Opening Trusts & Other Fiduciary Accounts
November 18, 2026
Live Webinar
DateNov 18, 2026Duration90 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
Your accountholder, the federal government, or the court has named someone legally to act on their behalf. Now what?
What can these caregivers and fiduciaries do? What supporting paperwork
must each bring? During this program we will review the set-up, documentation,
and legal issues involved in these high-risk accounts. You will learn how to
style these accounts and get the signature card perfect every time.
Presented By
Gettechnical Inc.
Other Webinars That Might Interest You
Fraud Series: Confronting ACH Origination Fraud
by Trevor Witchey
Right of Rescission Deep Dive: Tips & Tripwires
by Carl Pry
ACH Boomerang: Exceptions from the ODFI Perspective
by Shelly Sipple
Conducting an RTP Audit
by Kevin Olsen
Loan Documentation for All Legal Entities
by Shelli Clarkston
Call Center Training: Security, Regulations & Legal Issues
by Deborah L. Crawford
Account Opening Series
Business Writing Boot Camp, Including Critique of Your Own Writing Sample
by Nancy Flynn
Breaking the Communication Code: Understanding the Four Communication Styles
by Joanna Pera
HMDA: Avoiding Common Errors
by Carl Pry
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC
