20 Legal Account Ownerships ,Webinar

Click Here for More Information

• How to open and document personal accounts, fiduciary accounts and business accounts
• How setting up accounts improperly can create liability for your financial institution
• Creating consistency in your organization on how accounts are opened
• Signature Card danger zones and what can go wrong
• How CIF systems can create errors in ownership and signature card conflicts
• How to add owners, make changes and other issues after the account is opened
• How to follow the authority trail established in the paperwork
• What can attorney-in-facts do and not do on individual accounts
• How to change business accounts signers and owners
• And much, much more