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Handling Deposit Accounts and Checks at Death

May 18, 2021 @ 1:30 pm - 3:30 pm

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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.

Handling Deposit Accounts and Checks at Death – Presented by: Deborah Crawford | OnCourse Learning (bankwebinars.com)

Details

Date:
May 18, 2021
Time:
1:30 pm - 3:30 pm
Event Category: