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
Recognizing Employment Law Red Flags: Supervisor Training
by Diane Reed
Notary Essentials: Compliance, Virtual Notarizations & Legal Requirements
by Shelli Clarkston
Unpacking Credit Reports for Mortgage & Consumer Lenders
by David A. Reed
Account Opening Series
UPDATED Financial Industry Essentials Module 2: Consumer Accounts: Deposits, Loans & Account Ownership
by Dawn Kincaid
Checks, Mobile Deposits, Substitute Checks: Indemnities, Endorsements & Timeframes
by Deborah L. Crawford
BSA Officer Part 2: BSA Reporting to the Board
by Dawn Kincaid
Effectively Managing Wire Transfer Fraud
by Dawn Kincaid
Loan Documentation for All Legal Entities
by Shelli Clarkston
Debit Card Disputes & Reg E Requirements
by Emily Nelson, Trevor Witchey
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC