When a Depositor Dies: Next Steps

Compliance Operations Deposit Account Compliance

On-Demand Webinar:

StreamedSep 23, 2026Duration90 minutes

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

Death changes the account.

Your next step matters. This webinar will give your team clear guidance for handling deceased accountholder situations, avoiding common mistakes, and moving funds to the proper legal owners with confidence.

KEY WEBINAR TAKEAWAYS

Review of all account ownership and rights at death
Issues on WROS and POD/ITFs that may be different in each state
Setting up estate accounts and small estate affidavits
Business accounts and rights after death
Fiduciary accounts after death
Powers of attorney after death

BONUS MATERIALS

New Account Handbook

WEBINAR DETAILS

Your accountholder has passed away. Now what? During this program we will cover next steps to take, mistakes to avoid, and lessons we have all learned when money passes to its new legal owners after death. We will look at ownership type by type and learn what happens after death on a UTMA, Representative Payee, or Trust account just to name a few. Learn key issues on checks and when we know an accountholder is deceased.

WHO SHOULD ATTEND?

Deposit operations
Compliance
Training
Branch managers
New account representatives

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.