2020 Handling Checks & Accts After Death Virtual Seminar Rec

Handling Checks & Accounts After Death of a Customer

Member: $475
Non-Memeber: $675

Speaker: Debbie Crawford, gettechnical, Inc.

This recording is from a 1-day instructor led program held on August 20 via Zoom. Recordings are 5 MP4 links. Electronic materials will be sent as well.

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
8/20/2020 - 2/20/2021
 

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