<div dir="ltr"><div class="gmail_default" style="font-size:large;color:#351c75">ASK: Transfer on death deed form<br></div><div class="gmail_default" style="font-size:large;color:#351c75">Dear listmates,</div><div class="gmail_default" style="font-size:large;color:#351c75"><br></div><div class="gmail_default" style="font-size:large;color:#351c75">First time preparing one for a family home. After significant due diligence, I believe it is in the owner's and beneficiaries' best interests to prepare one for their situation. I would like to review a deed that someone has used and recorded (rather than reinvent the wheel). (The way dirt is costing these days in King, Pierce and Sno Counties, no one under 35 will be able to own a home free and clear on their own IMHO - I'm seeing a lot of grandkids live in the family home because they cannot afford to move out even with good jobs and higher than average income). Please share with me on or offline. Thank you. <br></div><div class="gmail_default" style="font-size:large;color:#351c75"><br></div><div class="gmail_default" style="font-size:large;color:#351c75">Best regards,</div><div class="gmail_default" style="font-size:large;color:#351c75">Lisa<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Jan 26, 2022 at 12:01 PM <<a href="mailto:wsbapt-request@lists.wsbarppt.com">wsbapt-request@lists.wsbarppt.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">Send WSBAPT mailing list submissions to<br>
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1. Re: Co-PRs and BECU estate account (Nancy Cahill)<br>
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Message: 1<br>
Date: Wed, 26 Jan 2022 19:45:56 +0000<br>
From: Nancy Cahill <<a href="mailto:cahill@holmancahill.com" target="_blank">cahill@holmancahill.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account<br>
Message-ID: <<a href="mailto:19824f1daa0541a8bd7e46ae9db8672e@holmancahill.com" target="_blank">19824f1daa0541a8bd7e46ae9db8672e@holmancahill.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Thanks, Haley: )<br>
<br>
Nancy L. Cahill<br>
Holman Cahill Garrett Ives Oliver & Andersen, PLLC<br>
5507 35th Ave NE<br>
Seattle, WA 98105<br>
206-547-1400 ? phone<br>
206-547-1276 ? fax<br>
<a href="http://www.holmancahill.com" rel="noreferrer" target="_blank">www.holmancahill.com</a><br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Candace Wilkerson<br>
Sent: Wednesday, January 26, 2022 11:36 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account<br>
<br>
So have I. I think they generally want one PR to designate the other to communicate with the bank.<br>
<br>
Candace Wilkerson<br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>> On Behalf Of Heather de Vrieze<br>
Sent: Wednesday, January 26, 2022 1:51 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account<br>
<br>
BECU is not alone, I have found it quite challenging to find banks willing to open accounts for Co-PRs.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
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3909 California Avenue SW<br>
Seattle, WA 98116-3705<br>
(206)938-5500<br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>> On Behalf Of Suzanne Lieberman<br>
Sent: Wednesday, January 26, 2022 9:35 AM<br>
To: <a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Co-PRs and BECU estate account<br>
<br>
Good morning,<br>
<br>
I have a client who has tried to open an estate bank account for her dad's estate using her social for the EIN since she is co-PR with her stepsister, who is represented by a different attorney . BECU is telling her they can't open an account with joint PRs. I know we have had co-PRs open estate accounts jointly previously with one opening the account and either allowed to sign. Is this a BECU issue or are they giving her the wrong information?<br>
<br>
Sincerely,<br>
<br>
Suzanne Lieberman<br>
CMS Law Firm LLC<<a href="https://url.emailprotection.link/?bLz7MMSMG_hhOobI9daT7h2_A6E0IFL6TdcTkxwoOC0GBVMKTMr3mprVwxNKP22F1oa_y8gzu_XgRYLMZO8Sy_A~~" rel="noreferrer" target="_blank">https://url.emailprotection.link/?bLz7MMSMG_hhOobI9daT7h2_A6E0IFL6TdcTkxwoOC0GBVMKTMr3mprVwxNKP22F1oa_y8gzu_XgRYLMZO8Sy_A~~</a>><br>
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