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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Jan –
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> Thank you for letting me know. Yes, please have your client contact us now and provide us with copied of the documents in which we are named in a fiduciary
role. We have a setup procedure for any client who names us in their documents. Our goal is to be fully prepared so that we can efficiently administer our role should we be called upon. When we are named in documents, we set these clients up as “deferred
clients” for whom we may, or may not, be providing services at some point in the future.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">We like to have deferred clients complete intake information forms relevant to the roles we may possibly fill. As you can imagine, having them
do so dramatically improves our ability to perform efficiently perform those roles, particularly when the client may no longer be able to provide useful, and sometimes critical information. While we can ultimately figure out any complex situation, having
advance information is a big plus. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> We offer in person or zoom meetings for client and do not charge a fee for these meetings or for any part of the set-up process. Your client has no obligation,
pays no fees, and can change their minds and adopt a new plan anytime they wish. We don’t start charging any fees until we are performing a fiduciary role. If they end up changing their mind about their plan, we only ask that they let us know so that we
can close the deferred file.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> Our goal is to get to know all clients for whom we may provide services in advance of actually being called upon to provide those services. Everyone wins with
this approach.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> So – yes, please ask your client to contact us. She/he can contact our intake coordinator, Laurel Grimes, at: <a href="mailto:lfg@ohanafc.com">lfg@ohanafc.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> Please let me know if you have any additional questions.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D. CPGC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corporation<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">155 NE 100<sup>th</sup> St., Suite 209<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Seattle, WA 98125<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Telephone: (206) 782-1189<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jan Kelly<br>
<b>Sent:</b> Wednesday, April 19, 2023 8:48 AM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBARP] Referral<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hi Mark,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">This email is not responsive to your post; however, I've meant to contact Ohana for a while. I have a client who named Ohana as a secondary trustee, following his sister. Should I have him contact Ohana now? 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">Jan<o:p></o:p></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Wed, Apr 19, 2023 at 8:39 AM Mark Vohr <<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Apologies in advance for multiple posts, but I have an individual for whom we previously provided fiduciary services
who is having ownership issues with the cemetery (located in King County) at which he owns several plots.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Seeking an attorney who has experience working on these kinds of things. If this is you, please email me directly
and we can discuss the parties for conflicts check</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Regards,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Mark<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" align="center" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-align:center">
<b><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.</span></b><o:p></o:p></p>
<p class="MsoNormal" align="center" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-align:center">
<b><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">A Washington Chartered Trust Company</span></b><o:p></o:p></p>
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<p class="MsoNormal" align="center" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-align:center">
<b><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPGC, Principal</span></b><o:p></o:p></p>
<p class="MsoNormal" align="center" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;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><o:p></o:p></p>
<p class="MsoNormal" align="center" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;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><o:p></o:p></p>
<p class="MsoNormal" align="center" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-align:center">
<span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="mailto:mcv@ohanafc.com" target="_blank"><span style="font-family:"Calibri",sans-serif;color:#0563C1">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=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=D9tEoysSE2LeouMC9Y8WQQ&m=pM-fgcAU5TeLYJDvk9WIwF0hlO02iCF5s9m3XYx2oZM&s=D9jyfXJZfxd1eI3W_v7OsaBCbuO90O1MVFgWWpwChkE&e=" target="_blank"><span style="font-family:"Calibri",sans-serif;color:#0563C1">www.ohanafc.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC""> </span><o:p></o:p></p>
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<o:p></o:p></p>
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<p class="MsoNormal"><span class="gmailsignatureprefix">-- </span><o:p></o:p></p>
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<p><i><span style="font-family:"Verdana",sans-serif;color:black">Jan Kelly, JD/MBA<br>
</span></i><span style="font-family:"Verdana",sans-serif;color:black">Attorney at Law
</span><o:p></o:p></p>
<p style="margin-bottom:12.0pt"><span style="font-family:"Verdana",sans-serif;color:black">J</span>K Law<br>
PO Box 1964<br>
Poulsbo, WA 98370<br>
Direct Line (702) 338-6733<o:p></o:p></p>
<p><i><span style="font-family:"Verdana",sans-serif;color:black">Licensed in Nevada and Washington</span></i><span style="font-family:"Verdana",sans-serif;color:black">.</span><o:p></o:p></p>
<p><img border="0" width="200" height="32" style="width:2.0833in;height:.3333in" id="_x0000_i1025" src="https://static.wealthcounsel.com/static/15185383862255917797.jpg"><o:p></o:p></p>
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in error, or are not the named recipient, please immediately notify the sender by email by "reply to sender only" and delete this message and any attached documents from your computer. Receipt by anyone other than the intended recipient(s) is not a waiver
of confidentiality and/or any legal privilege. Thank you.</span><o:p></o:p></p>
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