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During this webinar we will look at the issues of opening accounts for formal trusts, estates, guardianships and conservator accounts. We will also review when a POA walks into your institution—what should your staff do and know. These are high risk accounts often with huge losses to your financial institution. How do we manage these accounts? How do we prevent risk of loss? Learn more about these important relationships to your financial institution.
-Opening Estate Accounts
-Small Affidavit Issues
-Opening conservator and guardianship accounts
-Opening Formal Trust Accounts
-Reviewing and accepting POAs in your institution
-What happens at death on these accounts?
-Can these accounts have a POA on them?
-What are the common errors on set up and management.
Who should attend? Deposit Operations, Compliance, Branch Staff, New Accounts, Training and anyone who handles legal paperwork that comes in from the branch.
Questions and Answers