Saturday, June 25, 2022
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Opening Fiduciary Accounts, Webinar

April 14 @ 1:30 pm - 3:30 pm CDT

Click Here for More Information or to Register

Covered Topics

  • Different types of power of attorney documents
  • What an attorney-in-fact can and can’t do
  • Adding an attorney-in-fact to an account
  • When do POAs cease
  • Guardianships—court ordered accounts and documentation
  • Do’s and don’ts on guardianships
  • How to set up guardianship accounts
  • Estate Accounts: Letters of Testamentary and Letters of Administration
  • Answers to common questions on how to set-up and handle accounts at death
  • Executors, Guardians, Power of attorney and other caregivers—authority, liability and paperwork
  • Social security representative payee and veteran accounts
  • Government benefit accounts signature card set up
  • CIP requirements on all fiduciary accounts