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<div class="pre" style="margin: 0; padding: 0; font-family: monospace">Law Office of F. Andrekita Silva<br />______________________________________________________________________________________________________________________________ <br /><br /><br /><span style="font-family: arial, helvetica, sans-serif;">September 28, 2026</span></div>
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<div class="pre" style="margin: 0; padding: 0; font-family: monospace"><span style="font-family: arial, helvetica, sans-serif;">Amy,</span></div>
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<div class="pre" style="margin: 0; padding: 0; font-family: monospace"><span style="font-family: arial, helvetica, sans-serif;">In addition to IRS returns, a person might have a bank account at the same place as one of their credit cards.</span></div>
<div class="pre" style="margin: 0; padding: 0; font-family: monospace"><span style="font-family: arial, helvetica, sans-serif;">Could you get a credit report? </span></div>
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<div class="pre" style="margin: 0; padding: 0; font-family: monospace"><span style="font-family: arial, helvetica, sans-serif;">The credit report won't tell you where their bank account is, but if you see which financial institution holds their credit cards, you could check with those financial institution?</span><br /><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Andrekita Silva</span><br /><span style="font-family: arial, helvetica, sans-serif;">Law Office of F. Andrekita Silva</span><br /><span style="font-family: arial, helvetica, sans-serif;">1325 Fourth Avenue, Suite 940</span><br /><span style="font-family: arial, helvetica, sans-serif;">Seattle, Washington 98101-2509</span><br /><span style="font-family: arial, helvetica, sans-serif;">206-224-8288</span><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="mailto:ak@seattle-silvalaw.com">ak@seattle-silvalaw.com</a></span><br /><br /><br /><span style="font-family: arial, helvetica, sans-serif;">On 2026/09/28 11:52 AM, <a href="mailto:cyfield@rockisland.com">cyfield@rockisland.com</a> wrote:</span>
<blockquote type="cite" style="padding: 0 0.4em; border-left: #1010ff 2px solid; margin: 0"><span style="font-family: arial, helvetica, sans-serif;">Perhaps reviewing recently filed tax returns/1099s might at least show</span><br /><span style="font-family: arial, helvetica, sans-serif;">where some significant banking assets might be located. If you can’t</span><br /><span style="font-family: arial, helvetica, sans-serif;">get that info from decedent’s files, I think fiduciary can request</span><br /><span style="font-family: arial, helvetica, sans-serif;">that info directly from IRS. Just a thought. Good luck!</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">_Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon);</span><br /><span style="font-family: arial, helvetica, sans-serif;">Phone: 360-472-1223 _</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">_Mail: POB 367, Shaw Island, WA 98286_</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">****************************************************************</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">The information contained in this email message, including</span><br /><span style="font-family: arial, helvetica, sans-serif;">attachments, may be privileged, confidential and protected from</span><br /><span style="font-family: arial, helvetica, sans-serif;">disclosure. If you are not the intended recipient, any dissemination,</span><br /><span style="font-family: arial, helvetica, sans-serif;">distribution or copying is strictly prohibited. If you think you have</span><br /><span style="font-family: arial, helvetica, sans-serif;">received this email in error, please email the sender at</span><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="mailto:cyfield@rockisland.com">cyfield@rockisland.com</a> and destroy or delete the original and any</span><br /><span style="font-family: arial, helvetica, sans-serif;">copies. </span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a></span><br /><span style="font-family: arial, helvetica, sans-serif;"><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Amy Goertz</span><br /><span style="font-family: arial, helvetica, sans-serif;">Sent: Monday, September 28, 2026 10:13 AM</span><br /><span style="font-family: arial, helvetica, sans-serif;">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>></span><br /><span style="font-family: arial, helvetica, sans-serif;">Subject: Re: [WSBAPT] Banking Information</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Thanks, Diane - I haven’t gotten any replies other than yours, but I</span><br /><span style="font-family: arial, helvetica, sans-serif;">probably should have waited and not posted at 4:00 on Friday afternoon</span><br /><span style="font-family: arial, helvetica, sans-serif;">…</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Amy</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">_Amy J. Goertz, J.D._</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">_Goertz & Lambrecht PLLC_</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> </span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">1.888.926.2607 phone</span><br /><span style="font-family: arial, helvetica, sans-serif;">1.877.684.1627 fax</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Address for correspondence:</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">2829 S. Grand Blvd., Suite 303</span><br /><span style="font-family: arial, helvetica, sans-serif;">Spokane, WA 99203 </span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Additional office locations:</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">510 Bell Street</span><br /><span style="font-family: arial, helvetica, sans-serif;">Edmonds, WA 98020</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Goertz & Lambrecht PLLC</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="http://www.goertzlambrecht.com" target="_blank" rel="noopener noreferrer">www.goertzlambrecht.com</a> [<a href="http://www.goertzlambrecht.com/" target="_blank" rel="noopener noreferrer">5</a>]</span><br /><br />
<blockquote type="cite" style="padding: 0 0.4em; border-left: #1010ff 2px solid; margin: 0"><span style="font-family: arial, helvetica, sans-serif;">On Sep 27, 2026, at 1:38 PM, Diane Kiepe <<a href="mailto:diane@kiepelaw.com">diane@kiepelaw.com</a>></span><br /><span style="font-family: arial, helvetica, sans-serif;">wrote:</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Following. Amy, if you get any answers behind the scenes, it'd be</span><br /><span style="font-family: arial, helvetica, sans-serif;">awesome if you could share those.</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Diane Kiepe, J.D., LL.M. Taxation</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Kiepe Estate and Probate, PLLC</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="mailto:diane@kiepelaw.com">diane@kiepelaw.com</a></span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">200 N. Mullan Rd., Suite 203</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Spokane Valley, WA 99206</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">509-808-2087</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Confidentiality Notice: This page and any accompanying documents</span><br /><span style="font-family: arial, helvetica, sans-serif;">contain information that is confidential, privileged, or exempt from</span><br /><span style="font-family: arial, helvetica, sans-serif;">disclosure under applicable law and is intended for the exclusive</span><br /><span style="font-family: arial, helvetica, sans-serif;">use of the addressee. This information is private and protected by</span><br /><span style="font-family: arial, helvetica, sans-serif;">law. If you are not the intended recipient, you are hereby notified</span><br /><span style="font-family: arial, helvetica, sans-serif;">that any disclosure, copying, distribution, or use of the contents</span><br /><span style="font-family: arial, helvetica, sans-serif;">of this information in any manner is strictly prohibited.</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">On Fri, Sep 25, 2026 at 4:11 PM Amy Goertz <<a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a>></span><br /><span style="font-family: arial, helvetica, sans-serif;">wrote:</span><br /><br />
<blockquote type="cite" style="padding: 0 0.4em; border-left: #1010ff 2px solid; margin: 0"><span style="font-family: arial, helvetica, sans-serif;">Hello -</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">I have two cases with a similar issue where the decedent must have</span><br /><span style="font-family: arial, helvetica, sans-serif;">done all of their banking online and we have not yet been able to</span><br /><span style="font-family: arial, helvetica, sans-serif;">determine where they bank or whether there are accounts. We’ve</span><br /><span style="font-family: arial, helvetica, sans-serif;">been checking the mail for two - three months and have received no</span><br /><span style="font-family: arial, helvetica, sans-serif;">communications from any banks.</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">I have obtained an Order on one directing Apple to provide access</span><br /><span style="font-family: arial, helvetica, sans-serif;">and am working on a second one for the other matter directing</span><br /><span style="font-family: arial, helvetica, sans-serif;">Microsoft to do the same.</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">If we are unable to locate banking information once we get access</span><br /><span style="font-family: arial, helvetica, sans-serif;">the decedents’ phones or computers, how have you located bank</span><br /><span style="font-family: arial, helvetica, sans-serif;">accounts? Do you send a form letter to the major banks? Does</span><br /><span style="font-family: arial, helvetica, sans-serif;">anyone have a list of banks to start with?</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Thanks in advance for any input or suggestions -</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;"><mail.gif></span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">_Amy_</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">_Amy J. Goertz, J.D._</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">_Goertz & Lambrecht PLLC_</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> </span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">1.888.926.2607 [1] phone</span><br /><span style="font-family: arial, helvetica, sans-serif;">1.877.684.1627 [2] fax</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Address for correspondence:</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">2829 S. Grand Blvd., Suite 303 [<a href="https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g" target="_blank" rel="noopener noreferrer">3</a>]</span><br /><span style="font-family: arial, helvetica, sans-serif;">Spokane, WA 99203 [<a href="https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g" target="_blank" rel="noopener noreferrer">3</a>] </span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Additional office locations:</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">510 Bell Street [<a href="https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g" target="_blank" rel="noopener noreferrer">4</a>]</span><br /><span style="font-family: arial, helvetica, sans-serif;">Edmonds, WA 98020 [<a href="https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g" target="_blank" rel="noopener noreferrer">4</a>]</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Goertz & Lambrecht PLLC</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="http://www.goertzlambrecht.com" target="_blank" rel="noopener noreferrer">www.goertzlambrecht.com</a> [<a href="http://www.goertzlambrecht.com/" target="_blank" rel="noopener noreferrer">5</a>]</span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">***Disclaimer: Please note that RPPT listserv participation is not</span><br /><span style="font-family: arial, helvetica, sans-serif;">restricted to practicing attorneys and may include non-practicing</span><br /><span style="font-family: arial, helvetica, sans-serif;">attorneys, law students, professionals working in related fields,</span><br /><span style="font-family: arial, helvetica, sans-serif;">and others.***</span><br /><span style="font-family: arial, helvetica, sans-serif;">_______________________________________________</span><br /><span style="font-family: arial, helvetica, sans-serif;">WSBAPT mailing list</span><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a></span><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank" rel="noopener noreferrer">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span></blockquote>
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<br /><span style="font-family: arial, helvetica, sans-serif;"> </span><br /><br /><span style="font-family: arial, helvetica, sans-serif;">Links:</span><br /><span style="font-family: arial, helvetica, sans-serif;">------</span><br /><span style="font-family: arial, helvetica, sans-serif;">[1] tel:(888)%20926-2607</span><br /><span style="font-family: arial, helvetica, sans-serif;">[2] tel:(877)%20684-1627</span><br /><span style="font-family: arial, helvetica, sans-serif;">[3] <a href="https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g" target="_blank" rel="noopener noreferrer">https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g</a></span><br /><span style="font-family: arial, helvetica, sans-serif;">[4] <a href="https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g" target="_blank" rel="noopener noreferrer">https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g</a></span><br /><span style="font-family: arial, helvetica, sans-serif;">[5] <a href="http://www.goertzlambrecht.com/" target="_blank" rel="noopener noreferrer">http://www.goertzlambrecht.com/</a></span><br /><span style="font-family: arial, helvetica, sans-serif;">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span><br /><span style="font-family: arial, helvetica, sans-serif;">_______________________________________________</span><br /><span style="font-family: arial, helvetica, sans-serif;">WSBAPT mailing list</span><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a></span><br /><span style="font-family: arial, helvetica, sans-serif;"><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank" rel="noopener noreferrer">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span></blockquote>
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