Handling POAs, Trust, Estates at New Accounts (Webinar)
Date & Time
November 16, 2026
2:30pm-4pm
Registration Fee
Member Fee (Live or Recording): $165 per connection
Non-Member Fee (Live or Recording): $265 per connection
Overview
Your account holder, the federal government or the court has named someone legally to act on his or her behalf. Now what? What can these caregivers and fiduciaries do? What supporting paperwork must each bring? During this program we will review the set-up, documentation and legal issues involved in these high-risk accounts. You will learn how to style these accounts and get the signature card perfect every time.
Topics include:
- Different types of power of attorney documents
- What an attorney-in-fact can and can’t do
- Adding an attorney-in-fact to an account
- When do POAs cease
- Guardianships—court ordered accounts and documentation
- Do’s and don’ts on guardianships
- How to set up guardianship accounts
- Estate Accounts: Letters of Testamentary and Letters of Administration
- Answers to common questions on how to set-up and handle accounts at death
- Executors, Guardians, Power of attorney and other caregivers—authority, liability and paperwork
- Social security representative payee and veteran accounts
- Government benefit accounts signature card set up
- CIP requirements on all fiduciary accounts
Who Will Benefit
This informative session will be useful for new account representatives, customer service representatives, member service representatives, branch administration, branch operations, branch managers, personal bankers, compliance, BSA and anyone who opens new accounts.
Instructor
Debbie Crawford is the President of Gettechnical Inc a Florida based training company. Her 30+ years of experience began at Hibernia National Bank in New Orleans. She does training on deposits, BSA, IRAs, tellers, compliance and many other areas of the financial institution. She graduated from Louisiana State University with both her Bachelor and master’s degrees.
Registration
Registration ends 11/16/2026 1:30 PM CST