Fwd: 165103 Jo Hellinger - FIN-WELCOME CALL - [#1056107]

From
Ariyan Green <clientservice@thekey.com>
To
emily.swackhamer@thekey.com
CC
tt@thekey.com
Date
Thu, 13 Feb 2025 15:17:37 +0000
Folder
INBOX
Good morning Emily,     My name is Ariyan Green with the Finance Onboarding team. Happy to meet you! I am reaching out because I reviewed the Consent Agreement for our client Jo Hellinger and noticed the form is signed by the client's niece, Kelly Peplinski, with the client's Trust provided as payment. We will need a copy of the Trust to confirm that Kelly is a trustee and authorized to sign. If obtaining a copy of the Trust is not feasible, could you please request a new CCA signed directly by the client? I appreciate your attention to this matter.       Kind Regards,   Ariyan Green   Finance Onboarding Analyst   Email: ltci@thekey.com   Ph: 855-205-8007   Fax: 813-693-5625      




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