[WSBARP] Letters of Trusteeship?

[Josh Grant]

I remember reviewing a file in inherited in about 1989 from an older attorney and he would routinely get a Letter of Trusteeship from superior court whenever there was a testamentary trust.  I have never seen any point in it, but who knows? maybe your court would issue one if you prepared it and gave them a fee.  I would be really interested if anyone can get one.

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578

From: Setareh Mahmoodi 
Sent: Monday, October 04, 2021 2:51 PM
To: WSBA Real Property Listserv 
Subject: Re: [WSBARP] Letters of Trusteeship?

How about a certificate or affidavit of trust? That usually satisfies most institutions.  

Setareh 

On Mon, Oct 4, 2021 at 2:37 PM John J. Sullivan <sullaw at comcast.net> wrote:

  Listmates:

  I have a new bank thing. I’m probating a will up here with a testamentary minor trust with a situs in CA. Trustee went to open a bank account in CA. Bank says it needs “Letters of Trusteeship” from the court. Apparently that’s an actual thing in some states like CA or NY. 

  Obviously, I won’t be able to get them up here. Does anyone have experience with CA banks? Will they accept an explanation? I was thinking a Receipt and Release (which I need to file up here anyway) would evidence the source of funds and the trustee’s acceptance of appointment. I could even work in an oath I suppose. 

  John J. Sullivan

  Sent from my iPhone


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-- 

Best regards, 



Setareh Mahmoodi 

Attorney at Law 

18222 104th Ave NE, Suite 103

Bothell, WA 98011

Phone: 425-806-1500


Fax: 425-489-4142 (Please email documents if at all possible)

Email: SM at LawOfficesofSM.com

Website: http://www.lawofficesofsm.com/




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