From court ordered accounts to authorized signers, a fiduciary account has to be set up correctly and handled perfectly so that your customer gets the best results from the account. We will cover the documents needed, the signature set up and managing fiduciary money. If you open accounts, you won’t want to miss this special webinar.
What You Will Learn
- Uniform Transfer to Minors Accounts
- Power of Attorney
- Social Security Representative Payee Accounts
- Veterans Fiduciary Accounts
- Estates, Trusts and Bankruptcy Accounts
- Guardianships and Conservator Accounts
- Guidelines about managing other people's money
- Customer Identification Programs
- Questions every fiduciary should be asked
- Signature Cards and Documentation
- What happens at death