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Course description

 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.


Deborah Crawford

Deborah Crawford is the President of gettechnical inc. She specializes in compliance and regulations for the deposit side of financial institutions. Her 27+ year career in banking and training began at Hibernia National Bank. She has been a seminar leader for many state associations and credit union groups across the nation. She has Bachelors and Masters degrees from Louisiana State University.

Course curriculum

  • 1


    • Access Webinar

  • 2


    • Slides

    • Materials

    • Questions and Answers


5 star rating

Handling POAs, Trusts, Estates at New Accounts - January ...

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