When a customer dies … - 2018
Presented by
John Burnett
Recorded on April 18, 2018
—
2.0 hours
Have you completed this webinar? Please tell us what you think.
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 for those your customer leaves behind. 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
When a customer dies …
How to access the live webinar
Materials
Slides
Questions and Answers