Newly Updated WBA Safe Deposit Box Manual

Regular price $250.00

The newly updated WBA Safe Deposit Box Manual addresses common compliance issues in offering a safe deposit box product. The manual is divided into the following sections:

  1. General Lease Procedure
  2. Natural Person Lease
  3. Fiduciary Lease
  4. Organization or Partnership Lease
  5. Agency
  6. Routine Access
  7. Notice of Death and Access for Will Search and Inventory
  8. Access to Remove Property After Death
  9. Access to Remove Property After Death (Pre-1992)
  10. Special Death Problems
  11. Termination and Surrender
  12. Recordkeeping and Forms
  13. Found Keys and Bank Opening Safekeeping and Miscellaneous