2022 LDA Study Part 3: Successions & Affidavits Web Rec

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

Speaker:  Debbie Crawford, gettechnical, inc

Louisiana is a unique state in its issues and affidavits at death.  Learn what the affidavits will do in transferring money at death to the heirs and spouse.  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.

  • Transfer at death affidavit
  • Small Succession affidavit
  • Spousal Affidavit
  • Opening an Estate Account
  • What happens with each account ownership at death
  • Handling Checks at death
  • Who can do what when your account holder dies
  • Quiz
9/26/2022 - 3/26/2023

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