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Absolutely love your first paragraph and could not agree more!</div>
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<div dir="ltr"><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt;">Excellent summary. So in this example -- "</span><span style="font-family: Aptos, sans-serif; font-size: 16px; color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">agreement
between the potential heirs/beneficiaries and PR/Admin. to move to a blocked trust account which earns interest while we deal with TEDRA or allocation of wrongful death money issues" -- </span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt;">does
the PR or trustee ultimately open the account at the bank, I assume? </span></div>
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<div dir="ltr"><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt;">Is it basically that person opening an account but agreeing with the institution that the institution is not to accept
their ordinary withdrawal instructions or honor checks until some other contingency is met that THEN authorizes withdrawal or direct distribution to some third party?</span></div>
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Fascinating!</div>
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Joshua D. McKarcher</div>
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McKarcher Law PLLC</div>
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537 6th Street</div>
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Clarkston, WA 99403</div>
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(509) 758-3345</div>
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(509) 758-3314 (fax)</div>
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josh@mckarcherlaw.com</div>
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<a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a></div>
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<div id="divRplyFwdMsg" dir="ltr"><span style="font-family: Calibri, sans-serif;"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Dalynne Singleton <dalynne@glgmail.com><br>
<b>Sent:</b> Wednesday, October 29, 2025 7:39 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] King County banks - blocked account order</span>
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Joshua, not a day goes by that I don’t learn something new. It is one reason I decided to handle probate, estates and TEDRA cases.</p>
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It is rare, but I have had court orders in probate for blocked accounts. One recently was for a wayward PR who was threatening to take monies out of the account in distribution to herself, fired her atty and the court stepped in at an emergency hearing before
the motion to remove and replace the PR was heard. In addition, when I have probate monies in my firm’s trust account and they are sizeable (usually from wrongful death settlement subject to RCW 4.20 or from a home sale), I sometimes get agreement between
the potential heirs/beneficiaries and PR/Admin. to move to a blocked trust account which earns interest while we deal with TEDRA or allocation of wrongful death money issues.</p>
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<span style="font-family: "Rastanty Cortez"; font-size: 26pt; color: black; background-color: white;"><b>Dalynne Singleton</b></span><span style="font-family: Cambria, serif; font-size: 26pt; color: black; background-color: white;"><b> </b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt;"><b><i>Dalynne Singleton</i></b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt;"><b>Gourley Law Group</b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt;"><b>Snohomish Escrow/The Exchange Connection</b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt;"><b>1002 10<sup>th</sup> Street / PO Box 1091</b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt;"><b>Snohomish, WA 98291</b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt;"><b>360.568.5065</b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt;"><b>360.568.8092 fax</b></span></p>
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<span style="font-family: "Book Antiqua", serif; font-size: 14pt; color: rgb(70, 120, 134);"><u><a href="mailto:dalynne@glgmail.com" target="_blank" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">dalynne@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif; font-size: 14pt;">
<u>Website: </u></span><span style="font-family: "Book Antiqua", serif; font-size: 14pt; color: rgb(70, 120, 134);"><u><a href="http://www.glglawgroup.com/" target="_blank" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">www.glglawgroup.com</a></u></span></p>
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<span style="font-family: "Book Antiqua", serif;">Attorney/client meetings will be handled virtually whenever possible. If you would like to set a consultation, please call/email one my paralegals Valerie
</span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:valerie@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">valerie@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;">,
Erica </span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:erica@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">erica@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;">,
or Theresa </span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:theresa@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">theresa@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;">.
Co-counsels at GLG are Attorney Carrie Ulrich (</span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:carrie@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">carrie@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;"> ),
Spencer Clower (</span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:spencer@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">spencer@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;">)
and Candace Wilkerson (</span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:candace@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">candace@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;">).
Litigation paralegals are Kristin Jacobs (</span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:kristin@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">kristin@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;">)
and Daina Gray (</span><span style="font-family: "Book Antiqua", serif; color: rgb(70, 120, 134);"><u><a href="mailto:daina@glgmail.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">daina@glgmail.com</a></u></span><span style="font-family: "Book Antiqua", serif;">). </span></p>
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<span style="font-family: "Book Antiqua", serif;">LICENSED IN WASHINGTON. IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The
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<span style="font-family: Calibri, sans-serif; font-size: 11pt;"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Joshua McKarcher<br>
<b>Sent:</b> Wednesday, October 29, 2025 5:38 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] King County banks - blocked account orders?</span></p>
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I will ask for myself and what must be several others who are wondering the same:</p>
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<b>In what kinds of circumstances have you needed s blocked account for a probate or trust matter? Are these always court ordered? Or do you and a PR client simply know/agree it's best and thus implement one?</b></p>
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Any answers at all will be illuminating, if you have time to reply. </p>
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<span style="color: black; background-color: white;">Until this exchange among Eric, Brent and Dalynne, I had never heard of a blocked account that someone sets up
<b>intentionally</b>. </span></p>
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<span style="color: black; background-color: white;">(Blocked or frozen accounts made me think drug money or mafia and the feds freezing or seizing an account.) </span></p>
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<span style="color: black;"> </span></p>
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<span style="color: black; background-color: white;">Google and Investopedia clued me in:</span></p>
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<span style="color: blue;"><u><a href="https://www.investopedia.com/terms/b/blocked-account.asp#:~:text=A%20blocked%20account%2C%20generally%20speaking,per%20week%20for%20personal%20expenses" style="color: blue; margin-top: 0px; margin-bottom: 0px;">https://www.investopedia.com/terms/b/blocked-account.asp#:~:text=A%20blocked%20account%2C%20generally%20speaking,per%20week%20for%20personal%20expenses</a></u></span></p>
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Learn something every day! I love it!</p>
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Best, Josh </p>
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Joshua D. McKarcher</p>
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McKarcher Law PLLC</p>
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537 6th Street</p>
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Clarkston, WA 99403</p>
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(509) 758-3345</p>
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(509) 758-3314 (fax)</p>
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<span style="color: blue;"><u><a href="mailto:josh@mckarcherlaw.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">josh@mckarcherlaw.com</a></u></span></p>
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<span style="color: blue;"><u><a href="http://www.mckarcherlaw.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">www.mckarcherlaw.com</a></u></span></p>
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<span style="font-family: Calibri, sans-serif;"><b>From:</b> </span><span style="font-family: Calibri, sans-serif; color: blue;"><u><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">wsbapt-bounces@lists.wsbarppt.com</a></u></span><span style="font-family: Calibri, sans-serif;"> <</span><span style="font-family: Calibri, sans-serif; color: blue;"><u><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">wsbapt-bounces@lists.wsbarppt.com</a></u></span><span style="font-family: Calibri, sans-serif;">>
on behalf of Eric Nelsen <</span><span style="font-family: Calibri, sans-serif; color: blue;"><u><a href="mailto:eric@sayrelawoffices.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">eric@sayrelawoffices.com</a></u></span><span style="font-family: Calibri, sans-serif;">><br>
<b>Sent:</b> Monday, October 27, 2025 10:52 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv (</span><span style="font-family: Calibri, sans-serif; color: blue;"><u><a href="mailto:wsbapt@lists.wsbarppt.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">wsbapt@lists.wsbarppt.com</a></u></span><span style="font-family: Calibri, sans-serif;">)
<</span><span style="font-family: Calibri, sans-serif; color: blue;"><u><a href="mailto:wsbapt@lists.wsbarppt.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">wsbapt@lists.wsbarppt.com</a></u></span><span style="font-family: Calibri, sans-serif;">><br>
<b>Subject:</b> [WSBAPT] King County banks - blocked account orders?</span></p>
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<span style="font-family: Calibri, sans-serif;"> </span></p>
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<span style="font-size: 11pt;">I have an estate where I think I’m going to need to set up a blocked account, and I haven’t done one in 10+ years. Does anyone have more recent experience—are there banks that refuse to deal with blocked accounts, would a credit
union work better, any thoughts or war stories or suggestions?</span></p>
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<span style="font-size: 11pt;"> </span></p>
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<span style="font-size: 11pt;">Sincerely,</span></p>
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<span style="font-size: 11pt;"> </span></p>
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<span style="font-size: 11pt;">Eric</span></p>
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<span style="font-size: 11pt;"> </span></p>
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<span style="font-size: 11pt;">Eric C. Nelsen</span></p>
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<span style="font-size: 11pt;">Sayre Law Offices, PLLC</span></p>
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<span style="font-size: 11pt;">1417 31st Ave South</span></p>
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<span style="font-size: 11pt;">Seattle WA 98144-3909</span></p>
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<span style="font-size: 11pt;">206-625-0092</span></p>
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<span style="font-size: 11pt; color: blue;"><u><a href="mailto:eric@sayrelawoffices.com" style="color: blue; margin-top: 0px; margin-bottom: 0px;">eric@sayrelawoffices.com</a></u></span></p>
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