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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt'>Perhaps reviewing recently filed tax returns/1099s might at least show where some significant banking assets might be located. If you can’t get that info from decedent’s files, I think fiduciary can request that info directly from IRS. Just a thought. Good luck!<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><div><p class=MsoNormal><i><span style='font-size:11.0pt'>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon); Phone: 360-472-1223 <o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-size:11.0pt'>Mail: POB 367, Shaw Island, WA 98286<o:p></o:p></span></i></p><p class=MsoNormal><span style='font-size:8.0pt'>****************************************************************<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt'>The information contained in this email message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this email in error, please email the sender at <a href="mailto:cyfield@rockisland.com"><span style='color:#467886'>cyfield@rockisland.com</span></a> and destroy or delete the original and any copies.</span><span style='font-size:11.0pt'> <o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><div><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>Amy Goertz<br><b>Sent:</b> Monday, September 28, 2026 10:13 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Banking Information<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Thanks, Diane - I haven’t gotten any replies other than yours, but I probably should have waited and not posted at 4:00 on Friday afternoon …<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Amy<o:p></o:p></p><div><div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p><p class=MsoNormal><i><span style='font-size:9.0pt;font-family:"Lucida Calligraphy";color:black'>Amy J. Goertz, J.D.</span></i><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p></o:p></span></p><p class=MsoNormal><i><span style='font-size:9.0pt;font-family:"Lucida Calligraphy";color:black'>Goertz & Lambrecht PLLC</span></i><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p></o:p></span></p><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'>1.888.926.2607 phone<br>1.877.684.1627 fax<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'>Address for correspondence:<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'>2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'>Additional office locations:<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'>510 Bell Street<br>Edmonds, WA 98020<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'>Goertz & Lambrecht PLLC<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><br style='caret-color: rgb(0, 0, 0);font-variant-caps: normal;orphans: auto;text-align:start;widows: auto;-webkit-text-size-adjust: auto;-webkit-text-stroke-width: 0px;font-variant-ligatures: normal;font-variant-position: normal;font-variant-numeric: normal;font-variant-alternates: normal;font-variant-east-asian: normal;word-spacing:0px'><br style='caret-color: rgb(0, 0, 0);font-variant-caps: normal;orphans: auto;text-align:start;widows: auto;-webkit-text-size-adjust: auto;-webkit-text-stroke-width: 0px;font-variant-ligatures: normal;font-variant-position: normal;font-variant-numeric: normal;font-variant-alternates: normal;font-variant-east-asian: normal;word-spacing:0px'></span><o:p></o:p></p><p class=MsoNormal><br><br><o:p></o:p></p><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><p class=MsoNormal>On Sep 27, 2026, at 1:38<span style='font-family:"Arial",sans-serif'> </span>PM, Diane Kiepe <<a href="mailto:diane@kiepelaw.com">diane@kiepelaw.com</a>> wrote:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:18.0pt'>Following. Amy, if you get any answers behind the scenes, it'd be awesome if you could share those.<o:p></o:p></span></p><p class=MsoNormal><br clear=all><o:p></o:p></p><div><p class=MsoNormal><span style='font-size:18.0pt;font-family:"Georgia",serif;color:#38761D'>Diane Kiepe, J.D., LL.M. Taxation</span><o:p></o:p></p><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><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><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><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><p class=MsoNormal><span style='font-size:18.0pt;font-family:"Georgia",serif;color:#38761D'>509-808-2087</span><o:p></o:p></p><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 law and is intended for the exclusive use of the addressee. This information is private and protected by law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the contents of this information in any manner is strictly prohibited.</span><o:p></o:p></p></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>On Fri, Sep 25, 2026 at 4:11<span style='font-family:"Arial",sans-serif'> </span>PM Amy Goertz <<a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a>> wrote:<o:p></o:p></p><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in'><p class=MsoNormal><span style='font-size:10.5pt'>Hello -</span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:10.5pt'>I have two cases with a similar issue where the decedent must have done all of their banking online and we have not yet been able to determine where they bank or whether there are accounts. We’ve been checking the mail for two - three months and have received no communications from any banks.</span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:10.5pt'>I have obtained an Order on one directing Apple to provide access and am working on a second one for the other matter directing Microsoft to do the same.</span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:10.5pt'>If we are unable to locate banking information once we get access the decedents’ phones or computers, how have you located bank accounts? Do you send a form letter to the major banks? Does anyone have a list of banks to start with?</span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:10.5pt'>Thanks in advance for any input or suggestions -</span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><mail.gif><o:p></o:p></p><div><div><div><p class=MsoNormal style='margin-bottom:12.0pt'><i><span style='font-size:9.0pt;font-family:"Lucida Calligraphy"'>Amy</span></i><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><i><span style='font-size:9.0pt;font-family:"Lucida Calligraphy"'>Amy J. Goertz, J.D.</span></i><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><i><span style='font-size:9.0pt;font-family:"Lucida Calligraphy"'>Goertz & Lambrecht PLLC</span></i><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p></o:p></span></p><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><a href="mailto:amyjgoertz@icloud.com" target="_blank">amyjgoertz@icloud.com</a> <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><a href="tel:(888)%20926-2607" target="_blank">1.888.926.2607</a> phone<br><a href="tel:(877)%20684-1627" target="_blank">1.877.684.1627</a> fax<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'>Address for correspondence:<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><a href="https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g">2829 S. Grand Blvd., Suite 303</a><br><a href="https://www.google.com/maps/search/2829+S.+Grand+Blvd.,+Suite+303+Spokane,+WA+99203?entry=gmail&source=g">Spokane, WA 99203</a> <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'>Additional office locations:<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><a href="https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g">510 Bell Street</a><br><a href="https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g">Edmonds, WA 98020</a><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'>Goertz & Lambrecht PLLC<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><a href="http://www.goertzlambrecht.com/" target="_blank">www.goertzlambrecht.com</a><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif'><br style='font-variant-caps: normal;text-align:start;font-variant-ligatures: normal;font-variant-numeric: normal;font-variant-alternates: normal;font-variant-east-asian: normal;word-spacing:0px'><br style='font-variant-caps: normal;text-align:start;font-variant-ligatures: normal;font-variant-numeric: normal;font-variant-alternates: normal;font-variant-east-asian: normal;word-spacing:0px'></span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>***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.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></blockquote><p class=MsoNormal>***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.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></blockquote><p class=MsoNormal><o:p> </o:p></p></div></body></html>