Issues with Deceased Customers - 2017
Presented by
John Burnett
—
2.0 hours
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ICB Credit: 2.5 CRCM
When a customer dies, you should have procedures in place to address the common questions. How long can the bank honor checks on an account of a decedent? When does a joint owner assume ownership of an account? What can be done with checks payable to the deceased? What about payable-on-death accounts? Can an attorney-in-fact write checks to pay final expenses? How important are local newspaper obituaries? Can small accounts be claimed without expensive probate proceedings? What happens to safe deposit boxes?
There is obviously a lot to be concerned with. And it isn't an easy matter for the bank, or the next of kin. You must balance procedures and compassion.
In this program, we examine how a customer's death impacts deposit accounts, CDs and safe deposit boxes.
John will cover these questions and topics in this informative two hour webinar:
Don't wait to get this important customer-service information on-the-job, when a lack of knowledge can present a poor image of you and your bank
John Burnett
Issues with Deceased Customers
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