Deposit Account Ownership, Access & Rights at Death

March 3, 2027
Deposit Account Ownership, Access & Rights at Death
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Frontline & New AccountsDeposit Account Compliance

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Live Webinar
DateMar 3, 2027Duration90 minutes
08:00 AM PST09:00 AM MST
10:00 AM CST11:00 AM EST
    • Unlimited connections for your institution
    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
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Who owns a deposit account, who has access, and who has authority to make changes?

This webinar will examine 20 legal ownership types, including consumer, fiduciary, and entity accounts, and clarify the rights and responsibilities of owners and authorized signers. Learn how ownership affects deposit insurance, online banking, and debit card access. We will also address account updates prompted by marriage, divorce, relocation, and other life changes, helping you manage account relationships accurately and confidently.

Why Stop at One? Save 20% on the Full Series!

Check out the full series here: Deposit Accounts Series
Further details will be available 45 days prior to the webinar date.

Presented By

Deborah CrawfordDeborah L. Crawford
Gettechnical Inc.
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