Handling Checks & Accounts After Death of a Customer

Member Fee: $265
Non-Member Fee: $465 

Speaker: Debbie Crawford, gettechnical, Inc.

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When your account holder dies, there are usually many aspects of their life still outstanding. During this program we will look at the checks and accounts. Insurance checks, treasury checks and regular checks, what are you supposed to do and what can you do to help the account holder and his or her family. What if there will be no official estate account? We will cover the death affidavits, usufruct accounts and all succession issues.
When
3/19/2020 9:00 AM - 4:00 PM
Where
LBA/The Bankers Center 5555 Bankers Avenue Baton Rouge, LA 70808 UNITED STATES

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