Your Depositor Has Died: Actions To Take, Mistakes To Avoid - Details

Your Depositor Has Died:

Actions to Take, Mistakes to Avoid

(90-minute webinar – available live or on-demand)

 Wednesday, December 1, 2021

This is a morning webinar

8:00 AM Pacific                  9:00 AM Mountain

10:00 AM Central     11:00 AM Eastern

What duties must be performed after an accountholder dies?  Who can access the deposit accounts?  What changes can be made?  What about taxes, the will, and dealing with the family?  If you don’t have all the answers, this is the webinar for you. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Review scenarios before you receive Letters Testamentary
• Find and use small estate affidavits
• Know how to pay out POD/ITF accounts
• Follow flowcharts for basic accounts, business accounts, and fiduciary accounts
• Have conversations with family members after death

WEBINAR DETAILS

This program will take you on a journey through all types of deposit accounts and explain how to handle them at death.  What are the risks?  Can you take names off accounts? What happens with tax reporting?  Many legal questions will be asked and answered during this intensive webinar.  Join us to learn the actions to take and mistakes to avoid.

WHO SHOULD ATTEND?

This informative session is designed for deposit operations staff, deposit compliance personnel, branch managers, new accounts representatives, and all deposit personnel. 

TAKE-AWAY TOOLKIT

• New accounts manual with flowcharts on death procedures and a summary of how to handle each type of deposit account ownership at death
• Employee training log
• Interactive quiz 

DON’T MISS THIS RELATED WEBINAR!

Safe Deposit Issues: Delinquency, Death & Abandonment

on Wednesday, March 10, 2021 

     MEET THE PRESENTER - Deborah Crawford, Gettechnical Inc.

Deborah Crawford is the President of Gettechnical Inc., a Virginia/Florida based firm, specializing in the education of financial institutions across the nation.  Her 30+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees. 

Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs. 

THREE REGISTRATION OPTIONS – WHAT YOU GET

1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up 

2. On-Demand Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE