[WSBAPT] Dealing with Vanguard - suggestion and similar request

Tue Apr 12 18:44:44 PDT 2022

Thank Lori. Passing on to the team.

Mark Vohr
Principal, Ohana Fiduciary Corporation
(206) 782-1189
Mcv at ohanafc.com
________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Lori Rath <rath at cirrus.law>
Sent: Tuesday, April 12, 2022 4:18:32 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Dealing with Vanguard - suggestion and similar request

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

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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

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