Start Date: 11/19/2025 9:00 AM MST
End Date: 11/19/2025 10:30 AM MST
Event Website: https://financialedinc.com/when-a-depositor-dies-actions-to-take-mistakes-to-avoid2025
Organization Name:
Independent Community Bankers of Colorado
Contact:
Can checks still be negotiated after an accountholder dies? Who can access the deposit accounts? What changes can be made? What about taxes, Social Security, IRAs, POAs, and dealing with the family? At the most difficult time in someone’s life, you have to use extraordinary skills to accomplish many detailed tasks when an accountholder dies. Did the person own a business? Are there any outstanding checks? How were the accountholder’s funds owned? Did the accountholder have specialized accounts like IRAs? If you don’t have all the answers, this is the webinar for you. This program will explain what to look for and how to handle many accounts, documents, and situations after death.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Understand and explain accountholder rights at death
- Break down the actions to take at death and mistakes to avoid for each ownership type
- Research your small estate affidavit statute and rules
- Handle checks at death
- Comprehend UCC 4-405 rules on knowledge of death
- Review IRAs, HSAs, and ACH at death
- Dissect government benefits after death
- Handle UTMAs, Social Security Representative Payee, and other special accounts at death
- Answer questions about powers of attorney and other rights that cease at death
- Evaluate interest reporting after death
TAKE-AWAY TOOLKIT
- New account handbook
- Deceased accountholder worksheet
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This informative session is designed for new accounts staff, branch managers, branch operations personnel, compliance professionals, trainers, and management.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Deborah L. Crawford, Gettechnical Inc.
Deborah Crawford is the President of Gettechnical Inc., a Florida-based firm specializing in the education of financial institutions across the nation. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees. Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Unlimited and shareable access to the recording within your institution, starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here
