Handling Accounts at Death (Webinar)
Date & Time
August 17, 2026
2:30pm-4pm
Registration Fee
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
Overview
When your account holder dies, many issues and questions arise. Who can have information on the account? Who owns the account? Who has access to the account? What happens with powers of attorney and authorized signers on account? Can the spouse of the sole proprietor continue to access the account? What about that last tax refund check? Is the account still insured? Can a check be written to a funeral home? What about the checks coming in to pay funeral expenses? Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship and other complex issues that can occur when an account holder is deceased.
Topics include:
• Probate versus non-probate transfers
• When does the will govern and when does the signature card?
• What bypasses a will? Trusts, IRAs
• Living trusts and successor trustees
• When do we know that an account holder is deceased?
• When can we use small estate affidavits?
• What happens to powers of attorney, authorized signers, etc.
• How are IRAs, HSAs and UTMAs affected?
• Do sole proprietorships cease at death?
• FDIC insurance issues
Who Will Benefit
This webinar is designed for customer service representatives, branch administration, branch managers, tellers, training and development staff, compliance personnel and anyone who handles customer/member accounts.
Instructor
Deborah L. Crawford is the President of Gettechnical Inc a Florida based training company. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She does training on deposits, BSA, IRAs, tellers, compliance and many other areas of the financial institution. She graduated from Louisiana State University with both her Bachelor and master’s degrees.
Registration
Registration ends 8/17/2026 1:30 PM CDT