When a Depositor Dies: Actions to Take, Mistakes to Avoid
November 19, 2025
Live Webinar
DateNov 19, 2025Duration90 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
Can checks still be negotiated after an accountholder dies?
Who can access the deposit accounts? What
changes can be made? What about taxes, Social Security, IRAs, POAs, and dealing
with the family? If you don’t have all the answers, this is the webinar for
you.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Understand and explain accountholder rights at death
- Break down the actions to take at death and mistakes to avoid for each ownership type
- Research your small estate affidavit statute and rules
- Handle checks at death
- Comprehend UCC 4-405 rules on knowledge of death
- Review IRAs, HSAs, and ACH at death
- Dissect government benefits after death
- Handle UTMAs, Social Security Representative Payee, and other special accounts at death
- Answer questions about powers of attorney and other rights that cease at death
- Evaluate interest reporting after death
WEBINAR DETAILS
At the most difficult
time in someone’s life, you have to use extraordinary skills to accomplish many
detailed tasks when an accountholder dies. Did the person own a business? Are
there any outstanding checks? How were the accountholder’s funds owned? Did the
accountholder have specialized accounts like IRAs? This program will explain
what to look for and how to handle many accounts, documents, and situations
after death.
WHO SHOULD ATTEND?
This informative session
is designed for new accounts staff, branch managers, branch operations
personnel, compliance professionals, trainers, and management.
TAKE-AWAY TOOLKIT
- New account handbook
- Deceased accountholder worksheet
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
Gettechnical Inc.
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