2022 Successions Accounts Webinar Recording

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/or spouse.  Learn what is involved in a small succession.  How do we open an estate account?  We will talk about other types of accounts, handling of checks and other items at death.  This webinar 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?
When
2/24/2022 - 8/24/2022
 

Know your login? Sign in here to order.

Not sure if you have a login? Use the search below.

Please enter your search criteria to view results

If you recognize any details above, use the links below to retrieve your username or reset your password.

 

If you need your username...    If you know your username...
Retrieve Your Username    Reset Your Password

 

If none of the above apply click here to create an account.