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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">My client tried to do this for two different Living Trust bank accounts to allow her daughter to manage the accounts for her. Both banks refused.
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">The banks wanted the current Trustee to resign in favor of a Successor Trustee (or amend the Trust to make the Successor Trustee a Co-Trustee) in order to give them access to the accounts titled
in the Trust. My client didn’t like either of these solutions.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">My client did not want to resign as Trustee of her Trust, so she set up separate personal accounts at each of the banks, co-owned with her daughter. The Trust accounts “fed” funds into the
personal accounts. I believe that they set up authorization for the Trust accounts to keep a certain balance in each of the new accounts where daughter was a signer.
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Jane.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="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">Jane G. Bitz<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Of Counsel<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">WHC Attorneys PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">12209 E. Mission Ave, Suite 5<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Spokane Valley, WA 99206-4824<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">(509) 927-9700 x126<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">FAX: (509) 777-1800<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><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>Jayne Marsh Gilbert<br>
<b>Sent:</b> Thursday, May 22, 2025 4:15 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Additional/Limited Trustees?<o:p></o:p></span></p>
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<p class="MsoNormal">I would do a simple amendment and maybe a certificate of Trust for the bank<o:p></o:p></p>
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<p class="MsoNormal">On Wed, May 21, 2025 at 8:26<span style="font-family:"Arial",sans-serif"> </span>AM Lynn Clare <<a href="mailto:lynnclare@clarelawfirm.com">lynnclare@clarelawfirm.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">All<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">A former client just asked if it was possible to amend a trust to add his adult children (who are already successor trustees and the ultimate beneficiaries of their living trust) as active trustees
for the limited purpose of handling transactions at a single bank.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">I don't see any reason why this couldn't be done with a simple trust amendment, but will you all point out any potential pit falls I might not be seeing. I have never had this come up before.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Lynn Clare<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Tahoma",sans-serif">Clare Law Firm<o:p></o:p></span></p>
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