<div dir="ltr">Good luck!</div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Thu, Oct 16, 2025 at 7:59 PM Anna Van Pelt <<a href="mailto:anna@vanpeltlegal.com">anna@vanpeltlegal.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"><div class="msg3515771491963991850">
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<p class="MsoNormal"><span style="font-size:11pt;font-family:Aptos,serif">Thanks Laura. The branch manager merely referred us to the mortgage team, and I can’t seem to wind my way through the phone tree to find someone at the manager level.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Aptos,serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Aptos,serif">So… off to write a letter to legal!<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Aptos,serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Aptos,serif">Van Pelt Law <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Aptos,serif">(206) 635-7250<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Aptos,serif"><a href="http://www.vanpeltlegal.com/" target="_blank">www.vanpeltlegal.com</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Aptos,serif">Pronouns: She/Her<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Aptos,serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10pt;font-family:Aptos,serif">CONFIDENTIALITY NOTICE: </span></i></b><i><span style="font-size:10pt;font-family:Aptos,serif"><br>
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Van Pelt Law & Mediation PLLC on behalf of the recipient of this e-mail without a written engagement agreement.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Aptos,serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif"> <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>>
<b>On Behalf Of </b>Laura Latta<br>
<b>Sent:</b> Thursday, October 16, 2025 6:04 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] BECU<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Hi Anna,<u></u><u></u></p>
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<p class="MsoNormal">I haven't dealt with this issue specifically, but where financial institutions are not following the law, I will try first with the branch manager. If that doesn't work, send a letter certified mail to the branch manager with a copy to
the legal department. Let BECU's lawyers straighten out their own employees. This has worked well. in the past.<u></u><u></u></p>
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<p class="MsoNormal">Warmly,<u></u><u></u></p>
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<p class="MsoNormal">Laura<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">On Tue, Oct 14, 2025 at 9:51 AM Anna Van Pelt <<a href="mailto:anna@vanpeltlegal.com" target="_blank">anna@vanpeltlegal.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:11pt">Good morning,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">I’m having trouble with BECU accepting a successor in interest for a mortgage. The beneficiary is the surviving spouse. Deceased spouse owned the
house as separate property, but they had a community property agreement. The CPA, death certificate, and supporting affidavit have all been recorded. BECU is requiring either Letters, a new deed, or some other court order transferring the property to the surviving
spouse. Has anyone had success persuading BECU that none of that is required under WA law for the house to transfer under the CPA?
</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt">Thanks,<br>
Anna Van Pelt</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11pt"> </span><u></u><u></u></p>
<p class="MsoNormal">Van Pelt Law <u></u><u></u></p>
<p class="MsoNormal">(206) 635-7250<u></u><u></u></p>
<p class="MsoNormal"><a href="http://www.vanpeltlegal.com/" target="_blank">www.vanpeltlegal.com</a><u></u><u></u></p>
<p class="MsoNormal">Pronouns: She/Her<u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
<p class="MsoNormal"><b><i><span style="font-size:10pt">CONFIDENTIALITY NOTICE: </span></i></b><i><span style="font-size:10pt"><br>
</span></i><span style="font-size:10pt">This communication (including any attachments) is confidential and may contain legally privileged information. If you are not the intended recipient or believe that you may have received this communication in error,
please delete this communication from your computer and do not retransmit, copy, print or otherwise disseminate this communication.</span><u></u><u></u></p>
<p class="MsoNormal"><b><i><span style="font-size:10pt">ATTORNEY-CLIENT RELATIONSHIP:<br>
</span></i></b><span style="font-size:10pt">This e-mail does not in any way intend to provide legal advice to be relied upon by any recipient and does not create any duty or obligation for legal representation on behalf of the sender Van Pelt Law & Mediation
PLLC on behalf of the recipient of this e-mail without a written engagement agreement.</span><u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
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