Ordered List: Put the list in order before running out of attempts.

Deceased Processing - Close

The Personal Representative of Michael's Estate is in the branch and would like to close Michael's accounts. He has a certified copy of the death certificate, and probate letters.

Michael had a sole-owned checking account with a debit card linked to it. The banker would like to do the review of the probate letters over the phone rather than fax them in for review.

Using your resources located at Legal > Deceased Processing > Close/retitle, put the tasks (1 - 16) in the order which we would complete them.



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