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<p class="MsoNormal">I have had luck getting the payee to re-issue a check to the beneficiary/successor when the payee is presented with a small estate affidavit.<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:black;mso-ligatures:none">Tracie L. Wall</span></b><span style="color:black;mso-ligatures:none"> | Attorney | CPA (Inactive) |VA Accredited<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black;mso-ligatures:none">Licensed in Washington and Wisconsin<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:9.0pt;color:#050505;mso-ligatures:none">(Formerly Law Office of Tracie Wall and Associates PLLC)</span><span style="color:black;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:#2A2A2A;mso-ligatures:none">51 W. Dayton St., Suite 305 <b>|</b> Edmonds, WA 98020</span><span style="color:black;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jenna Brozik<br>
<b>Sent:</b> Monday, April 17, 2023 5:30 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Living Trust issue<o:p></o:p></span></p>
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<p class="MsoNormal">Hello list mates, <o:p></o:p></p>
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<p class="MsoNormal">Client’s mother passed away and the mother had a living trust. Client is the Trustee of the Living Trust and only beneficiary. All assets were titled in the Living Trust. However, client received a check in the mail after mother passed
away. Apparently the mother overpaid her healthcare premium and the company issued her a check for the overpayment. The check is made out to the Estate. Client called to ask company to make it out to Living Trust. Company has refused. Company has refused
to reissue the check under any name. <o:p></o:p></p>
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<p class="MsoNormal">Should client just open up a bank account under the Estate to get this check deposited? No probate is necessary in this case. Any suggestions would be appreciated.
<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Lucida Calligraphy";mso-ligatures:none">Jenna Brozik<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Calibri Light",sans-serif;mso-ligatures:none">Managing Attorney<o:p></o:p></span></i></p>
<p class="MsoNormal"><b><span style="font-family:"Calibri Light",sans-serif;color:#222222;mso-ligatures:none">PRINZ & BROZIK PLLC</span></b><span style="font-family:"Calibri Light",sans-serif;color:#222222;mso-ligatures:none"><br>
445 S. Grand Avenue<br>
Pullman, WA 99163<br>
509-338-0908 Telephone<br>
509-338-3527 Facsimile</span><span style="font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
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