw.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"> <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,
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