When a Depositor Dies: Next Steps

Your next step matters. This webinar will give your team clear guidance for handling deceased accountholder situations, avoiding common mistakes, and moving funds to the proper legal owners with confidence.

Your accountholder has passed away. Now what? During this program we will cover next steps to take, mistakes to avoid, and lessons we have all learned when money passes to its new legal owners after death. We will look at ownership type by type and learn what happens after death on a UTMA, Representative Payee, or Trust account just to name a few. Learn key issues on checks and when we know an accountholder is deceased.

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.