Saturday, June 25, 2022
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Handling Deceased Accounts, Webinar

April 5 @ 1:30 pm - 3:30 pm CDT

Click Here to Register

Covered Topics

  • Probate versus non-probate transfers
  • When does the will govern and when does the signature card?
  • What by passes a will? PODs, IRAs, JTWROS?
  • Living trusts and successor trustees
  • When do we know that a customer is deceased?
  • When can we use small estate affidavits?
  • What happens to powers of attorney, authorized signers, etc.
  • How are IRAs, HSAs and UTMAs affected?
  • Do sole proprietorships cease at death?
  • FDIC insurance issues