When a Depositor Dies: Next Steps
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.
