Approval Request

Hi Lasz!

I recently had the opportunity to discuss this matter with our new GM in
Columbus, so I apologize for the slightly unconventional timing of this
request.

We have a VIP client in our Columbus, OH market, Jane Cohodes. We
previously provided care for her mother until her passing, and Jane’s
court-appointed guardian, an attorney, is also a referral source for
TheKey. Jane has a $40 million inheritance held in a trust, and her
attorney must submit invoices to the court for approval prior to payment.

I have confirmed with Elizabeth that the attorney successfully logged into
Verapay and paid the outstanding invoices for Jane's mother, which assures
me that once court approval is granted, he will follow the same process for
Jane's current balance.  This makes it impossible for him to sign up for
auto-pay.

Given these circumstances, I am requesting approval for this client to not
have auto-pay.

Best,

Audra Williams
Director, Divisional Operations
(425) 757-7027
TheKey.com <https://www.thekey.com/>

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