When a Borrower Dies: Next Steps & Best Practices

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Thursday, June 29, 2017

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

It could happen today – one of your borrowers dies while still owing on a loan or other obligation to your financial institution. In this situation, you must act swiftly to increase the chances of collecting on the loan and to avoid liability. What should you do? This webinar will thoroughly explain the proper procedures and processes to follow when a borrower dies, including the best practices used by other institutions.

Continuing Education: Attendance verification for CE credits upon request


  • Does death constitute a default under the loan?
  • What if loan payments continue to be made by the deceased’s relative?
  • Is the deceased’s estate or surviving spouse liable for the loan?
  • Can you setoff the deceased’s deposit accounts for debts owed to your institution?
  • What if a probate estate is never opened regarding the deceased?
  • What are the special rules for home mortgage loans?

    • Sample procedures for handling and collecting loans of deceased borrowers
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


"When a Depositor Dies: Next Steps & Best Practices"
Thursday, November 9, 2017


This informative session will benefit all loan officers, loan operations personnel, collection staff, service representatives, compliance personnel, auditors, attorneys, and managers.

PLEASE NOTE: Program content is subject to copyright and intended for your individual financial institution’s use only.