Upon speaking with BOA service rep, I was told they would need to see the whole estate planning booklet, death certificate, certificate of trust, picture ID, and even after all that and handing them a signed letter of instruction with regards to removing deceased name and adding spouses tax ID number, they refused to give a signature card which is needed to transfer ownership, stating that they do not issue those at their bank. BOA rep stated, I would need to have the estate unit in Florida contact us by mail for further instructions & or getting a signature card. Their hostile policy, of withholding a living trust money, even when all legal documents have been provided, is borderline illegal and is something the SEC and state attorney’s office should be made aware of.

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