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Expand/collapse block Handling Estates – The Fundamentals

Handling Estates – The Fundamentals

CUSOURCE / 2. eLearning Course Catalogue / 2.2 Compliance-Risk Management

Course Code

EMP-LVF-HETFE01-ELR

Fee

$220.00

Status

Open

Location

ONLINE

Who Should Attend

Employees

Description

This interactive, 60-minute online course introduces learners to a roadmap of steps and activities to move through the stages of handling a deceased member’s account. These steps ensure that we protect both the member’s assets and the credit union in the estate process. Focused on the fundamentals, this course logically approaches the steps taken by the credit union on behalf of the deceased member and in support of the estate representative or executor.

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Description Link

View or Download Description: EMP-LVF-HETFE01-ELR_DES.pdf

 
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