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Is it a joint account, or not?

The wife was here to open a new joint account with her husband. He travels all the time and wasn’t able to be here. We opened the joint account and let her take a signature card for him to sign ASAP. Problem?

Yes! Husband dies before he signs. Is it really a joint account? Wife dies before husband signs. Is he a joint owner?
Learn more about Mary Beth Guard’s webinar So You’re New to New Accounts?

First published on 02/16/2020

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