Oftentimes, when a financial institution learns a deposit or loan customer has died, confusion about what to do next seems to be the result. We'll walk you through the best practices when dealing with a customer's death - both on the deposit side and the loan side, as well as unique issues that can arise when doing business with the decedent's estate. This webinar provides information on best practices, rather than the unique features of any state's probate laws.
Who Should Attend
New account representatives, personal bankers, customer service representatives, lenders, and loan operations personnel.