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This is part 3 of a 4 part study. Registration is per webinar or recording.
Louisiana Deposit Accounts Study Part 1: Consumer Accounts
Louisiana Deposit Accounts Study Part 2: Fiduciary Accounts
Louisiana Deposit Accounts Study Part 4: Business and Nonprofit Accounts
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
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.
- Transfer at death affidavit
- Small Succession affidavit
- Spousal Affidavit
- Opening an Estate Account
- What happens with each account ownership at death
- Handling Checks at death
- Who can do what when your account holder dies
- Quiz
New accounts representatives, customer service representatives, auditors, compliance personnel, risk managers, security officers, branch managers, and any other interested personnel
Deborah Crawford is the President of gettechnical, inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation. Her 27+ years of banking and teaching experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and master’s degrees. Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual Retirement Accounts.