Opening Trusts & Other Fiduciary Accounts
November 18, 2026
Live Webinar:
DateNov 18, 2026Duration90 minutes
12:00 PM PST01:00 PM MST
02:00 PM CST03:00 PM EST
- 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
Your accountholder, the federal government, or the court has named someone legally to act on their behalf. Now what?
What can these caregivers and fiduciaries do? What supporting paperwork
must each bring? During this program we will review the set-up, documentation,
and legal issues involved in these high-risk accounts. You will learn how to
style these accounts and get the signature card perfect every time.
Presented By
Gettechnical Inc.
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