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What to Do When Your Customer Dies

This webinar focuses on the deposit and loan issues that arise when a customer dies.
Upcoming
Beginner Friendly
DATE

Wednesday, September 9, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Terri Thomas

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Collections
  • Commercial/Business Lending
  • Compliance
  • Deposit Accounts
  • Deposit Compliance
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Risk Management/Legal
  • Bank Legal Counsel
  • Commercial Lender
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Deposit Operations Manager/Specialist
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • New Accounts Representative
  • Trainer
  • Workout Specialist/Collector

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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.

What You'll Learn

  • What You'll Learn to be Added.
  • Bullet Point
  • Bullet Point
  • Bullet Point
  • Bullet Point

    • Who Should Attend

    New account representatives, personal bankers, customer service representatives, lenders, and loan operations personnel will gain knowledge from this course.
    Terri Thomas

    Instructor Bio

    Terri D. Thomas, JD is the Director of the Kansas Bankers Association Legal Department, which specializes in providing compliance and legal assistance to Kansas banks.

    Terri has worked with financial institutions for over thirty-nine years in various capacities. Most notably, she served for fourteen years as in-house legal counsel and trust officer for Bank of America and its Kansas predecessors. She has also served as a trust department manager and branch manager.

    Receiving her Bachelor of Arts degree from Kansas State University in 1985, Terri continued her education at Washburn University School of Law and obtained her Juris Doctor in 1988. She has served as an Adjunct Professor at Washburn University School of Law in Topeka, Kansas and the University of Kansas School of Law in Lawrence, Kansas, and is a frequent seminar presenter for financial associations in the Midwest.

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