Handling POAs, Trusts, Estates at New Accounts passport but then FEMA rolled out

but then FEMA rolled out Risk Rating 2

Risk Rating 2

This informative branch webinar guides frontline staff through the sensitive process of assisting relatives after an accountholder’s death

Aggregate limits

Handling POAs, Trusts, Estates at New Accounts passport but then FEMA rolled outDuring this Course we will look at the issues of opening accounts for formal trusts, estates, guardianships and conservator accounts. We will also review when a POA walks into your institutionwhat should your staff do and know. These are high risk accounts often with huge losses to your financial institution. *This program does NOT qualify, nor meet the National Standard for NASBA accreditation.