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<p class="MsoNormal"><span style="color:#1F497D">Hi, I haven’t worked with Capstone Trust directly but have met with one of their representatives and was impressed with their approach.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F4E79;mso-style-textfill-fill-color:#1F4E79;mso-style-textfill-fill-alpha:100.0%">2401 Bristol Ct SW #102, Olympia, WA 98502<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F4E79;mso-style-textfill-fill-color:#1F4E79;mso-style-textfill-fill-alpha:100.0%">(360) 515-0281</span><span style="color:#1F4E79;mso-style-textfill-fill-color:#1F4E79;mso-style-textfill-fill-alpha:100.0%"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:ParkAvenue;color:#1F4E79">Claudia A. Gowan<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><b><i><span style="color:#1F497D"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Claudia A. Gowan, PLLC<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">1001 Fourth Avenue, Suite 3200<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Seattle, WA 98154<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">(206) 443-2733 (T)<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F4E79"><a href="mailto:claudia@cagowanlaw.com"><span style="color:#1F4E79">claudia@cagowanlaw.com</span></a><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F4E79"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F4E79"><a href="http://www.seattletrustsandestates.com/"><span style="color:#1F4E79">www.seattletrustsandestates.com</span></a><o:p></o:p></span></b></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Diane J. Kiepe<br>
<b>Sent:</b> Wednesday, January 15, 2020 9:15 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] trust services in olympia<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If you are looking for a service provider, I have had several successful dealings with Northwest Trustee & Management Services, LLC which is based out of Spokane and Boise but travel as needed and work in multiple states. No physical presence
to my knowledge.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">One reason I like them in particular is the ability to use an outside FA so the clients FA, if any, can remain part of the team.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have also had success with WA Trust, Trust Services and US Bank,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best of Luck,<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Harkiran Sekhon<br>
<b>Sent:</b> Tuesday, January 14, 2020 5:57 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] trust services in olympia<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hi Listmates,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Do you know of a reputable institution that provides trust services in Olympia? HC would like local access to trustee's office. <o:p></o:p></p>
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<p class="MsoNormal">Thank you,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Harkiran<o:p></o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#3D85C6">Harkiran Sekhon</span><o:p></o:p></p>
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<p class="MsoNormal">Attorney <o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt">Sekhon Law, PLLC</span></b><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#3D85C6">P: </span>(425) 207-7505 | <span style="color:#3D85C6">
F: </span><span style="color:black">(425) 332- 7035</span><span style="color:#3D85C6"> </span>| <span style="color:#3D85C6">W:
</span><span style="color:black"><a href="http://www.sekhonlawpllc.com" target="_blank">www.sekhonlawpllc.com</a> |
</span><span style="color:#3D85C6">A: </span>707 S. Grady Way STE 600 Renton, WA 98057<o:p></o:p></p>
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