tasks

[robert]

call Bank of America @ 1.757.677.4701 to figure out why shopsafe isn't working
 write down real master credit card number
 call online banking customer support for BOA @ 800-933-6262
put living trust into car
bring supporting documentation to credit unions
 "will" folder
 estate planning document
go to Alliance Credit Union
 change ownership to trust on accounts
  https://www.yelp.com/biz/alliance-credit-union-where-I-live-4
  talk with Christopher Solis @ 408-979-2453 @ Alliance about changing account ownerships to trust