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<p class="MsoNormal">I agree with Diane. I have had clients handle everything themselves without a probate, who then hit a brick wall with transferring Boeing stock. The saving grace was that the probate was extremely simple.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best of luck,<o:p></o:p></p>
<p class="MsoNormal">Sara<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p style="margin: 0.1pt; font-family: Arial; font-size: 10pt;"><br></p><table border="0" cellpadding="0" cellspacing="0" style="font-family: "Open Sans", sans-serif;"><tbody><tr><td colspan="2"><font color="#02a2c4"><strong>Sara D. Longley</strong></font> <a href="https://www.practus.com/vcard/Sara_Longley.vcf" title="Download VCARD for Sara D. Longley" style="color: rgb(218, 98, 30); text-decoration-line: none;"><img src="http://www.practus.com/vcard/Files/enev.gif" alt="" width="16" height="12" border="0"></a></td></tr><tr><td colspan="2" style="padding-right: 15px;"><font color="#02a2c4">Associate</font></td></tr><tr><td colspan="2" style="padding-top: 6px;"><img src="https://www.practus.com/vcard/Files/practus.png" alt="Practus Logo" align="left" width="173"></td></tr><tr><td style="padding-right: 5px; padding-top: 6px;"><img src="https://www.practus.com/vcard/Files/phone.png" alt="Phone" align="left"></td><td style="padding-top: 8px; padding-bottom: 2px;"><font color="#124E65">(360) 378-4450 (Main Office)</font></td></tr><tr><td><img src="https://www.practus.com/vcard/Files/phone.png" alt="Phone" align="left"></td><td style="padding-bottom: 2px;"><font color="#124E65">(360) 468-7230 (Direct Dial)</font></td></tr><tr><td><img src="https://www.practus.com/vcard/Files/email.png" alt="Email" valign="center" align="left"></td><td #124e65"="" style="padding-bottom: 2px;"><a href="mailto:sara.longley@practus.com" id="emaillink" class="nounderline emaillink" title="Email Sara D. Longley" style="color: rgb(18, 78, 101); text-decoration-line: none;">sara.longley@practus.com</a></td></tr><tr><td><img src="https://www.practus.com/vcard/Files/bio.png" alt="Biography" valign="center" align="left"></td><td #da621e"="" style="padding-bottom: 2px;"><a href="https://practus.com/attorney/sara-d-longley/" class="nounderline signature" title="View Biography for Sara D. Longley" style="color: rgb(218, 98, 30); text-decoration-line: none;">My Bio</a> | <font color="#DA621E"><a href="https://www.linkedin.com/in/saradlongley/" class="nounderline signature" title="View LinkedIn for Sara D. Longley" style="color: rgb(218, 98, 30); text-decoration-line: none;">Connect on LinkedIn</a></font></td></tr></tbody></table><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Diane Kiepe<br>
<b>Sent:</b> Tuesday, April 21, 2026 3:10 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Medallion Signature Guarantee w/o Probate<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">Honestly, unless you have a contact at another institution who can assist you, it will be less expensive and more efficient to just open the probate for the Letters. At least that has been my experience.
Would love to hear how it plays out once you are done if you think about it. :)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Georgia",serif;color:#38761D">Diane Kiepe</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D">Kiepe Estate and Probate, PLLC</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D">200 N. Mullan Rd., Suite 203</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D">Spokane Valley, WA 99206</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Georgia",serif;color:#38761D">509-280-6414</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:dimgray">Confidentiality Notice: This page and any accompanying documents contain information that is confidential, privileged, or exempt from disclosure under applicable
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<p class="MsoNormal">On Tue, Apr 21, 2026 at 2:52<span style="font-family:"Arial",sans-serif"> </span>PM Kjersti Stroup <<a href="mailto:kjersti@strouplegal.com">kjersti@strouplegal.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Hello,<o:p></o:p></p>
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<p class="MsoNormal">I'm hoping someone can help me out with this issue:<o:p></o:p></p>
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<p class="MsoNormal">My client's spouse died and left everything to my client through his will and a community property agreement. Due to the community property agreement, we didn't do probate. However, the deceased spouse left shares of Boeing stock and BECU
wouldn't do a Medallion Guarantee Stamp for his wife/my client. <o:p></o:p></p>
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<p class="MsoNormal">To get the Medallion Guarantee Stamp, BECU is requiring that Computershare (or Boeing) puts in writing that no one else exists that is entitled to the assets. Computershare won't do that, sayigng it doesn't give anyone except a Personal
Representative or Administrator that information (I've tried that route). <o:p></o:p></p>
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<p class="MsoNormal">I've shared the Community Property Agreement and Lack of Probate Affidavit with BECU and Computershare.<o:p></o:p></p>
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<p class="MsoNormal">Does anyone have tips or ideas for getting that Medallion stamp?<o:p></o:p></p>
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<p class="MsoNormal">Thank you so much!<o:p></o:p></p>
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<p class="MsoNormal">Sincerely,<o:p></o:p></p>
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<p class="MsoNormal"><b>Kjersti </b><o:p></o:p></p>
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<p class="MsoNormal"><b><a href="http://strouplegal.com" target="_blank"><span style="color:windowtext;font-weight:normal;text-decoration:none"><o:p></o:p></span></a></b></p>
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<p class="MsoNormal"><a href="http://strouplegal.com" target="_blank"><span style="color:windowtext;text-decoration:none"><o:p> </o:p></span></a></p>
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<p class="MsoNormal"><a href="http://strouplegal.com" target="_blank"><span style="color:windowtext;text-decoration:none">4711 44th Avenue SW, Unit D-5, Seattle, WA 98116<o:p></o:p></span></a></p>
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<p class="MsoNormal"><a href="http://strouplegal.com" target="_blank"><span style="color:windowtext;text-decoration:none"><u><span style="color:blue">kjersti@strouplegal.com</span></u> | 206-932-1893<o:p></o:p></span></a></p>
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<p class="MsoNormal"><a href="http://strouplegal.com" target="_blank"><span style="color:windowtext;text-decoration:none"><u><span style="color:blue">www.strouplegal.com</span></u><o:p></o:p></span></a></p>
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<p class="MsoNormal"><a href="http://strouplegal.com" target="_blank"><span style="color:windowtext;text-decoration:none"><o:p> </o:p></span></a></p>
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<p class="MsoNormal"><a href="http://strouplegal.com" target="_blank"><span style="color:windowtext;text-decoration:none">CONFIDENTIALITY NOTICE: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain
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