LA Deposit Accts Study Part 3: Succession & Affidavits (Web)

October 23, 2023

Louisiana Deposit Accounts Study Part 2: Fiduciary Accounts
Louisiana Deposit Accounts Study Part 4: Business & Nonprofit

Member Fee (Live or Recording):  $165 per connection 
Non-Member Fee (Live or Recording):  $265 per connection 

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

Customer service representatives, personal bankers, call center representatives, branch managers, tellers, branch operations, and training.

Deborah Crawford is the President of gettechnical, inc. a Baton Rouge-based firm, specializing in the education of banks and credit unions across the nation.  Her 27+ years of banking and teaching experience began at Hibernia  National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor's and  master’s degrees.  Deborah's specialty is in the deposit side of the financial institution where she teaches seminars on regulations, documentation, insurance and Individual  Retirement Accounts.


10/23/2023 2:30 PM - 4:00 PM

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