Opening Trusts & Other Fiduciary Accounts

November 18, 2026

Compliance Frontline & New Accounts Deposit Account Compliance

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

See Registration Options

Fiduciary authority starts with the right documentation.

Learn how to confidently open trusts and other fiduciary accounts with proper documentation, accurate account styling, clear authority, and correctly completed signature cards.

KEY WEBINAR TAKEAWAYS

Documentation required to open these high-level accounts
IRS tax reporting requirements
Account titling, ownership, and disclosures to give out
Responding when accountholders die, and rights at death on these accounts

This webinar is part of the Account Opening Series

BONUS MATERIALS

New Account Handbook

WEBINAR DETAILS

Your account holder, 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.

WHO SHOULD ATTEND?

New accounts
Training
Branch staff
Deposit operations and compliance

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.