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<p class="MsoNormal">Hi Kristina,<o:p></o:p></p>
<p class="MsoNormal">I didn’t see any responses to your question, so I thought I would chime in. I believe the statute in control is RCW 30A.22.100(3). Under that statute, the Estate would have the burden of showing clear and convincing evidence that the POA
Agent was added for mere convenience.<o:p></o:p></p>
<p class="MsoNormal">I have not had to litigate this issue, but if I were to bring a TEDRA action against the POA, I would also raise the confidential relationship under
<i>Dean v. Jordan</i> as creating a presumption that the joint tenancy with rights of survivorship with the POA Agent is void. I would be curious if there are any cases applying the
<i>Dean v. Jordan</i> presumption and the banking statute together. <o:p></o:p></p>
<p class="MsoNormal">Hopefully that helps!<o:p></o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal">Nick <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="color:black">Nicholas Pleasants | Shareholder</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#70AD47"><img width="223" height="95" style="width:2.3229in;height:.9895in" id="Picture_x0020_1" src="cid:image001.jpg@01DCB0BA.E0B42420" alt="OseranHahnAttyatLaw 8"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:black">11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: </span><u><span style="font-size:11.0pt;color:#0563C1"><a href="mailto:npleasants@ohswlaw.com"><span style="color:#0563C1">npleasants@ohswlaw.com</span></a></span></u><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;color:#1F497D">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential and/or protected from disclosure. The information
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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>Kristina Driessen<br>
<b>Sent:</b> Sunday, March 8, 2026 11:29 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Non probate asset<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Hi All:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I have a case where a checking account held the name of the decedent and his power of attorney. The agent is refusing to give up the funds to the estate. It is clear that the agent was only added as an aid
to help with financials during his lifetime i.e. agent contributed nothing to the account. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Can any one share sample pleadings or give me a few minutes of your time to discuss. I believe I understand the process but want to make sure before bringing the action before the court.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Thank you in advance. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">Kristina A. Driessen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">A Street Legal Services, Inc. P.S.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">16 A Street, SE, Auburn, WA 98002<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-ligatures:standardcontextual">(253) 939-0811<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;mso-ligatures:standardcontextual"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt">ATTORNEY-CLIENT COMMUNICATION: This email message and any attachments may contain confidential information and be privileged by law. If you receive this email in error, please notify my office immediately
and delete it from your inbox and files. Unintended recipients are not authorized to retain, distribute, copy or disclose any information contained herein. Thank you.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
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