Banking Protocols & Estate Administration - Key Changes & Practical Implications

Introduction

Banking protocols are changing and staying up to date is essential for anyone involved in estate administration. This short webinar examines the latest developments and what they mean in practice.

You will gain a clear understanding of what has changed, why the changes matter and how they may affect the way you manage estates day to day. The webinar will highlight key points to be aware of, potential practical implications and the steps practitioners should consider to ensure their processes remain effective and compliant.

Aimed at private client lawyers, this concise, practical update will help you navigate the changes with confidence and avoid unnecessary delays or complications when dealing with banks during estate administration. The webinar will also appeal to accountants responsible for estate accounts, tax computations for estates, probate valuations, assisting executors and those dealing with banks for balances and closures.

What You Will Learn

The webinar will cover the following:

• The key changes to banking protocols and procedures and what they mean in practice
• How these changes may affect the administration of estates
• The potential impact on timescales and the wider estate administration process
• Practical considerations when dealing with banks and other financial institutions
• Practical tips for keeping your processes compliant, efficient and effective