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Dear Listmates,</div>
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I represent an out-of-state PR living California. Decedent held accounts with Chase Bank. PR went to Chase Bank in California, and the bank happily forked over all of Decedent's money in a cashier's check made out to the Estate. </div>
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Then it got weird. Chase refuses to open an estate account to receive the deposit until I send them a letter stating that Letters Testamentary from Washington are "fully enforceable" in California.</div>
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Has anyone come across this situation before? Are there jurisdictional limits to Letters Testamentary that preclude Chase from opening the estate account in California?</div>
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-Michael</div>
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<p><span style="font-size:10pt">Michael Geoghegan<br style="">
Northwest Strategy and Planning, PLLC<br style="">
t: 206.353.5592<br style="">
e: michael@nwstrategyandplanning.com</span></p>
<p><span style="font-size:10pt">w: <a href="http://nwstrategyandplanning.com"><span style="color:rgb(0,111,201)">nwstrategyandplanning.com</span></a> |
<span style="font-size:10pt"><a title="Cmd+Click or tap to follow the link" href="https://www.linkedin.com/in/michael-geoghegan-5893407"><span style="color:rgb(0,111,201)">LinkedIN</span></a></span><br>
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<p><span style="font-size:10pt">Scheduling: <a href="https://northwest-strategy-and-planning-pllc.appointlet.com" class="OWAAutoLink"><span style="color:rgb(0,111,201)">https://northwest-strategy-and-planning-pllc.appointlet.com</span></a></span></p>
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