Your Depositor Has Died: Actions to Take, Mistakes to Avoid

What duties must be performed after an accountholder dies? Who can access the deposit accounts? What changes can be made? What about taxes, the will, and dealing with the family? If you don’t have all the answers, this is the webinar for you.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Review scenarios before you receive Letters Testamentary
• Find and use small estate affidavits
• Know how to pay out POD/ITF accounts
• Follow flowcharts for basic accounts, business accounts, and fiduciary accounts
• Have conversations with family members after death

For more information or to register CLICK HERE