When a Depositor Dies: Next Steps

When a Depositor Dies: Next Steps
ComplianceOperationsDeposit Account Compliance

Purchase

SIGN IN REQUIRED
For Options and Pricing,
Create an Account or Sign In.
Sign In or Create Account
More Information
On-Demand Webinar
StreamedSep 23, 2026Duration90 minutes
  • 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
See Registration Options

Death changes the account.

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.

KEY WEBINAR TAKEAWAYS
  • Review of all account ownership and rights at death
  • Issues on WROS and POD/ITFs that may be different in each state
  • Setting up estate accounts and small estate affidavits
  • Business accounts and rights after death
  • Fiduciary accounts after death
  • Powers of attorney after death

BONUS MATERIALS

  • New Account Handbook

WEBINAR DETAILS

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.

WHO SHOULD ATTEND?

  • Deposit operations
  • Compliance
  • Training
  • Branch managers
  • New account representatives

TAKE-AWAY TOOLKIT

  • 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

Deborah CrawfordDeborah L. Crawford
Gettechnical Inc.
Other Webinars That Might Interest You
Signature Card Danger Zones
Signature Card Danger Zones
by Deborah L. Crawford
ACH Disputes: Reg E vs. ACH Rules After 60 Days
ACH Specialist Series: ACH Disputes: Reg E vs. ACH Rules After 60 Days
by Emily Nelson
Traditional IRA Discretionary & Required Minimum Distributions
IRA Series: Traditional IRA Discretionary & Required Minimum Distributions
by Loni Porta
Negotiating Vendor Contracts: Key Provisions, Market Terms & Due Diligence
Negotiating Vendor Contracts: Key Provisions, Market Terms & Due Diligence
by Shelli Clarkston
When a Business Owner Dies, Sells, or Delegates Authority
When a Business Owner Dies, Sells, or Delegates Authority
by Shelli Clarkston
When a Borrower Dies: Next Steps
When a Borrower Dies: Next Steps
by Shelli Clarkston
Record Retention in the Digital Age: What to Keep, When to Destroy, What Holds Up in Court?
Record Retention in the Digital Age: What to Keep, When to Destroy, What Holds Up in Court?
by Shelli Clarkston
Advanced AI Risk Management
AI Series: Advanced AI Risk Management: Validation, Governance & Emerging Risks
by Dushyant Sengar
Identity Theft Red Flags & FACT Act Compliance
Identity Theft Red Flags & FACT Act Compliance
by David A. Reed
Computer, working and business man in office or conference room schedule, agenda and management software. Typing, career research and workflow plannin
Closing Accounts: BSA, Fraud & Compliance Procedures
by Deborah L. Crawford
Website design by JTech Communications
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC