[WSBAPT] Dealing with Vanguard - suggestion and similar request

[Lori Rath]

Hello Mark and All,

We have had a good experience going through Vanguard’s “Transition Team” for probate matters:  transitionteam at ris.vanguard.com<mailto:transitionteam at ris.vanguard.com>

Incidentally, I am having a similar experience with US Bank and T. Rowe Price being nonresponsive in a probate matter.  Does anyone have a contact for either of those institutions?

Thank you,
Lori

Lori Rath
CIRRUS LAW PLLC
206.487.4443
https://calendly.com/rath-cirruslaw

[cid:image001.png at 01D84E88.F47E3420]

309 S. Cloverdale Street
Suite B-4
Seattle, WA 98108
www.cirrus.law<http://www.cirrus.law/>

   + Estate, Gift & Trust Planning and Tax
   + Probate and Trust Administration
   + Individual and Business Tax
   + Executive Benefits
   + Life Insurance Planning
   + Fiduciary Representation
   + Mediation of Trust and Estate Disputes

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Mark Vohr
Sent: Tuesday, April 12, 2022 3:54 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Dealing with Vanguard

We are having a particularly difficult time getting Vanguard to respond to us in connection with a probate matter.  Does anyone have a contact that might be able to help?


Thanks, Mark Vohr.

Ohana Fiduciary Corp.
A Washington Chartered Trust Company
Mark C. Vohr, J.D., CPG, Principal
155 NE 100th St., Suite 209 Seattle, WA  98125
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com<mailto:mcv at ohanafc.com>      www.ohanafc.com<http://www.ohanafc.com/>


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