New Accounts Study Part 3: When Your Customer Dies - Estates and Small Estate Affidavits

Every state is unique in its estate issues and affidavits at death. Learn what is involved in a small succession.

Recorded Tuesday,
January 31st, 2023
Presented by Deborah Crawford
2h total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Deposit
  • Deposit Accounts
  • Deposit Compliance
  • General Compliance
  • Branch Manager
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • New Accounts Representative
  • Private Banker
  • Teller
  • Trainer

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How do we open an estate account? We will talk about other types of accounts at death and handling of checks and other items at death. This special study will guide you through the process of working with customers after a beloved family member dies.

What You'll Learn

  • Small estate affidavit
  • Opening an Estate Account
  • Can you pay a funeral home?
  • What happens with each account ownership at death
  • Handling checks at death
  • Who can do what when your account holder dies

Who Should Attend

Customer service representatives, personal bankers, call center representatives, branch managers, tellers, branch operations, and training.

Deborah Crawford

Instructor Bio

Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor's and master's degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.