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
Flood: Auditing for FDPA Compliance
by Molly Stull
The Branch Manager’s Toolkit Part 2: A Guide to Individual Development – Accountability, Delegation & Difficult Conversations
by Molly Stull
Effectively Managing Wire Transfer Fraud
by Dawn Kincaid
UPDATED Financial Industry Essentials Module 2: Consumer Accounts: Deposits, Loans & Account Ownership
by Dawn Kincaid
Preparing Practically Perfect Proof of Claims, Including Recent Bankruptcy Rule Changes
by David A. Reed
Minor Accounts: Ownership, CIP, Access, Changes & Transactions
by Deborah L. Crawford
Consumer Bankruptcy - Chapters 7 & 13: Special Rules, Cramdowns & Risks
by Shelli Clarkston
Account Opening Series
Identity Theft Red Flags & FACT Act Compliance
by David A. Reed
Credit Reporting on Delinquent Loans
by David A. Reed
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC