Handling Deposit Accounts and Checks at Death
May 18, 2021 @ 1:30 pm - 3:30 pm
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Upcoming Live Training
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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 all the questions you get asked every day. 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? This program is a must for all who work the front line.