Start Date: 11/19/2025 9:00 AM MST
End Date: 11/19/2025 10:30 AM MST
Location:
United States
At the most difficult time in someone’s life, you have to use extraordinary skills to accomplish many detailed tasks when an accountholder dies. Did the person own a business? Are there any outstanding checks? How were the accountholder’s funds owned? Did the accountholder have specialized accounts like IRAs? This program will explain what to look for and how to handle many accounts, documents, and situations after death.
