<div dir="ltr"><div class="gmail_default" style="font-size:large">The certified letter has also worked for me with various brokerage </div><div class="gmail_default" style="font-size:large">holding companies, big banks, and insurance companies. Sets up</div><div class="gmail_default" style="font-size:large">bad faith claim if you recite all attempts made prior to the letter.</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Apr 12, 2022 at 8:39 PM Jayne Gilbert <<a href="mailto:jgilbertatty@gmail.com">jgilbertatty@gmail.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div class="gmail_default" style="font-size:large">I did find an attorney/law firm for a bank through LinkedIn. Worth a try.</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">I don't know why or how the legal departments at WA Banks are such</div><div class="gmail_default" style="font-size:large">big secrets-very hard to figure out. </div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">I think I've posted this before, but I've had good results sending a certified </div><div class="gmail_default" style="font-size:large">letter to the Bank's registered agent. (Found on the AG's site).</div><div class="gmail_default" style="font-size:large"><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Apr 12, 2022 at 4:21 PM Lori Rath <rath@cirrus.law> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div lang="EN-US">
<div>
<p class="MsoNormal">Hello Mark and All,<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">We have had a good experience going through Vanguard’s “Transition Team” for probate matters:
<a href="mailto:transitionteam@ris.vanguard.com" target="_blank">transitionteam@ris.vanguard.com</a>
<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">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?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Thank you,<u></u><u></u></p>
<p class="MsoNormal">Lori<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><b><span style="font-size:10pt;font-family:Arial,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in">Lori Rath</span></b><span style="font-size:10pt"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in">C</span><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(30,70,135)">IRRUS
LAW PLLC</span><u></u><u></u></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(30,70,135)">206.487.4443<u></u><u></u></span></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(30,70,135)"><a href="https://calendly.com/rath-cirruslaw" target="_blank">https://calendly.com/rath-cirruslaw</a></span><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(68,84,106)">
<u></u><u></u></span></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(68,84,106)"><u></u> <u></u></span></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:black;border:1pt none windowtext;padding:0in"><img border="0" width="133" height="81" style="width: 1.3869in; height: 0.8392in;" id="gmail-m_8007826667831069773gmail-m_-7993162566237900427_x0038_B5E644C-752B-4A63-9267-024CF8134ECD" src="cid:18020fa493b4cff311"></span><u></u><u></u></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><u></u> <u></u></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in">309 S. Cloverdale Street</span><span style="color:rgb(30,70,135)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in">Suite B-4</span><span style="color:rgb(30,70,135)"><u></u><u></u></span></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in">Seattle, WA 98108</span><u></u><u></u></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><span style="color:black"><a href="http://www.cirrus.law/" target="_blank"><span style="font-size:9pt;font-family:Arial,sans-serif;color:blue">www.cirrus.law</span></a></span><u></u><u></u></p>
<p class="MsoNormal" style="background:white;vertical-align:baseline"><u></u> <u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in"> + Estate, Gift & Trust Planning and Tax</span><u></u><u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in"> + Probate and Trust Administration </span><u></u><u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in"> + Individual and Business Tax</span><u></u><u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in"> + Executive Benefits </span><u></u><u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in"> + Life Insurance Planning</span><u></u><u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in"> + Fiduciary Representation</span><u></u><u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(30,70,135);border:1pt none windowtext;padding:0in"> + Mediation of Trust and Estate Disputes</span><u></u><u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><u></u> <u></u></p>
<p class="MsoNormal" style="vertical-align:baseline"><span style="font-size:8pt;font-family:Helvetica,sans-serif;color:rgb(35,35,35);border:1pt none windowtext;padding:0in">NOTICE: This email may contain material that is confidential, privileged and/or attorney
work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies. IRS
CIRCULAR 230 DISCLOSURE - you should be aware that this communication is not intended or written by the sender to be used, and it cannot be used, by any recipient for the purpose of avoiding penalties that may be imposed on the recipient under United States
federal tax laws.</span><u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Mark Vohr<br>
<b>Sent:</b> Tuesday, April 12, 2022 3:54 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Dealing with Vanguard<u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif">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?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif">Thanks, Mark Vohr.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
<table border="0" cellspacing="0" cellpadding="0" style="margin-left:8.6pt;border-collapse:collapse">
<tbody>
<tr>
<td width="174" valign="top" style="width:130.5pt;border:1pt solid windowtext;padding:0in 5.4pt">
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:14pt;font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.<u></u><u></u></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:14pt;font-family:"Bradley Hand ITC"">A Washington Chartered Trust Company</span></b><span style="font-size:10pt;font-family:"Bradley Hand ITC""><u></u><u></u></span></p>
</td>
<td width="720" valign="top" style="width:7.5in;border-top:1pt solid windowtext;border-right:1pt solid windowtext;border-bottom:1pt solid windowtext;border-left:none;padding:0in 5.4pt">
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12pt;font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPG, Principal<u></u><u></u></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12pt;font-family:"Bradley Hand ITC"">155 NE 100<sup>th</sup> St., Suite 209 Seattle, WA 98125<u></u><u></u></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12pt;font-family:"Bradley Hand ITC"">T: (206) 782-1189 F: (206) 782-1434<u></u><u></u></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12pt;font-family:"Calisto MT",serif"><a href="mailto:mcv@ohanafc.com" target="_blank"><span style="font-family:Calibri,sans-serif">mcv@ohanafc.com</span></a></span><span style="font-size:12pt">
</span><span style="font-size:12pt;font-family:"Calisto MT",serif"><a href="http://www.ohanafc.com/" target="_blank"><span style="font-family:Calibri,sans-serif">www.ohanafc.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Bradley Hand ITC""><u></u> <u></u></span></p>
</td>
</tr>
<tr>
<td width="894" colspan="2" valign="top" style="width:670.5pt;border-right:1pt solid windowtext;border-bottom:1pt solid windowtext;border-left:1pt solid windowtext;border-top:none;padding:0in 5.4pt">
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10pt"><u></u> <u></u></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8pt">CONFIDENTIAL AND/OR PRIVILEGED COMMUNICATION<u></u><u></u></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8pt"><u></u> <u></u></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8pt">This communication may contain information that is confidential. It was intended only for the named or a specific recipient. If you have received this communication
in error. Please delete it immediately and contact the sender to advise them of improper delivery.<u></u><u></u></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8pt"><u></u> <u></u></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8pt">This communication is not intended to provide legal advice to the recipient. The sender does not represent you as legal counsel and neither this communication or any
conversations you may have with the sender creates an attorney client relationship with the sender. If you seek legal advice please retain an attorney, but it will be someone else.<u></u><u></u></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10pt;font-family:"Bradley Hand ITC""><u></u> <u></u></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
</div>
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></blockquote></div>
</blockquote></div>