Webinar

Working with Estates & Managing Deceased Members’ Accounts webinar

Webinar

Working with Estates & Managing Deceased Members’ Accounts webinar

Through
On Demand
Included with Subscription

Overview

Difficult times for our deceased members’ families, we can provide compassion, sympathy, and of course proper handling of the decedent’s accounts at the credit union to help in their time of need. To ensure we expedite the process and follow legal parameters established by wills and estates; join attorney Gretchen Jones as she explains how to properly handle deceased members’ accounts and know who you are to provide information for, transact for, and how to update the credit unions records to record the death of a member.

  • Deceased members
  • Estates
  • Other legal considerations working with deceased members’ accounts

This webinar is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar along with over 80+ webinars covering critical topics for you and all your staff.

Speakers

Attorney
Eaton Peadbody Attorneys at Law

Pricing & Registration

Member

Prices shown here are reserved for America's Credit Unions members

Non-Member

Learn how to become a member here: https://americascreditunions.org/join
On Demand
Working with Estates & Managing Deceased Members’ Accounts webinar | On Demand
$269.00
Product Code: AW100124
On Demand
Working with Estates & Managing Deceased Members’ Accounts webinar | On Demand
$538.00
Product Code: AW100124
**For additional pricing based on your membership, click the 'Add to Cart' button.**

Member discounts

All credit unions are invited to register for this event. Members receive a significant discount.

Additional discounts available to member credit unions:

  • Less than $50 million in assets save 20%
  • Council members save 25%
  • League staff save 20%
  • Multi-Attendee discount - Register four attendees and get the 5th free

Please include all registrations in the same order for the discount to apply

Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.

Other non-credit union attendees should contact us to confirm eligibility.

Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.

Attendee Info

How to access

All live hybrid and virtual events, eSchools, and webinars are hosted on Zoom, a web conferencing platform that allows for live, interactive virtual sessions. Some on-demand hybrid and virtual events, eSchools, and webinars are hosted on Vimeo, a video streaming platform – some are hosted on Zoom. To attend, you will need a computer, tablet, or mobile device with a strong internet connection. 

Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below. 

Access instructions for webinars and eSchools


Cancellations

Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion.  Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement.  For all questions, please contact hello@americascreditunions.org.

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Operations & Member Experience
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