<html aria-label="message body"><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body style="overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><p class="p1">Amy,</p><p class="p1">One old-school thought from someone who's spent many years doing professional guardianship work.</p><p class="p1">Years ago, when we took over cases where nobody really knew where the person banked or what assets they had, we would sometimes do the shoe-leather version of an asset search. We would prepare a simple form letter, attach copies of letters of guardianship (or other credentials in the case of a probate) and send/delivery it to the banks and credit unions in the geographic area where the person lived or worked, asking whether they held any accounts or other assets in that person’s name.</p><p class="p1">Admittedly, this worked better in the era when banking was all local and brick-and-mortar. It obviously won’t find an account at an online-only institution halfway across the country. But it was remarkably effective at times, particularly with people who had longstanding relationships in a neighborhood.</p><p class="p1">Depending on what the institution requires, the PR may need to provide certified Letters or make the inquiry directly, but the basic process is pretty simple. Create one form letter and work through the likely banks and credit unions in the area.</p><p class="p1">I haven’t had occasion to do this in probably five years or more, so perhaps banking practices have changed, but I would not overlook it. For the relatively small amount of time involved, you might be surprised what turns up.</p><br><br><div>
<meta charset="UTF-8"><div dir="auto" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><b style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-size: 14px; font-style: normal; font-variant-caps: normal; letter-spacing: normal; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; font-family: Verdana; orphans: 2; widows: 2; -webkit-text-decorations-in-effect: none;">Chris Neil</b><span style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: -webkit-auto; text-indent: 0px; text-transform: none; 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<div><br><blockquote type="cite"><div>On Sep 28, 2026, at 7:15 PM, Andrekita Silva <ak@seattle-silvalaw.com> wrote:</div><br class="Apple-interchange-newline"><div><meta http-equiv="Content-Type" content="text/html; charset=UTF-8"><div style="font-size: 11pt; font-family: Arial,Helvetica,sans-serif">
<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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