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Thank Lori. Passing on to the team. </div>
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<div style="direction: ltr;">Mark Vohr </div>
<div style="direction: ltr;">Principal, Ohana Fiduciary Corporation </div>
<div style="direction: ltr;">(206) 782-1189</div>
<div style="direction: ltr;">Mcv@ohanafc.com</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Lori Rath <rath@cirrus.law><br>
<b>Sent:</b> Tuesday, April 12, 2022 4:18:32 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Dealing with Vanguard - suggestion and similar request</font>
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<p class="x_MsoNormal">Hello Mark and All,</p>
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<p class="x_MsoNormal">We have had a good experience going through Vanguard’s “Transition Team” for probate matters:
<a href="mailto:transitionteam@ris.vanguard.com">transitionteam@ris.vanguard.com</a>
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<p class="x_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?</p>
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<p class="x_MsoNormal">Thank you,</p>
<p class="x_MsoNormal">Lori</p>
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<p class="x_MsoNormal" style="background:white; vertical-align:baseline"><b><span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:#1E4687; border:none windowtext 1.0pt; padding:0in">Lori Rath</span></b><span style="font-size:10.0pt"></span></p>
<p class="x_MsoNormal" style="background:white; vertical-align:baseline"><span style="font-size:9.0pt; font-family:"Arial",sans-serif; color:#1E4687; border:none windowtext 1.0pt; padding:0in">C</span><span style="font-size:9.0pt; font-family:"Arial",sans-serif; color:#1E4687">IRRUS
LAW PLLC</span></p>
<p class="x_MsoNormal" style="background:white; vertical-align:baseline"><span style="font-size:9.0pt; font-family:"Arial",sans-serif; color:#1E4687">206.487.4443</span></p>
<p class="x_MsoNormal" style="background:white; vertical-align:baseline"><span style="font-size:9.0pt; font-family:"Arial",sans-serif; color:#1E4687">https://calendly.com/rath-cirruslaw</span><span style="font-size:9.0pt; font-family:"Arial",sans-serif; color:#44546A">
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<p class="x_MsoNormal" style="background:white; vertical-align:baseline"><span style="color:black"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.cirrus.law_&d=DwMF_Q&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=D9tEoysSE2LeouMC9Y8WQQ&m=miFEofMpMQzpQS9EttD-Tvq-Bn3STYLmLoYGNuOIU0M&s=xBLrCiN3pWjrgPfBmkl7FZBPqeukxDtmz1MMlbho-T8&e="><span style="font-size:9.0pt; font-family:"Arial",sans-serif; color:blue">www.cirrus.law</span></a></span></p>
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<p class="x_MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<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 <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Dealing with Vanguard</p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; 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?</span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif"> </span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif">Thanks, Mark Vohr.
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<p class="x_MsoNormal" align="center" style="text-align:center"><b><span style="font-size:14.0pt; font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.</span></b></p>
<p class="x_MsoNormal" align="center" style="text-align:center"><b><span style="font-size:14.0pt; font-family:"Bradley Hand ITC"">A Washington Chartered Trust Company</span></b><span style="font-size:10.0pt; font-family:"Bradley Hand ITC""></span></p>
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<p class="x_MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12.0pt; font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPG, Principal</span></b></p>
<p class="x_MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12.0pt; font-family:"Bradley Hand ITC"">155 NE 100<sup>th</sup> St., Suite 209 Seattle, WA 98125</span></b></p>
<p class="x_MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12.0pt; font-family:"Bradley Hand ITC"">T: (206) 782-1189 F: (206) 782-1434</span></b></p>
<p class="x_MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt; font-family:"Calisto MT",serif"><a href="mailto:mcv@ohanafc.com"><span style="font-family:"Calibri",sans-serif">mcv@ohanafc.com</span></a></span><span style="font-size:12.0pt">
</span><span style="font-size:12.0pt; font-family:"Calisto MT",serif"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.ohanafc.com_&d=DwMF_Q&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=D9tEoysSE2LeouMC9Y8WQQ&m=miFEofMpMQzpQS9EttD-Tvq-Bn3STYLmLoYGNuOIU0M&s=b-8EdTV8UAu1z85F_HF_ZOj6qHeXKvmExRNoj5gjiWE&e="><span style="font-family:"Calibri",sans-serif">www.ohanafc.com</span></a></span></p>
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