It could happen today – one of your depositors dies. Your institution must
act appropriately and promptly to avoid liability. This webinar will thoroughly
explain the proper steps your institution should follow when a depositor dies,
including best practices used by other institutions. Join us to learn the legal
requirements and practical issues when a depositor dies.
- Can you pay checks after the death of the accountholder?
- Who can
negotiate a check made payable to the deceased accountholder?
- Who is
entitled to the account upon the death of the accountholder?
- Can the
decedent’s accounts be setoff for debts owed to your institution?
should you deal with the estate or relatives of the deceased?
- When can
Social Security funds be reclaimed from your institution?
Elizabeth Fast, JD, CPA, Spencer Fane LLP
Live and recorded webinar, handouts, quiz with answer key and training log are included.