[WSBAPT] Dealing with Vanguard - suggestion and similar request

[Jayne Gilbert]

The certified letter has also worked for me with various brokerage
holding companies, big banks, and insurance companies. Sets up
bad faith claim if you recite all attempts made prior to the letter.

On Tue, Apr 12, 2022 at 8:39 PM Jayne Gilbert <jgilbertatty at gmail.com>
wrote:

> I did find an attorney/law firm for a bank through LinkedIn. Worth a try.
>
> I don't know why or how the legal departments at WA Banks are such
> big secrets-very hard to figure out.
>
> I think I've posted this before, but I've had good results sending a
> certified
> letter to the Bank's registered agent. (Found on the AG's site).
>
>
> On Tue, Apr 12, 2022 at 4:21 PM Lori Rath <rath at cirrus.law> wrote:
>
>> Hello Mark and All,
>>
>>
>>
>> We have had a good experience going through Vanguard’s “Transition Team”
>> for probate matters:  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
>>
>>
>>
>>
>>
>> 309 S. Cloverdale Street
>>
>> Suite B-4
>>
>> Seattle, WA 98108
>>
>> 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      www.ohanafc.com
>>
>>
>>
>>
>>
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