[WSBARP] Letters of Trusteeship?
Josh Grant
jgrant at accima.com
Mon Oct 4 15:08:04 PDT 2021
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
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