Handling Checks & Accts After Death of a Customer (Virtual)

This program has been changed to a virtual program via Zoom. 

Member Fee for Virtual Live Seminar OR Virtual Seminar Recording: $265
Non-Member Fee for Virtual Live Seminar OR Virtual Seminar Recording: $465 

Speaker: Debbie Crawford, gettechnical, Inc.

Click here for brochure
Please note: 
If you participate in the live virtual seminar, we will email a certificate to you following the program. Certificates will only be emailed to registered attendees. If you opt for the recording, we will not be able to provide a certificate because we will not be able to track attendance.  

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.

3/18/2021 9:00 AM - 4:00 PM

Know your login? Sign in here to register.

Not sure if you have a login? Use the search below.

Please enter your search criteria to view results

If you recognize any details above, use the links below to retrieve your username or reset your password.


If you need your username...    If you know your username...
Retrieve Your Username    Reset Your Password


If none of the above apply click here to create an account.


No content found