2023 LA Deposit Accounts Study Part 3 Webinar Recording

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

Speaker:  Debbie Crawford, gettechnical, inc

Every state is unique in its estate issues and affidavits at death. 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.

Topics include:

  • Small estate affidavit
  • Opening an Estate Account
  • Can you pay a funeral home
  • What happens with each account ownership at death
  • Handling Checks at death
  • Who can do what when your account holder dies
10/23/2023 - 4/23/2024

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