Opening Fiduciary Accounts

This is the description from our webinar that was presented in September 2018. Please check back for a modified description. Topics may be updated, but registration is now open.

From court ordered accounts to authorized signers, a fiduciary account has to be set up correctly and handled perfectly so that your customer gets the best results from the account. We will cover the documents needed, the signature set up and managing fiduciary money. If you open accounts, you won’t want to miss this special webinar.

Covered Topics

  • Uniform Transfer to Minors Accounts
  • Power of Attorney
  • Social Security Representative Payee Accounts
  • Veterans Fiduciary Accounts
  • Estates, Trusts and Bankruptcy Accounts
  • Guardianships and Conservator Accounts
  • Guidelines about managing other people's money
  • Customer Identification Programs
  • Questions every fiduciary should be asked
  • Signature Cards and Documentation
  • What happens at death

Who Should Attend?

This webinar will benefit New Accounts Representatives, Customer Service Representatives, Branch Administration, Compliance Officers, Legal Department, Branch Managers, Tellers and anyone who works with customers.


Connection Error #D55. For immediate assistance, please use our online chat (lower right corner of this page).
   Live Plus Five (days) - $265   
   OnDemand Recording - $295   
   CD-ROM - $345   
   Live Plus Six (months) - $365   
   Premier Package - $395   
Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.
Each additional location adds $75 to your registration and can be entered on the next screen as you confirm your order.