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tasks
- Subject: tasks
- From: robert
- Date: Mon, 24 Dec 2018 00:10:17 -0800
off from work
renew IEEE membership
look in mail portfolio
ensure payment to ACM went through
renew Silicon Valley Bicycle Coaltion (SVBC) membership
download 12/20/18 marketplace
make sure December 2018 ACM AD&D $186 insurance bill check cleared
move Morgan Stanley account into trust
email the Trustee Certification to Neil securely
make sure it has
the Title and Date
the page which names the Trustees and any successor Trustee's
the page which has the trust powers
include the signature pages which are notarized
~/notes/certificateoftrustestateplanning.pdf
ensure Ameritrade accounts beneficiary is Noelle
go to xerox shop to create 2019 budgetbook
check existing budgetbook pages