Jan 15, 2026
When your account holder dies, many issues and questions arise. Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship, and other complex issues that can occur when an account holder is deceased.
January 15, 2026
11:00 am - 1:00 pm EST
These are just some of the questions you face when your account holder dies. Who can have information on the account? Who owns the account? What has access to the account? What happens with powers of attorney and authorized signers on account? Can the spouse of the sole proprietor continue to access the account? What about that last tax refund check? Is the account still insured? Can a check be written to a funeral home? What about the checks coming in to pay funeral expense? Learn the answers to these questions and more during this informative session.
What You'll Learn
Deborah Crawford
President
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.
Who Should Attend?
This session is ideal for customer/member service representatives, branch administration, branch managers, tellers, training and development staff, compliance personnel, and anyone who handles customer/member accounts.
Live Webinar - $299.00
Available Upgrades
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank