[WSBAPT] BECU issues
Brian Dano
bricyn at danolawfirm.com
Wed May 20 14:49:02 PDT 2015
Beth.when you get done with BECU, please see if you can have a similar
meeting with someone at B of A with authority, and believe me you won't have
any trouble gathering material..thanks
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Beth McDaniel
Sent: Wednesday, May 20, 2015 1:54 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] BECU issues
Mates,
I'm embarrassed by the delinquency of my request, but I have a meeting
tomorrow, May 21, 2015, with a Vice President from BECU and someone from
their compliance department to address concerns and frustrations that I have
had over the years with BECU. I would like to share your concerns too. If
you have had an issue with BECU could you please send me an e-mail
describing what happened so that I can relay that to BECU?
The meeting stems from a lunch I had with the Vice President. I shared with
her what I tell estate planning clients who have accounts and/or liabilities
with BECU. I am thankful that they are open to a meeting and am optimistic
about a positive outcome.
My e-mail is beth at bethmcdaniel.com. Thank you.
Beth A.McDaniel
Law Offices of Beth A. McDaniel, PLLC
272 Hardie Avenue SW
Renton, WA 98057
(425) 251-8880
fax:(425) 336-2505
<http://www.bethmcdaniel.com/> www.bethmcdaniel.com
<mailto:beth at bethmcdaniel.com> beth at bethmcdaniel.com
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