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/or spouse.  Learn what is involved in a small succession.  How do we open an estate account?  We will talk about other types of accounts, handling of checks and other items at death.  This webinar 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?
  
  

Deposit Operations, Deposit Compliance, Branch Managers, Branch Staff and Training

Debbie 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.