LA Deposit Accts. Study Part 3: Successions and Affidavits

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

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Speaker: Debbie Crawford, gettechnical, Inc. 

This webinar is part of a four-part study. We will work directly from the LA Deposit Account Manual. You will receive a new copy of the Louisiana Deposit Accounts manual and a study outline. We will test ourselves at the end of each section to check our knowledge. We will make our way through the entire manual during our summer study. If you are only interested in a part of the study, you can sign up for each individual part.

Louisiana is a unique state in its issues and affidavits at death. Learn what the affidavits will do in transferring money at death to the heirs and spouse. Learn what is involved in a small succession. How do we open an estate account? We will talk about other types of accounts at death and handling of checks and other items at death. This special study will guide you through the process of working with customers after a beloved family member dies. 
When
7/21/2020 10:00 AM - 11:30 AM

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