Opening Fiduciary Accounts
April 7, 2027
Live Webinar:
DateApr 7, 2027Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- 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
When an accountholder, government agency, or court authorizes someone to act on another person’s behalf, branch staff face important documentation and legal questions.
What authority does the caregiver
or fiduciary hold, and which supporting documents are required? This webinar will
examine the setup, documentation, and legal considerations involved in
fiduciary accounts. Learn how to properly title accounts, complete signature
cards, and recognize potential risks while supporting accountholders and their
representatives.
Why Stop at One? Save 20% on the Full Series!
Check out
the full series here: Deposit Accounts Series
Further details will be available 45 days prior to the webinar date.
Presented By
Gettechnical Inc.
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