<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Cambria;
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Aptos;}
@font-face
{font-family:Times;
panose-1:2 2 6 3 5 4 5 2 3 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Aptos",sans-serif;
mso-ligatures:standardcontextual;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#467886;
text-decoration:underline;}
span.EmailStyle19
{mso-style-type:personal-reply;
font-family:"Times New Roman",serif;
color:#1F497D;
font-weight:normal;
font-style:normal;
text-decoration:none none;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;
mso-ligatures:none;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#467886" vlink="#96607D" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D">I have not had encountered this issue. In fact I was PR for my mother’s probate in Maryland and opened a Chase Estate bank account at a Seattle branch of Chase and they opened
it while I was there – they didn’t require it to be sent to legal. Seem like banks and other financial institutions are all over the map with their rules.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Best regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Kokie Adams<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">(pronouns she/her/hers)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#4472C4;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#2F5496;mso-ligatures:none"><img width="205" height="31" style="width:2.1388in;height:.3263in" id="Picture_x0020_2" src="cid:image002.jpg@01DA4EDB.4009A830" alt="Adams-Logo-Print-300dpi-900wide"></span><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">7127 - 196th Street S.W.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Suite 201<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Lynnwood, WA 98036<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">425.774.0444 (phone)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><a href="mailto:kokie@adamslawgroupnw.com"><span style="color:#0563C1">kokie@adamslawgroupnw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:5.0pt;margin-right:0in;margin-bottom:5.0pt;margin-left:0in">
<b><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#2F5496;mso-ligatures:none">CONFIDENTIALITY NOTICE:</span></i></b><i><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#2F5496;mso-ligatures:none"> This communication
is private and confidential. It is intended to constitute an electronic communication within the meaning of the Electronic Communications Privacy Act, 18 USC 2510. Its disclosure is strictly limited to and intended for the sole use of the recipient intended
by the sender of this message. This message may contain information which is privileged or otherwise exempt from disclosure under applicable law. You are hereby notified that any dissemination, distribution or duplication of this communication by someone other
than the intended addressee or its designated agent is strictly prohibited. <b>If you have received this communication in error, please notify this firm immediately by collect call at (425) 774-0444, or by reply to this communication and immediately delete
the message.</b></span></i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;mso-ligatures:none">From:</span></b><span style="font-family:"Calibri",sans-serif;mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Inge Fordham<br>
<b>Sent:</b> Wednesday, January 24, 2024 3:36 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Chase Requiring Letter re: Out of State Bank Account<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Colleagues,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">A client (PR for her father’s estate) lives in Phoenix and went into a local Chase branch with her Letters, DC, and EIN to open an estate bank account. Chase said they needed to forward her documents to their legal department for review
and asked her to obtain a letter from my office stating that she has permission to open an out-of-state bank account. The agent claimed this was common practice and said I should be familiar with the letter. I am not. Has anyone else run into this with
Chase?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse">
<tbody>
<tr>
<td width="60" valign="top" style="width:45.0pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:Times;color:black;mso-ligatures:none"><img border="0" width="96" height="95" style="width:1.0in;height:.993in" id="Picture_x0020_1" src="cid:image003.png@01DA4EDB.4009A830" alt="uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ"></span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
<td width="570" valign="top" style="width:427.25pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal" style="margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864;mso-ligatures:none">Inge A. Fordham | Attorney</span></b><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none">Fordham Law, PLLC</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none">3218 Sixth Avenue | Tacoma, WA 98406</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none">Office: (253) 348-2657 | Mobile: (206) 778-3131</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none"><a href="http://www.fordhamlegal.com"><span style="color:#0563C1">www.fordhamlegal.com</span></a></span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><span style="font-size:5.0pt;font-family:"Calibri",sans-serif;color:black;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:8.0pt;font-family:"Cambria",serif;color:#7D888E;mso-ligatures:none">Confidential Communication:</span></b><span style="font-size:8.0pt;font-family:"Cambria",serif;color:#7D888E;mso-ligatures:none"> This email is
sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be
legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error,
please notify the sender immediately by email or other communication and delete all copies of the message.</span><o:p></o:p></p>
</div>
</div>
</body>
</html>